SWS Partners’s DTE Energy DTE Stock Holding History

SWS Partners’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 Q3	–	Sell	-545	Closed	-$60.6K	–	156
2024 Q2	$60.6K	Buy	+545	New	+$60.9K	0.02%	151
2022 Q2	–	Sell	-506	Closed	-$67K	–	83
2022 Q1	$67K	Buy	+506	New	+$61.7K	0.04%	78

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

SWS Partners's DTE Position: Q3 2024 in Review

SWS Partners sold out of DTE Energy (DTE) in Q3 2024, closing a stake of 545 shares — an estimated $60.6K sold.

SWS Partners first reported a position in DTE in Q1 2022 and held it in 2 quarters. The position peaked at $67K in Q1 2022. 841 funds tracked by Wall St. Rank hold DTE as of Q3 2024.

SWS Partners reported no remaining DTE Energy position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 545 DTE Energy shares in Q3 2024, an estimated $60.6K.
SWS Partners first reported a position in DTE Energy in Q1 2022 and held it in 2 quarters.
SWS Partners's DTE Energy position peaked at $67K in Q1 2022.
841 funds tracked by Wall St. Rank held DTE Energy as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.