SC&H Financial Advisors’s DTE Energy DTE Stock Holding History

SC&H Financial Advisors’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
2024 Q4	–	Sell	-1,620	Closed	-$208K	–	150
2024 Q3	$208K	Buy	+1,620	New	+$195K	0.05%	149
2024 Q1	–	Sell	-2,015	Closed	-$222K	–	145
2023 Q4	$222K	Hold	2,015	–	–	0.06%	130
2023 Q3	$200K	Sell	2,015 -347	-15%	-$37.3K	0.07%	129
2023 Q2	$260K	Hold	2,362	–	–	0.09%	119
2023 Q1	$259K	Buy	2,362 +395	+20%	+$44.2K	0.09%	120
2022 Q4	$231K	Hold	1,967	–	–	0.1%	118
2022 Q3	$226K	Sell	1,967 -372	-16%	-$48.1K	0.11%	118
2022 Q2	$296K	Buy	2,339 +350	+18%	+$45.6K	0.14%	117
2022 Q1	$263K	Hold	1,989	–	–	0.13%	130
2021 Q4	$238K	Buy	+1,989	New	+$227K	0.13%	138

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SC&H Financial Advisors's DTE Position: Q4 2024 in Review

SC&H Financial Advisors sold out of DTE Energy (DTE) in Q4 2024, closing a stake of 1,620 shares — an estimated $208K sold.

SC&H Financial Advisors first reported a position in DTE in Q4 2021 and held it in 10 quarters. The position peaked at $296K in Q2 2022. 876 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

SC&H Financial Advisors reported no remaining DTE Energy position as of Q4 2024 after selling out during the quarter.
SC&H Financial Advisors sold 1,620 DTE Energy shares in Q4 2024, an estimated $208K.
SC&H Financial Advisors first reported a position in DTE Energy in Q4 2021 and held it in 10 quarters.
SC&H Financial Advisors's DTE Energy position peaked at $296K in Q2 2022.
876 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on SC&H Financial Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.