Symmetry Partners’s DTE Energy DTE Stock Holding History

Symmetry 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	-2,254	Closed	-$250K	–	214
2024 Q2	$250K	Hold	2,254	–	–	0.01%	450
2024 Q1	$253K	Hold	2,254	–	–	0.02%	471
2023 Q4	$249K	Hold	2,254	–	–	0.01%	439
2023 Q3	$224K	Hold	2,254	–	–	0.01%	494
2023 Q2	$248K	Hold	2,254	–	–	0.01%	507
2023 Q1	$247K	Hold	2,254	–	–	0.01%	490
2022 Q4	$265K	Sell	2,254 -7,193	-76%	-$815K	0.02%	487
2022 Q3	$1.09M	Hold	9,447	–	–	0.07%	154
2022 Q2	$1.2M	Buy	9,447 +7,193	+319%	+$938K	0.08%	137
2022 Q1	$298K	Hold	2,254	–	–	0.02%	507
2021 Q4	$269K	Hold	2,254	–	–	0.02%	538
2021 Q3	$256K	Sell	2,254 -394	-15%	-$46.2K	0.02%	588
2021 Q2	$292K	Hold	2,648	–	–	0.02%	574
2021 Q1	$300K	Hold	2,648	–	–	0.02%	555
2020 Q4	$274K	Buy	+2,648	New	+$279K	0.02%	539
2020 Q1	–	Sell	-3,104	Closed	-$343K	–	302
2019 Q4	$343K	Sell	3,104 -4,830	-61%	-$521K	0.07%	231
2019 Q3	$898K	Sell	7,934 -953	-11%	-$105K	0.19%	69
2019 Q2	$967K	Hold	8,887	–	–	0.2%	73
2019 Q1	$943K	Buy	8,887 +5,543	+166%	+$560K	0.16%	82
2018 Q4	$314K	Buy	+3,344	New	+$327K	0.08%	180

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

Symmetry Partners's DTE Position: Q3 2024 in Review

Symmetry Partners sold out of DTE Energy (DTE) in Q3 2024, closing a stake of 2,254 shares — an estimated $250K sold.

Symmetry Partners first reported a position in DTE in Q4 2018 and held it in 20 quarters. The position peaked at $1.2M in Q2 2022. 841 funds tracked by Wall St. Rank hold DTE as of Q3 2024.

Symmetry Partners reported no remaining DTE Energy position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 2,254 DTE Energy shares in Q3 2024, an estimated $250K.
Symmetry Partners first reported a position in DTE Energy in Q4 2018 and held it in 20 quarters.
Symmetry Partners's DTE Energy position peaked at $1.2M in Q2 2022.
841 funds tracked by Wall St. Rank held DTE Energy as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.