Sageworth Trust’s DTE Energy DTE Stock Holding History

Sageworth Trust’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	-5	Closed	-$1K	–	511
2022 Q4	$1K	Buy	+5	New	+$567	﹤0.01%	405
2020 Q3	–	Sell	-1	Closed	–	–	226
2020 Q2	$0	Buy	+1	New	+$88	﹤0.01%	245

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

Sageworth Trust's DTE Position: Q1 2023 in Review

Sageworth Trust sold out of DTE Energy (DTE) in Q1 2023, closing a stake of 5 shares — an estimated $1K sold.

Sageworth Trust first reported a position in DTE in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2022. 726 funds tracked by Wall St. Rank hold DTE as of Q1 2023.

Sageworth Trust reported no remaining DTE Energy position as of Q1 2023 after selling out during the quarter.
Sageworth Trust sold 5 DTE Energy shares in Q1 2023, an estimated $1K.
Sageworth Trust first reported a position in DTE Energy in Q2 2020 and held it in 2 quarters.
Sageworth Trust's DTE Energy position peaked at $1K in Q4 2022.
726 funds tracked by Wall St. Rank held DTE Energy as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.