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Sargent Bickham Lagudis’s DTE Energy DTE Stock Holding History

Sargent Bickham Lagudis’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 		$33.8K Sell
288
-96
-25% -$10.9K ﹤0.01% 505
2022
Q3 		$44K Buy
+384
New +$49.6K ﹤0.01% 431

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

Sargent Bickham Lagudis's DTE Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its DTE Energy (DTE) stake by 25% in Q4 2022, selling an estimated $10.9K and leaving 288 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Sargent Bickham Lagudis first reported a position in DTE in Q3 2022 and has held it in 2 quarters since. The position peaked at $44K in Q3 2022. 769 funds tracked by Wall St. Rank hold DTE as of Q4 2022.

  • Sargent Bickham Lagudis held 288 shares of DTE Energy worth $33.8K as of Q4 2022.
  • Sargent Bickham Lagudis sold 96 DTE Energy shares in Q4 2022, an estimated $10.9K.
  • DTE Energy made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #505 holding.
  • Sargent Bickham Lagudis first reported a position in DTE Energy in Q3 2022 and has held it in 2 quarters since.
  • Sargent Bickham Lagudis's DTE Energy position peaked at $44K in Q3 2022.
  • 769 funds tracked by Wall St. Rank held DTE Energy as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.