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Nations Financial Group’s DTE Energy DTE Stock Holding History

Nations Financial Group’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
Q4 		– Sell
-12,701
Closed -$1.46M – 604
2022
Q3 		$1.46M Buy
+12,701
New +$1.64M 0.21% 114

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Nations Financial Group's DTE Position: Q4 2022 in Review

Nations Financial Group sold out of DTE Energy (DTE) in Q4 2022, closing a stake of 12,701 shares — an estimated $1.46M sold.

Nations Financial Group first reported a position in DTE in Q3 2022 and held it in 1 quarter. The position peaked at $1.46M in Q3 2022. 770 funds tracked by Wall St. Rank hold DTE as of Q4 2022.

  • Nations Financial Group reported no remaining DTE Energy position as of Q4 2022 after selling out during the quarter.
  • Nations Financial Group sold 12,701 DTE Energy shares in Q4 2022, an estimated $1.46M.
  • Nations Financial Group first reported a position in DTE Energy in Q3 2022 and held it in 1 quarter.
  • Nations Financial Group's DTE Energy position peaked at $1.46M in Q3 2022.
  • 770 funds tracked by Wall St. Rank held DTE Energy as of Q4 2022.

Based on Nations Financial Group's 13F filing for Q4 2022, filed 7 Feb 2023.