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Retirement Planning Company of New England’s DTE Energy DTE Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-660
Closed -$78K – 393
2021
Q4 		$78K Buy
+660
New +$75.5K 0.04% 341

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Franklin Resources
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Retirement Planning Company of New England's DTE Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of DTE Energy (DTE) in Q1 2022, closing a stake of 660 shares — an estimated $78K sold.

Retirement Planning Company of New England first reported a position in DTE in Q4 2021 and held it in 1 quarter. The position peaked at $78K in Q4 2021. 723 funds tracked by Wall St. Rank hold DTE as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining DTE Energy position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 660 DTE Energy shares in Q1 2022, an estimated $78K.
  • Retirement Planning Company of New England first reported a position in DTE Energy in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's DTE Energy position peaked at $78K in Q4 2021.
  • 723 funds tracked by Wall St. Rank held DTE Energy as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.