Syntax Advisors’s DTE Energy DTE Stock Holding History

Syntax 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	$239K	Buy	2,403 +211	+10%	+$22.7K	0.21%	117
2023 Q2	$241K	Sell	2,192 -246	-10%	-$27.4K	0.19%	141
2023 Q1	$267K	Buy	2,438 +236	+11%	+$26.4K	0.2%	110
2022 Q4	$259K	Buy	2,202 +188	+9%	+$21.3K	0.22%	110
2022 Q3	$232K	Buy	2,014 +14	+0.7%	+$1.81K	0.2%	146
2022 Q2	$253K	Buy	2,000 +78	+4%	+$10.2K	0.21%	116
2022 Q1	$254K	Sell	1,922 -454	-19%	-$55.4K	0.21%	127
2021 Q4	$284K	Buy	+2,376	New	+$272K	0.21%	116

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 $94.8B AUM 24.11% 1-Year Est. Return

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

Syntax Advisors's DTE Position: Q3 2023 in Review

Syntax Advisors increased its DTE Energy (DTE) stake by 9.6% in Q3 2023, buying an estimated $22.7K and bringing the position to 2,403 shares worth $239K. The position accounts for 0.21% of the portfolio, ranked #117.

Syntax Advisors first reported a position in DTE in Q4 2021 and has held it in 8 quarters since. The position peaked at $284K in Q4 2021. 712 funds tracked by Wall St. Rank hold DTE as of Q3 2023.

Syntax Advisors held 2,403 shares of DTE Energy worth $239K as of Q3 2023.
Syntax Advisors bought 211 DTE Energy shares in Q3 2023, an estimated $22.7K.
DTE Energy made up 0.21% of Syntax Advisors's portfolio in Q3 2023, its #117 holding.
Syntax Advisors first reported a position in DTE Energy in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's DTE Energy position peaked at $284K in Q4 2021.
712 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.