Private Capital Group’s DTE Energy DTE Stock Holding History

Private Capital 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
2022 Q2	$19K	Buy	149 +9	+6%	+$1.17K	0.01%	840
2022 Q1	$19K	Sell	140 -41	-23%	-$5K	﹤0.01%	1047
2021 Q4	$22K	Sell	181 -27	-13%	-$3.09K	﹤0.01%	1030
2021 Q3	$23K	Sell	208 -33	-14%	-$3.87K	0.01%	1006
2021 Q2	$27K	Buy	241 +132	+121%	+$15.4K	0.01%	938
2021 Q1	$12K	Sell	109 -373	-77%	-$39.2K	﹤0.01%	1231
2020 Q4	$50K	Sell	482 -125	-21%	-$13.2K	0.01%	781
2020 Q3	$60K	Sell	607 -28	-4%	-$2.74K	0.01%	633
2020 Q2	$59K	Sell	635 -468	-42%	-$41.4K	0.01%	632
2020 Q1	$90K	Buy	1,103 +178	+19%	+$18.1K	0.02%	432
2019 Q4	$103K	Buy	925 +27	+3%	+$2.91K	0.02%	439
2019 Q3	$102K	Buy	898 +789	+724%	+$87.2K	0.02%	473
2019 Q2	$10K	Sell	109 -755	-87%	-$81K	﹤0.01%	1389
2019 Q1	$92K	Buy	864 +126	+17%	+$12.7K	0.02%	497
2018 Q4	$70K	Sell	738 -109	-13%	-$10.6K	0.02%	514
2018 Q3	$78K	Buy	847 +738	+677%	+$68.8K	0.02%	524
2018 Q2	$9K	Hold	109	–	–	﹤0.01%	1457
2018 Q1	$10K	Buy	109 +14	+15%	+$1.23K	﹤0.01%	1363
2017 Q4	$9	Buy	+95	New	+$9.03K	﹤0.01%	1409

Other funds holding DTE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Private Capital Group's DTE Position: Q2 2022 in Review

Private Capital Group increased its DTE Energy (DTE) stake by 6.4% in Q2 2022, buying an estimated $1.17K and bringing the position to 149 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #840.

Private Capital Group first reported a position in DTE in Q4 2017 and has held it in 19 quarters since. The position peaked at $103K in Q4 2019. 741 funds tracked by Wall St. Rank hold DTE as of Q2 2022.

Private Capital Group held 149 shares of DTE Energy worth $19K as of Q2 2022.
Private Capital Group bought 9 DTE Energy shares in Q2 2022, an estimated $1.17K.
DTE Energy made up 0.01% of Private Capital Group's portfolio in Q2 2022, its #840 holding.
Private Capital Group first reported a position in DTE Energy in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's DTE Energy position peaked at $103K in Q4 2019.
741 funds tracked by Wall St. Rank held DTE Energy as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.