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Northwest & Ethical Investments’s DTE Energy DTE Stock Holding History

Northwest & Ethical Investments’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
-6,362
Closed -$732K – 412
2022
Q3 		$732K Sell
6,362
-174
-3% -$22.5K 0.03% 316
2022
Q2 		$828K Buy
6,536
+1,543
+31% +$201K 0.03% 316
2022
Q1 		$660K Sell
4,993
-1,238
-20% -$151K 0.02% 336
2021
Q4 		$745K Buy
+6,231
New +$713K 0.02% 323

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northwest & Ethical Investments's DTE Position: Q4 2022 in Review

Northwest & Ethical Investments sold out of DTE Energy (DTE) in Q4 2022, closing a stake of 6,362 shares — an estimated $732K sold.

Northwest & Ethical Investments first reported a position in DTE in Q4 2021 and held it in 4 quarters. The position peaked at $828K in Q2 2022. 769 funds tracked by Wall St. Rank hold DTE as of Q4 2022.

  • Northwest & Ethical Investments reported no remaining DTE Energy position as of Q4 2022 after selling out during the quarter.
  • Northwest & Ethical Investments sold 6,362 DTE Energy shares in Q4 2022, an estimated $732K.
  • Northwest & Ethical Investments first reported a position in DTE Energy in Q4 2021 and held it in 4 quarters.
  • Northwest & Ethical Investments's DTE Energy position peaked at $828K in Q2 2022.
  • 769 funds tracked by Wall St. Rank held DTE Energy as of Q4 2022.

Based on Northwest & Ethical Investments's 13F filing for Q4 2022, filed 9 Jul 2025.