My Personal CFO LLC’s DTE Energy DTE Stock Holding History

My Personal CFO LLC’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 Q1	–	Sell	-19	Closed	-$2.23K	–	274
2022 Q4	$2.23K	Buy	+19	New	+$2.15K	﹤0.01%	496

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

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

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

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

My Personal CFO LLC's DTE Position: Q1 2023 in Review

My Personal CFO LLC sold out of DTE Energy (DTE) in Q1 2023, closing a stake of 19 shares — an estimated $2.23K sold.

My Personal CFO LLC first reported a position in DTE in Q4 2022 and held it in 1 quarter. The position peaked at $2.23K in Q4 2022. 726 funds tracked by Wall St. Rank hold DTE as of Q1 2023.

My Personal CFO LLC reported no remaining DTE Energy position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 19 DTE Energy shares in Q1 2023, an estimated $2.23K.
My Personal CFO LLC first reported a position in DTE Energy in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's DTE Energy position peaked at $2.23K in Q4 2022.
726 funds tracked by Wall St. Rank held DTE Energy as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.