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Northern Financial Advisors’s DTE Energy DTE Stock Holding History

Northern Financial Advisors’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
Q1 		– Sell
-3,560
Closed -$392K – 117
2023
Q4 		$392K Sell
3,560
-2,971
-45% -$304K 0.33% 84
2023
Q3 		$648K Buy
6,531
+3,834
+142% +$412K 0.59% 53
2023
Q2 		$297K Buy
2,697
+855
+46% +$95.3K 0.26% 92
2023
Q1 		$202K Hold
1,842
– – 0.19% 110
2022
Q4 		$216K Buy
+1,842
New +$209K 0.24% 90

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Financial Advisors's DTE Position: Q1 2024 in Review

Northern Financial Advisors sold out of DTE Energy (DTE) in Q1 2024, closing a stake of 3,560 shares — an estimated $392K sold.

Northern Financial Advisors first reported a position in DTE in Q4 2022 and held it in 5 quarters. The position peaked at $648K in Q3 2023. 786 funds tracked by Wall St. Rank hold DTE as of Q1 2024.

  • Northern Financial Advisors reported no remaining DTE Energy position as of Q1 2024 after selling out during the quarter.
  • Northern Financial Advisors sold 3,560 DTE Energy shares in Q1 2024, an estimated $392K.
  • Northern Financial Advisors first reported a position in DTE Energy in Q4 2022 and held it in 5 quarters.
  • Northern Financial Advisors's DTE Energy position peaked at $648K in Q3 2023.
  • 786 funds tracked by Wall St. Rank held DTE Energy as of Q1 2024.

Based on Northern Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.