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Surevest’s DTE Energy DTE Stock Holding History

Surevest’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
2022
Q3 		$17K Hold
147
– – ﹤0.01% 253
2022
Q2 		$19K Buy
147
+140
+2,000% +$18.3K 0.01% 268
2022
Q1 		$1K Hold
7
– – ﹤0.01% 450
2021
Q4 		$1K Buy
+7
New +$800 ﹤0.01% 460

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Surevest's DTE Position: Q3 2022 in Review

Surevest held its DTE Energy (DTE) position steady in Q3 2022 at 147 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Surevest first reported a position in DTE in Q4 2021 and has held it in 4 quarters since. The position peaked at $19K in Q2 2022. 703 funds tracked by Wall St. Rank hold DTE as of Q3 2022.

  • Surevest held 147 shares of DTE Energy worth $17K as of Q3 2022.
  • Surevest left its DTE Energy share count unchanged in Q3 2022.
  • DTE Energy made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #253 holding.
  • Surevest first reported a position in DTE Energy in Q4 2021 and has held it in 4 quarters since.
  • Surevest's DTE Energy position peaked at $19K in Q2 2022.
  • 703 funds tracked by Wall St. Rank held DTE Energy as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.