Moody National Bank Trust Division’s DTE Energy DTE Stock Holding History

Moody National Bank Trust Division’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,190	Closed	-$217K	–	540
2023 Q3	$217K	Buy	2,190 +148	+7%	+$15.9K	0.01%	561
2023 Q2	$225K	Sell	2,042 -115	-5%	-$12.8K	0.02%	572
2023 Q1	$236K	Buy	2,157 +115	+6%	+$12.9K	0.02%	558
2022 Q4	$240K	Hold	2,042	–	–	0.02%	543
2022 Q3	$235K	Hold	2,042	–	–	0.02%	532
2022 Q2	$258K	Buy	+2,042	New	+$266K	0.03%	447
2019 Q1	–	Sell	-152	Closed	-$14K	–	1237
2018 Q4	$14K	Buy	+152	New	+$14.8K	﹤0.01%	538

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Moody National Bank Trust Division's DTE Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of DTE Energy (DTE) in Q4 2023, closing a stake of 2,190 shares — an estimated $217K sold.

Moody National Bank Trust Division first reported a position in DTE in Q4 2018 and held it in 7 quarters. The position peaked at $258K in Q2 2022. 754 funds tracked by Wall St. Rank hold DTE as of Q4 2023.

Moody National Bank Trust Division reported no remaining DTE Energy position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 2,190 DTE Energy shares in Q4 2023, an estimated $217K.
Moody National Bank Trust Division first reported a position in DTE Energy in Q4 2018 and held it in 7 quarters.
Moody National Bank Trust Division's DTE Energy position peaked at $258K in Q2 2022.
754 funds tracked by Wall St. Rank held DTE Energy as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.