PFG Private Wealth Management’s DTE Energy DTE Stock Holding History

PFG Private Wealth 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
2023 Q4	–	Sell	-281	Closed	-$27.9K	–	253
2023 Q3	$27.9K	Sell	281 -537	-66%	-$57.8K	0.02%	150
2023 Q2	$90K	Buy	818 +4	+0.5%	+$446	0.05%	122
2023 Q1	$89.2K	Buy	814 +28	+4%	+$3.14K	0.06%	116
2022 Q4	$92K	Sell	786 -2	-0.3%	-$227	0.06%	94
2022 Q3	$91K	Sell	788 -26	-3%	-$3.36K	0.06%	81
2022 Q2	$103K	Buy	814 +5	+0.6%	+$652	0.06%	94
2022 Q1	$107K	Buy	+809	New	+$98.7K	0.05%	111

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

PFG Private Wealth Management's DTE Position: Q4 2023 in Review

PFG Private Wealth Management sold out of DTE Energy (DTE) in Q4 2023, closing a stake of 281 shares — an estimated $27.9K sold.

PFG Private Wealth Management first reported a position in DTE in Q1 2022 and held it in 7 quarters. The position peaked at $107K in Q1 2022. 753 funds tracked by Wall St. Rank hold DTE as of Q4 2023.

PFG Private Wealth Management reported no remaining DTE Energy position as of Q4 2023 after selling out during the quarter.
PFG Private Wealth Management sold 281 DTE Energy shares in Q4 2023, an estimated $27.9K.
PFG Private Wealth Management first reported a position in DTE Energy in Q1 2022 and held it in 7 quarters.
PFG Private Wealth Management's DTE Energy position peaked at $107K in Q1 2022.
753 funds tracked by Wall St. Rank held DTE Energy as of Q4 2023.

Based on PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.