RIA Advisory Group’s DTE Energy DTE Stock Holding History

RIA Advisory 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 Q1	–	Sell	-3,522	Closed	-$414K	–	128
2022 Q4	$414K	Buy	+3,522	New	+$399K	0.24%	63

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

RIA Advisory Group's DTE Position: Q1 2023 in Review

RIA Advisory Group sold out of DTE Energy (DTE) in Q1 2023, closing a stake of 3,522 shares — an estimated $414K sold.

RIA Advisory Group first reported a position in DTE in Q4 2022 and held it in 1 quarter. The position peaked at $414K in Q4 2022. 726 funds tracked by Wall St. Rank hold DTE as of Q1 2023.

RIA Advisory Group reported no remaining DTE Energy position as of Q1 2023 after selling out during the quarter.
RIA Advisory Group sold 3,522 DTE Energy shares in Q1 2023, an estimated $414K.
RIA Advisory Group first reported a position in DTE Energy in Q4 2022 and held it in 1 quarter.
RIA Advisory Group's DTE Energy position peaked at $414K in Q4 2022.
726 funds tracked by Wall St. Rank held DTE Energy as of Q1 2023.

Based on RIA Advisory Group's 13F filing for Q1 2023, filed 25 Apr 2023.