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Sage Private Wealth Group’s DTE Energy DTE Stock Holding History

Sage Private Wealth 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
2022
Q4 		– Sell
-122
Closed -$14K – 80
2022
Q3 		$14K Hold
122
– – 0.02% 129
2022
Q2 		$15K Hold
122
– – 0.02% 125
2022
Q1 		$16K Hold
122
– – 0.02% 129
2021
Q4 		$14K Hold
122
– – 0.02% 131
2021
Q3 		$14K Sell
122
-21
-15% -$2.46K 0.02% 133
2021
Q2 		$16K Hold
143
– – 0.02% 121
2021
Q1 		$16K Hold
143
– – 0.03% 123
2020
Q4 		$15K Buy
+143
New +$15.1K 0.04% 114

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sage Private Wealth Group's DTE Position: Q4 2022 in Review

Sage Private Wealth Group sold out of DTE Energy (DTE) in Q4 2022, closing a stake of 122 shares — an estimated $14K sold.

Sage Private Wealth Group first reported a position in DTE in Q4 2020 and held it in 8 quarters. The position peaked at $16K in Q1 2022. 769 funds tracked by Wall St. Rank hold DTE as of Q4 2022.

  • Sage Private Wealth Group reported no remaining DTE Energy position as of Q4 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 122 DTE Energy shares in Q4 2022, an estimated $14K.
  • Sage Private Wealth Group first reported a position in DTE Energy in Q4 2020 and held it in 8 quarters.
  • Sage Private Wealth Group's DTE Energy position peaked at $16K in Q1 2022.
  • 769 funds tracked by Wall St. Rank held DTE Energy as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.