Red Tortoise LLC’s DTE Energy DTE Stock Holding History

Red Tortoise LLC’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 Q1	–	Sell	-13	Closed	-$1.53K	–	573
2022 Q4	$1.53K	Buy	+13	New	+$1.47K	﹤0.01%	517

Other funds holding DTE

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

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

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Red Tortoise LLC's DTE Position: Q1 2023 in Review

Red Tortoise LLC sold out of DTE Energy (DTE) in Q1 2023, closing a stake of 13 shares — an estimated $1.53K sold.

Red Tortoise LLC first reported a position in DTE in Q4 2022 and held it in 1 quarter. The position peaked at $1.53K in Q4 2022. 726 funds tracked by Wall St. Rank hold DTE as of Q1 2023.

Red Tortoise LLC reported no remaining DTE Energy position as of Q1 2023 after selling out during the quarter.
Red Tortoise LLC sold 13 DTE Energy shares in Q1 2023, an estimated $1.53K.
Red Tortoise LLC first reported a position in DTE Energy in Q4 2022 and held it in 1 quarter.
Red Tortoise LLC's DTE Energy position peaked at $1.53K in Q4 2022.
726 funds tracked by Wall St. Rank held DTE Energy as of Q1 2023.

Based on Red Tortoise LLC's 13F filing for Q1 2023, filed 16 May 2023.