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Planning Capital Management Corporation’s DTE Energy DTE Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$3.59M Sell
27,951
-3,328
-11% -$401K 2.38% 16
2024
Q2 		$3.47M Sell
31,279
-1,499
-5% -$168K 2.45% 16
2024
Q1 		$3.68M Buy
32,778
+1,218
+4% +$131K 2.68% 14
2023
Q4 		$3.48M Buy
+31,560
New +$3.23M 2.72% 14

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Planning Capital Management Corporation's DTE Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its DTE Energy (DTE) stake by 11% in Q3 2024, selling an estimated $401K and leaving 27,951 shares worth $3.59M. The position accounts for 2.38% of the portfolio, ranked #16.

Planning Capital Management Corporation first reported a position in DTE in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.68M in Q1 2024. 841 funds tracked by Wall St. Rank hold DTE as of Q3 2024.

  • Planning Capital Management Corporation held 27,951 shares of DTE Energy worth $3.59M as of Q3 2024.
  • Planning Capital Management Corporation sold 3,328 DTE Energy shares in Q3 2024, an estimated $401K.
  • DTE Energy made up 2.38% of Planning Capital Management Corporation's portfolio in Q3 2024, its #16 holding.
  • Planning Capital Management Corporation first reported a position in DTE Energy in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's DTE Energy position peaked at $3.68M in Q1 2024.
  • 841 funds tracked by Wall St. Rank held DTE Energy as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.