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Moors & Cabot’s DTE Energy DTE Stock Holding History

Moors & Cabot’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
2024
Q1 		– Sell
-2,001
Closed -$221K – 932
2023
Q4 		$221K Sell
2,001
-1,538
-43% -$158K 0.01% 722
2023
Q3 		$351K Buy
3,539
+250
+8% +$26.9K 0.02% 548
2023
Q2 		$362K Buy
3,289
+218
+7% +$24.3K 0.02% 549
2023
Q1 		$336K Buy
3,071
+220
+8% +$24.6K 0.02% 559
2022
Q4 		$335K Buy
2,851
+237
+9% +$26.9K 0.02% 541
2022
Q3 		$301K Buy
2,614
+103
+4% +$13.3K 0.02% 560
2022
Q2 		$318K Buy
2,511
+393
+19% +$51.3K 0.02% 543
2022
Q1 		$280K Buy
+2,118
New +$258K 0.02% 646

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Moors & Cabot's DTE Position: Q1 2024 in Review

Moors & Cabot sold out of DTE Energy (DTE) in Q1 2024, closing a stake of 2,001 shares — an estimated $221K sold.

Moors & Cabot first reported a position in DTE in Q1 2022 and held it in 8 quarters. The position peaked at $362K in Q2 2023. 786 funds tracked by Wall St. Rank hold DTE as of Q1 2024.

  • Moors & Cabot reported no remaining DTE Energy position as of Q1 2024 after selling out during the quarter.
  • Moors & Cabot sold 2,001 DTE Energy shares in Q1 2024, an estimated $221K.
  • Moors & Cabot first reported a position in DTE Energy in Q1 2022 and held it in 8 quarters.
  • Moors & Cabot's DTE Energy position peaked at $362K in Q2 2023.
  • 786 funds tracked by Wall St. Rank held DTE Energy as of Q1 2024.

Based on Moors & Cabot's 13F filing for Q1 2024, filed 8 May 2024.