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Steward Financial Group’s DTE Energy DTE Stock Holding History

Steward Financial Group’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
Q3 		$2K Buy
+29
New +$3.12K ﹤0.01% 962
2022
Q3 		– Sell
-6
Closed – – 434
2022
Q2 		$0 Buy
+6
New +$783 ﹤0.01% 1071

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Steward Financial Group's DTE Position: Q3 2023 in Review

Steward Financial Group opened a new position in DTE Energy (DTE) in Q3 2023: 29 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in DTE as recently as Q2 2022.

Steward Financial Group first reported a position in DTE in Q2 2022 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold DTE as of Q3 2023.

  • Steward Financial Group held 29 shares of DTE Energy worth $2K as of Q3 2023.
  • DTE Energy was a new Steward Financial Group position in Q3 2023.
  • DTE Energy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #962 holding.
  • Steward Financial Group first reported a position in DTE Energy in Q2 2022 and has held it in 2 quarters since.
  • 712 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.