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Morningstar Investment Management’s DTE Energy DTE Stock Holding History

Morningstar Investment Management’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
Q3 		– Sell
-2,055
Closed -$228K – 223
2024
Q2 		$228K Hold
2,055
– – 0.02% 178
2024
Q1 		$230K Hold
2,055
– – 0.02% 184
2023
Q4 		$227K Buy
+2,055
New +$211K 0.03% 178

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morningstar Investment Management's DTE Position: Q3 2024 in Review

Morningstar Investment Management sold out of DTE Energy (DTE) in Q3 2024, closing a stake of 2,055 shares — an estimated $228K sold.

Morningstar Investment Management first reported a position in DTE in Q4 2023 and held it in 3 quarters. The position peaked at $230K in Q1 2024. 842 funds tracked by Wall St. Rank hold DTE as of Q3 2024.

  • Morningstar Investment Management reported no remaining DTE Energy position as of Q3 2024 after selling out during the quarter.
  • Morningstar Investment Management sold 2,055 DTE Energy shares in Q3 2024, an estimated $228K.
  • Morningstar Investment Management first reported a position in DTE Energy in Q4 2023 and held it in 3 quarters.
  • Morningstar Investment Management's DTE Energy position peaked at $230K in Q1 2024.
  • 842 funds tracked by Wall St. Rank held DTE Energy as of Q3 2024.

Based on Morningstar Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.