NuWave Investment Management’s DTE Energy DTE Stock Holding History

NuWave Investment Management’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	$254K	Buy	+2,206	New	+$285K	0.29%	130
2021 Q4	–	Sell	-134	Closed	-$15K	–	328
2021 Q3	$15K	Sell	134 -5,372	-98%	-$630K	0.02%	274
2021 Q2	$607K	Buy	+5,506	New	+$644K	0.67%	44
2021 Q1	–	Sell	-3,903	Closed	-$403K	–	313
2020 Q4	$403K	Buy	3,903 +3,890	+29,923%	+$410K	0.53%	63
2020 Q3	$1K	Sell	13 -26	-67%	-$2.54K	﹤0.01%	473
2020 Q2	$4K	Buy	+39	New	+$3.45K	0.01%	372

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NuWave Investment Management's DTE Position: Q3 2022 in Review

NuWave Investment Management opened a new position in DTE Energy (DTE) in Q3 2022: 2,206 shares worth $254K. The stake represents 0.29% of the portfolio and ranks #130 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in DTE as recently as Q3 2021.

NuWave Investment Management first reported a position in DTE in Q2 2020 and has held it in 6 quarters since. The position peaked at $607K in Q2 2021. 704 funds tracked by Wall St. Rank hold DTE as of Q3 2022.

NuWave Investment Management held 2,206 shares of DTE Energy worth $254K as of Q3 2022.
DTE Energy was a new NuWave Investment Management position in Q3 2022.
DTE Energy made up 0.29% of NuWave Investment Management's portfolio in Q3 2022, its #130 holding.
NuWave Investment Management first reported a position in DTE Energy in Q2 2020 and has held it in 6 quarters since.
NuWave Investment Management's DTE Energy position peaked at $607K in Q2 2021.
704 funds tracked by Wall St. Rank held DTE Energy as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.