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NFJ Investment Group’s DTE Energy DTE Stock Holding History

NFJ Investment 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
Q3 		– Sell
-12
Closed -$2K – 316
2022
Q2 		$2K Hold
12
– – ﹤0.01% 310
2022
Q1 		$2K Sell
12
-233,029
-100% -$28.4M ﹤0.01% 328
2021
Q4 		$27.9M Sell
233,041
-20,922
-8% -$2.39M 0.51% 60
2021
Q3 		$28.4M Sell
253,963
-73,040
-22% -$8.57M 0.56% 53
2021
Q2 		$36.1M Buy
327,003
+42,452
+15% +$4.96M 0.68% 33
2021
Q1 		$32.2M Buy
+284,551
New +$29.9M 0.65% 38

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NFJ Investment Group's DTE Position: Q3 2022 in Review

NFJ Investment Group sold out of DTE Energy (DTE) in Q3 2022, closing a stake of 12 shares — an estimated $2K sold.

NFJ Investment Group first reported a position in DTE in Q1 2021 and held it in 6 quarters. The position peaked at $36.1M in Q2 2021. 703 funds tracked by Wall St. Rank hold DTE as of Q3 2022.

  • NFJ Investment Group reported no remaining DTE Energy position as of Q3 2022 after selling out during the quarter.
  • NFJ Investment Group sold 12 DTE Energy shares in Q3 2022, an estimated $2K.
  • NFJ Investment Group first reported a position in DTE Energy in Q1 2021 and held it in 6 quarters.
  • NFJ Investment Group's DTE Energy position peaked at $36.1M in Q2 2021.
  • 703 funds tracked by Wall St. Rank held DTE Energy as of Q3 2022.

Based on NFJ Investment Group's 13F filing for Q3 2022, filed 14 Nov 2022.