Morton Brown Family Wealth’s DTE Energy DTE Stock Holding History

Morton Brown Family Wealth’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
2022 Q3	–	Sell	-20	Closed	-$3K	–	242
2022 Q2	$3K	Buy	+20	New	+$2.61K	﹤0.01%	178

Other funds holding DTE

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morton Brown Family Wealth's DTE Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of DTE Energy (DTE) in Q3 2022, closing a stake of 20 shares — an estimated $3K sold.

Morton Brown Family Wealth first reported a position in DTE in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 703 funds tracked by Wall St. Rank hold DTE as of Q3 2022.

Morton Brown Family Wealth reported no remaining DTE Energy position as of Q3 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 20 DTE Energy shares in Q3 2022, an estimated $3K.
Morton Brown Family Wealth first reported a position in DTE Energy in Q2 2022 and held it in 1 quarter.
Morton Brown Family Wealth's DTE Energy position peaked at $3K in Q2 2022.
703 funds tracked by Wall St. Rank held DTE Energy as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.