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Oliver Luxxe Assets’s DTE Energy DTE Stock Holding History

Oliver Luxxe Assets’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
Q1 		– Sell
-2,274
Closed -$267K – 179
2022
Q4 		$267K Sell
2,274
-34,711
-94% -$3.94M 0.07% 159
2022
Q3 		$4.25M Buy
36,985
+614
+2% +$79.3K 1.33% 17
2022
Q2 		$4.61M Buy
+36,371
New +$4.74M 1.36% 17

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Oliver Luxxe Assets's DTE Position: Q1 2023 in Review

Oliver Luxxe Assets sold out of DTE Energy (DTE) in Q1 2023, closing a stake of 2,274 shares — an estimated $267K sold.

Oliver Luxxe Assets first reported a position in DTE in Q2 2022 and held it in 3 quarters. The position peaked at $4.61M in Q2 2022. 726 funds tracked by Wall St. Rank hold DTE as of Q1 2023.

  • Oliver Luxxe Assets reported no remaining DTE Energy position as of Q1 2023 after selling out during the quarter.
  • Oliver Luxxe Assets sold 2,274 DTE Energy shares in Q1 2023, an estimated $267K.
  • Oliver Luxxe Assets first reported a position in DTE Energy in Q2 2022 and held it in 3 quarters.
  • Oliver Luxxe Assets's DTE Energy position peaked at $4.61M in Q2 2022.
  • 726 funds tracked by Wall St. Rank held DTE Energy as of Q1 2023.

Based on Oliver Luxxe Assets's 13F filing for Q1 2023, filed 19 Apr 2023.