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Schubert & Co’s DTE Energy DTE Stock Holding History

Schubert & Co’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
Q2 		– Sell
-19
Closed -$2.08K – 464
2023
Q1 		$2.08K Sell
19
-1
-5% -$112 ﹤0.01% 899
2022
Q4 		$2.35K Sell
20
-13
-39% -$1.47K ﹤0.01% 791
2022
Q3 		$4K Buy
33
+11
+50% +$1.42K ﹤0.01% 475
2022
Q2 		$3K Buy
22
+10
+83% +$1.3K ﹤0.01% 566
2022
Q1 		$2K Buy
12
+3
+33% +$366 ﹤0.01% 386
2021
Q4 		$1K Buy
+9
New +$1.03K ﹤0.01% 604

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Schubert & Co's DTE Position: Q2 2023 in Review

Schubert & Co sold out of DTE Energy (DTE) in Q2 2023, closing a stake of 19 shares — an estimated $2.08K sold.

Schubert & Co first reported a position in DTE in Q4 2021 and held it in 6 quarters. The position peaked at $4K in Q3 2022. 731 funds tracked by Wall St. Rank hold DTE as of Q2 2023.

  • Schubert & Co reported no remaining DTE Energy position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 19 DTE Energy shares in Q2 2023, an estimated $2.08K.
  • Schubert & Co first reported a position in DTE Energy in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's DTE Energy position peaked at $4K in Q3 2022.
  • 731 funds tracked by Wall St. Rank held DTE Energy as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.