Richard Bernstein Advisors’s DTE Energy DTE Stock Holding History

Richard Bernstein Advisors’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 Q3	–	Sell	-34,246	Closed	-$3.77M	–	220
2023 Q2	$3.77M	Hold	34,246	–	–	0.08%	81
2023 Q1	$3.75M	Hold	34,246	–	–	0.08%	94
2022 Q4	$4.02M	Hold	34,246	–	–	0.09%	90
2022 Q3	$3.94M	Sell	34,246 -7,408	-18%	-$957K	0.1%	94
2022 Q2	$5.28M	Hold	41,654	–	–	0.11%	79
2022 Q1	$5.56M	Buy	+41,654	New	+$5.08M	0.11%	88
2021 Q1	–	Sell	-25,548	Closed	-$2.64M	–	307
2020 Q4	$2.64M	Hold	25,548	–	–	0.06%	167
2020 Q3	$2.5M	Hold	25,548	–	–	0.07%	146
2020 Q2	$2.35M	Sell	25,548 -26,309	-51%	-$2.33M	0.07%	151
2020 Q1	$4.2M	Hold	51,857	–	–	0.15%	74
2019 Q4	$5.73M	Hold	51,857	–	–	0.19%	76
2019 Q3	$5.87M	Hold	51,857	–	–	0.19%	75
2019 Q2	$5.64M	Buy	51,857 +18,694	+56%	+$2.01M	0.19%	76
2019 Q1	$3.52M	Buy	+33,163	New	+$3.35M	0.11%	151
2016 Q1	–	Sell	-80,392	Closed	-$5.49M	–	247
2015 Q4	$5.49M	Hold	80,392	–	–	0.7%	51
2015 Q3	$5.5M	Hold	80,392	–	–	0.75%	45
2015 Q2	$5.11M	Hold	80,392	–	–	0.62%	56
2015 Q1	$5.52M	Hold	80,392	–	–	0.72%	47
2014 Q4	$5.91M	Hold	80,392	–	–	0.61%	55
2014 Q3	$5.21M	Hold	80,392	–	–	0.55%	65
2014 Q2	$5.33M	Hold	80,392	–	–	0.63%	48
2014 Q1	$5.08M	Buy	80,392 +21,819	+37%	+$1.29M	0.72%	36
2013 Q4	$3.31M	Buy	58,573 +18,912	+48%	+$1.08M	0.67%	33
2013 Q3	$2.23M	Hold	39,661	–	–	0.66%	30
2013 Q2	$2.26M	Buy	+39,661	New	+$2.34M	0.75%	29

Other funds holding DTE

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

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

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

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

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

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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Richard Bernstein Advisors's DTE Position: Q3 2023 in Review

Richard Bernstein Advisors sold out of DTE Energy (DTE) in Q3 2023, closing a stake of 34,246 shares — an estimated $3.77M sold.

Richard Bernstein Advisors first reported a position in DTE in Q2 2013 and held it in 25 quarters. The position peaked at $5.91M in Q4 2014. 712 funds tracked by Wall St. Rank hold DTE as of Q3 2023.

Richard Bernstein Advisors reported no remaining DTE Energy position as of Q3 2023 after selling out during the quarter.
Richard Bernstein Advisors sold 34,246 DTE Energy shares in Q3 2023, an estimated $3.77M.
Richard Bernstein Advisors first reported a position in DTE Energy in Q2 2013 and held it in 25 quarters.
Richard Bernstein Advisors's DTE Energy position peaked at $5.91M in Q4 2014.
712 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.

Based on Richard Bernstein Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.