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Piershale Financial Group’s DTE Energy DTE Stock Holding History

Piershale Financial Group’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 		$9.46K Hold
86
– – 0.01% 120
2023
Q1 		$9.42K Hold
86
– – 0.01% 115
2022
Q4 		$10.1K Buy
+86
New +$9.75K 0.01% 111

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 $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $733B AUM 35.63% 1-Year Est. Return

Piershale Financial Group's DTE Position: Q2 2023 in Review

Piershale Financial Group held its DTE Energy (DTE) position steady in Q2 2023 at 86 shares worth $9.46K. The position accounts for 0.01% of the portfolio, ranked #120.

Piershale Financial Group first reported a position in DTE in Q4 2022 and has held it in 3 quarters since. The position peaked at $10.1K in Q4 2022. 732 funds tracked by Wall St. Rank hold DTE as of Q2 2023.

  • Piershale Financial Group held 86 shares of DTE Energy worth $9.46K as of Q2 2023.
  • Piershale Financial Group left its DTE Energy share count unchanged in Q2 2023.
  • DTE Energy made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #120 holding.
  • Piershale Financial Group first reported a position in DTE Energy in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's DTE Energy position peaked at $10.1K in Q4 2022.
  • 732 funds tracked by Wall St. Rank held DTE Energy as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.