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Simplicity Wealth’s DTE Energy DTE Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-4,193
Closed -$465K – 684
2024
Q2 		$465K Sell
4,193
-126
-3% -$14.1K 0.01% 788
2024
Q1 		$484K Buy
+4,319
New +$466K 0.01% 751

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Simplicity Wealth's DTE Position: Q3 2024 in Review

Simplicity Wealth sold out of DTE Energy (DTE) in Q3 2024, closing a stake of 4,193 shares — an estimated $465K sold.

Simplicity Wealth first reported a position in DTE in Q1 2024 and held it in 2 quarters. The position peaked at $484K in Q1 2024. 841 funds tracked by Wall St. Rank hold DTE as of Q3 2024.

  • Simplicity Wealth reported no remaining DTE Energy position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 4,193 DTE Energy shares in Q3 2024, an estimated $465K.
  • Simplicity Wealth first reported a position in DTE Energy in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's DTE Energy position peaked at $484K in Q1 2024.
  • 841 funds tracked by Wall St. Rank held DTE Energy as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.