Ropes Wealth Advisors’s DTE Energy DTE Stock Holding History

Ropes Wealth 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
2022 Q4	–	Sell	-10,909	Closed	-$1.25M	–	270
2022 Q3	$1.25M	Hold	10,909	–	–	0.26%	89
2022 Q2	$1.38M	Hold	10,909	–	–	0.28%	93
2022 Q1	$1.44M	Buy	+10,909	New	+$1.33M	0.25%	98
2021 Q1	–	Sell	-2	Closed	–	–	389
2020 Q4	$0	Buy	+2	New	+$211	﹤0.01%	827
2018 Q1	–	Sell	-59	Closed	-$5K	–	632
2017 Q4	$5K	Buy	+59	New	+$5.61K	﹤0.01%	614
2016 Q3	–	Sell	-65	Closed	-$5K	–	466
2016 Q2	$5K	Buy	+65	New	+$5.03K	﹤0.01%	394
2015 Q4	–	Sell	-1,528	Closed	-$104K	–	484
2015 Q3	$104K	Buy	+1,528	New	+$102K	0.05%	187

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ropes Wealth Advisors's DTE Position: Q4 2022 in Review

Ropes Wealth Advisors sold out of DTE Energy (DTE) in Q4 2022, closing a stake of 10,909 shares — an estimated $1.25M sold.

Ropes Wealth Advisors first reported a position in DTE in Q3 2015 and held it in 7 quarters. The position peaked at $1.44M in Q1 2022. 769 funds tracked by Wall St. Rank hold DTE as of Q4 2022.

Ropes Wealth Advisors reported no remaining DTE Energy position as of Q4 2022 after selling out during the quarter.
Ropes Wealth Advisors sold 10,909 DTE Energy shares in Q4 2022, an estimated $1.25M.
Ropes Wealth Advisors first reported a position in DTE Energy in Q3 2015 and held it in 7 quarters.
Ropes Wealth Advisors's DTE Energy position peaked at $1.44M in Q1 2022.
769 funds tracked by Wall St. Rank held DTE Energy as of Q4 2022.

Based on Ropes Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.