Summit Wealth Group’s DTE Energy DTE Stock Holding History

Summit Wealth 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 Q2	–	Sell	-19,170	Closed	–	–	132
2023 Q1	$0	Buy	+19,170	New	+$2.15M	﹤0.01%	184

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Summit Wealth Group's DTE Position: Q2 2023 in Review

Summit Wealth Group sold out of DTE Energy (DTE) in Q2 2023, closing a stake of 19,170 shares.

Summit Wealth Group first reported a position in DTE in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 731 funds tracked by Wall St. Rank hold DTE as of Q2 2023.

Summit Wealth Group reported no remaining DTE Energy position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 19,170 DTE Energy shares in Q2 2023.
Summit Wealth Group first reported a position in DTE Energy in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's DTE Energy position peaked at $0 in Q1 2023.
731 funds tracked by Wall St. Rank held DTE Energy as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.