Sanford Advisory Services’s DTE Energy DTE Stock Holding History

Sanford Advisory Services’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	$331K	Hold	2,818	–	–	0.08%	106
2022 Q3	$324K	Hold	2,818	–	–	0.09%	84
2022 Q2	$357K	Hold	2,818	–	–	0.1%	80
2022 Q1	$373K	Hold	2,818	–	–	0.1%	78
2021 Q4	$337K	Hold	2,818	–	–	0.08%	84
2021 Q3	$315K	Sell	2,818 -493	-15%	-$57.8K	0.08%	85
2021 Q2	$365K	Hold	3,311	–	–	0.09%	77
2021 Q1	$375K	Hold	3,311	–	–	0.1%	77
2020 Q4	$342K	Buy	+3,311	New	+$349K	0.11%	70

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

Sanford Advisory Services's DTE Position: Q4 2022 in Review

Sanford Advisory Services held its DTE Energy (DTE) position steady in Q4 2022 at 2,818 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #106.

Sanford Advisory Services first reported a position in DTE in Q4 2020 and has held it in 9 quarters since. The position peaked at $375K in Q1 2021. 769 funds tracked by Wall St. Rank hold DTE as of Q4 2022.

Sanford Advisory Services held 2,818 shares of DTE Energy worth $331K as of Q4 2022.
Sanford Advisory Services left its DTE Energy share count unchanged in Q4 2022.
DTE Energy made up 0.08% of Sanford Advisory Services's portfolio in Q4 2022, its #106 holding.
Sanford Advisory Services first reported a position in DTE Energy in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's DTE Energy position peaked at $375K in Q1 2021.
769 funds tracked by Wall St. Rank held DTE Energy as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.