Simplicity Solutions’s DTE Energy DTE Stock Holding History

Simplicity Solutions’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 Q4	$478K	Buy	4,336 +2	+0%	+$205	0.01%	678
2023 Q3	$430K	Buy	4,334 +534	+14%	+$57.5K	0.01%	638
2023 Q2	$418K	Sell	3,800 -8,467	-69%	-$944K	0.01%	719
2023 Q1	$1.34M	Buy	+12,267	New	+$1.37M	0.04%	405
2021 Q1	–	Sell	-8,425	Closed	-$871K	–	595
2020 Q4	$871K	Buy	+8,425	New	+$888K	0.01%	581
2019 Q2	–	Sell	-11,728	Closed	-$1.25M	–	697
2019 Q1	$1.25M	Buy	11,728 +199	+2%	+$20.1K	0.07%	223
2018 Q4	$1.08M	Buy	+11,529	New	+$1.13M	0.14%	171

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Simplicity Solutions's DTE Position: Q4 2023 in Review

Simplicity Solutions increased its DTE Energy (DTE) stake by 0.05% in Q4 2023, buying an estimated $205 and bringing the position to 4,336 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #678.

Simplicity Solutions first reported a position in DTE in Q4 2018 and has held it in 7 quarters since. The position peaked at $1.34M in Q1 2023. 754 funds tracked by Wall St. Rank hold DTE as of Q4 2023.

Simplicity Solutions held 4,336 shares of DTE Energy worth $478K as of Q4 2023.
Simplicity Solutions bought 2 DTE Energy shares in Q4 2023, an estimated $205.
DTE Energy made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #678 holding.
Simplicity Solutions first reported a position in DTE Energy in Q4 2018 and has held it in 7 quarters since.
Simplicity Solutions's DTE Energy position peaked at $1.34M in Q1 2023.
754 funds tracked by Wall St. Rank held DTE Energy as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.