Safeguard Financial’s DTE Energy DTE Stock Holding History

Safeguard Financial’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	-263	Closed	-$28K	–	195
2023 Q2	$28K	Buy	+263	New	+$29.3K	0.01%	220

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

Safeguard Financial's DTE Position: Q3 2023 in Review

Safeguard Financial sold out of DTE Energy (DTE) in Q3 2023, closing a stake of 263 shares — an estimated $28K sold.

Safeguard Financial first reported a position in DTE in Q2 2023 and held it in 1 quarter. The position peaked at $28K in Q2 2023. 712 funds tracked by Wall St. Rank hold DTE as of Q3 2023.

Safeguard Financial reported no remaining DTE Energy position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 263 DTE Energy shares in Q3 2023, an estimated $28K.
Safeguard Financial first reported a position in DTE Energy in Q2 2023 and held it in 1 quarter.
Safeguard Financial's DTE Energy position peaked at $28K in Q2 2023.
712 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.