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Sugarloaf Wealth Management’s DTE Energy DTE Stock Holding History

Sugarloaf 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
2024
Q4 		$12.1K Hold
100
– – ﹤0.01% 470
2024
Q3 		$12.8K Buy
+100
New +$12.1K ﹤0.01% 472

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sugarloaf Wealth Management's DTE Position: Q4 2024 in Review

Sugarloaf Wealth Management held its DTE Energy (DTE) position steady in Q4 2024 at 100 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Sugarloaf Wealth Management first reported a position in DTE in Q3 2024 and has held it in 2 quarters since. The position peaked at $12.8K in Q3 2024. 876 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

  • Sugarloaf Wealth Management held 100 shares of DTE Energy worth $12.1K as of Q4 2024.
  • Sugarloaf Wealth Management left its DTE Energy share count unchanged in Q4 2024.
  • DTE Energy made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #470 holding.
  • Sugarloaf Wealth Management first reported a position in DTE Energy in Q3 2024 and has held it in 2 quarters since.
  • Sugarloaf Wealth Management's DTE Energy position peaked at $12.8K in Q3 2024.
  • 876 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.