Selective Wealth Management’s DTE Energy DTE Stock Holding History

Selective 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 Q4	–	Sell	-275	Closed	-$32K	–	264
2022 Q3	$32K	Hold	275	–	–	0.01%	355
2022 Q2	$35K	Hold	275	–	–	0.01%	376
2022 Q1	$36K	Hold	275	–	–	0.01%	356
2021 Q4	$33K	Hold	275	–	–	0.01%	332
2021 Q3	$31K	Sell	275 -48	-15%	-$5.63K	0.02%	320
2021 Q2	$36K	Buy	323 +117	+57%	+$13.7K	0.03%	217
2021 Q1	$23K	Hold	206	–	–	0.02%	180
2020 Q4	$21K	Hold	206	–	–	0.01%	181
2020 Q3	$20K	Hold	206	–	–	0.02%	157
2020 Q2	$19K	Hold	206	–	–	0.02%	180
2020 Q1	$17K	Hold	206	–	–	0.03%	119
2019 Q4	$23K	Hold	206	–	–	0.03%	113
2019 Q3	$23K	Buy	+206	New	+$22.8K	0.03%	114

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

Selective Wealth Management's DTE Position: Q4 2022 in Review

Selective Wealth Management sold out of DTE Energy (DTE) in Q4 2022, closing a stake of 275 shares — an estimated $32K sold.

Selective Wealth Management first reported a position in DTE in Q3 2019 and held it in 13 quarters. The position peaked at $36K in Q1 2022. 769 funds tracked by Wall St. Rank hold DTE as of Q4 2022.

Selective Wealth Management reported no remaining DTE Energy position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 275 DTE Energy shares in Q4 2022, an estimated $32K.
Selective Wealth Management first reported a position in DTE Energy in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's DTE Energy position peaked at $36K in Q1 2022.
769 funds tracked by Wall St. Rank held DTE Energy as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.