Sutton Wealth Advisors’s DTE Energy DTE Stock Holding History

Sutton Wealth Advisors’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	$10.8K	Buy	109 +1	+0.9%	+$108	0.01%	455
2023 Q2	$11.9K	Hold	108	–	–	0.01%	431
2023 Q1	$11.8K	Hold	108	–	–	0.01%	393
2022 Q4	$12.7K	Buy	108 +60	+125%	+$6.8K	﹤0.01%	854
2022 Q3	$5.52K	Hold	48	–	–	﹤0.01%	1053
2022 Q2	$6.08K	Hold	48	–	–	﹤0.01%	1034
2022 Q1	$6.35K	Buy	48 +10	+26%	+$1.22K	﹤0.01%	1053
2021 Q4	$4.54K	Hold	38	–	–	﹤0.01%	1085
2021 Q3	$4.25K	Sell	38 -7	-16%	-$821	﹤0.01%	1080
2021 Q2	$4.92K	Hold	45	–	–	﹤0.01%	1048
2021 Q1	$5.06K	Hold	45	–	–	﹤0.01%	1013
2020 Q4	$4.61K	Buy	45 +6	+15%	+$632	﹤0.01%	999
2020 Q3	$3.8K	Buy	39 +6	+18%	+$586	﹤0.01%	987
2020 Q2	$3.01K	Hold	33	–	–	﹤0.01%	1005
2020 Q1	$2.66K	Buy	33 +5	+18%	+$507	﹤0.01%	988
2019 Q4	$3.12K	Hold	28	–	–	﹤0.01%	1006
2019 Q3	$3.19K	Hold	28	–	–	﹤0.01%	1001
2019 Q2	$3.07K	Hold	28	–	–	﹤0.01%	998
2019 Q1	$2.99K	Hold	28	–	–	﹤0.01%	999
2018 Q4	$2.65K	Hold	28	–	–	﹤0.01%	966
2018 Q3	$2.62K	Hold	28	–	–	﹤0.01%	974
2018 Q2	$2.49K	Hold	28	–	–	﹤0.01%	995
2018 Q1	$2.51K	Hold	28	–	–	﹤0.01%	991
2017 Q4	$2.63K	Hold	28	–	–	﹤0.01%	951
2017 Q3	$2.58K	Hold	28	–	–	﹤0.01%	934
2017 Q2	$2.54K	Hold	28	–	–	﹤0.01%	943
2017 Q1	$2.45K	Hold	28	–	–	﹤0.01%	923
2016 Q4	$2.36K	Hold	28	–	–	﹤0.01%	919
2016 Q3	$2.25K	Hold	28	–	–	﹤0.01%	914
2016 Q2	$2.38K	Hold	28	–	–	﹤0.01%	872
2016 Q1	$2.18K	Buy	+28	New	+$2.02K	﹤0.01%	869

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Sutton Wealth Advisors's DTE Position: Q3 2023 in Review

Sutton Wealth Advisors increased its DTE Energy (DTE) stake by 0.93% in Q3 2023, buying an estimated $108 and bringing the position to 109 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #455.

Sutton Wealth Advisors first reported a position in DTE in Q1 2016 and has held it in 31 quarters since. The position peaked at $12.7K in Q4 2022. 713 funds tracked by Wall St. Rank hold DTE as of Q3 2023.

Sutton Wealth Advisors held 109 shares of DTE Energy worth $10.8K as of Q3 2023.
Sutton Wealth Advisors bought 1 DTE Energy share in Q3 2023, an estimated $108.
DTE Energy made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #455 holding.
Sutton Wealth Advisors first reported a position in DTE Energy in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's DTE Energy position peaked at $12.7K in Q4 2022.
713 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.