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Oak Thistle LLC’s DTE Energy DTE Stock Holding History

Oak Thistle LLC’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
2023
Q4 		– Sell
-13,715
Closed -$1.36M – 493
2023
Q3 		$1.36M Buy
+13,715
New +$1.48M 0.4% 51
2023
Q2 		– Sell
-7,052
Closed -$772K – 407
2023
Q1 		$772K Buy
+7,052
New +$790K 0.46% 37
2022
Q2 		– Sell
-4,244
Closed -$561K – 244
2022
Q1 		$561K Buy
+4,244
New +$518K 0.3% 134

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Oak Thistle LLC's DTE Position: Q4 2023 in Review

Oak Thistle LLC sold out of DTE Energy (DTE) in Q4 2023, closing a stake of 13,715 shares — an estimated $1.36M sold.

Oak Thistle LLC first reported a position in DTE in Q1 2022 and held it in 3 quarters. The position peaked at $1.36M in Q3 2023. 753 funds tracked by Wall St. Rank hold DTE as of Q4 2023.

  • Oak Thistle LLC reported no remaining DTE Energy position as of Q4 2023 after selling out during the quarter.
  • Oak Thistle LLC sold 13,715 DTE Energy shares in Q4 2023, an estimated $1.36M.
  • Oak Thistle LLC first reported a position in DTE Energy in Q1 2022 and held it in 3 quarters.
  • Oak Thistle LLC's DTE Energy position peaked at $1.36M in Q3 2023.
  • 753 funds tracked by Wall St. Rank held DTE Energy as of Q4 2023.

Based on Oak Thistle LLC's 13F filing for Q4 2023, filed 22 Jan 2024.