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PFS Investments’s DTE Energy DTE Stock Holding History

PFS 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
2023
Q2 		$268K Buy
2,440
+103
+4% +$11.5K ﹤0.01% 457
2023
Q1 		$266K Sell
2,337
-25
-1% -$2.8K ﹤0.01% 450
2022
Q4 		$278K Sell
2,362
-509
-18% -$57.7K 0.01% 400
2022
Q3 		$330K Buy
2,871
+263
+10% +$34K 0.01% 376
2022
Q2 		$331K Buy
+2,608
New +$340K 0.01% 379

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

PFS Investments's DTE Position: Q2 2023 in Review

PFS Investments increased its DTE Energy (DTE) stake by 4.4% in Q2 2023, buying an estimated $11.5K and bringing the position to 2,440 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

PFS Investments first reported a position in DTE in Q2 2022 and has held it in 5 quarters since. The position peaked at $331K in Q2 2022. 731 funds tracked by Wall St. Rank hold DTE as of Q2 2023.

  • PFS Investments held 2,440 shares of DTE Energy worth $268K as of Q2 2023.
  • PFS Investments bought 103 DTE Energy shares in Q2 2023, an estimated $11.5K.
  • DTE Energy made up ﹤0.01% of PFS Investments's portfolio in Q2 2023, its #457 holding.
  • PFS Investments first reported a position in DTE Energy in Q2 2022 and has held it in 5 quarters since.
  • PFS Investments's DTE Energy position peaked at $331K in Q2 2022.
  • 731 funds tracked by Wall St. Rank held DTE Energy as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.