SeaCrest Wealth Management’s DTE Energy DTE Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-1,455	Closed	-$184K	–	849
2022 Q2	$184K	Buy	+1,455	New	+$190K	0.02%	635
2019 Q2	–	Sell	-1,365	Closed	-$145K	–	854
2019 Q1	$145K	Hold	1,365	–	–	0.02%	567
2018 Q4	$128K	Hold	1,365	–	–	0.03%	571
2018 Q3	$127K	Hold	1,365	–	–	0.02%	666
2018 Q2	$120K	Hold	1,365	–	–	0.02%	661
2018 Q1	$121K	Sell	1,365 -113	-8%	-$9.91K	0.02%	640
2017 Q4	$138K	Buy	+1,478	New	+$140K	0.03%	601

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

SeaCrest Wealth Management's DTE Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of DTE Energy (DTE) in Q3 2022, closing a stake of 1,455 shares — an estimated $184K sold.

SeaCrest Wealth Management first reported a position in DTE in Q4 2017 and held it in 7 quarters. The position peaked at $184K in Q2 2022. 703 funds tracked by Wall St. Rank hold DTE as of Q3 2022.

SeaCrest Wealth Management reported no remaining DTE Energy position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,455 DTE Energy shares in Q3 2022, an estimated $184K.
SeaCrest Wealth Management first reported a position in DTE Energy in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's DTE Energy position peaked at $184K in Q2 2022.
703 funds tracked by Wall St. Rank held DTE Energy as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.