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SYSTM Wealth Solutions’s DTE Energy DTE Stock Holding History

SYSTM Wealth Solutions’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
-1,175
Closed -$131K – 254
2024
Q2 		$131K Sell
1,175
-728
-38% -$81.4K 0.03% 224
2024
Q1 		$214K Buy
1,903
+1,182
+164% +$128K 0.03% 393
2023
Q4 		$79.6K Buy
+721
New +$73.9K 0.01% 491

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SYSTM Wealth Solutions's DTE Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of DTE Energy (DTE) in Q3 2024, closing a stake of 1,175 shares — an estimated $131K sold.

SYSTM Wealth Solutions first reported a position in DTE in Q4 2023 and held it in 3 quarters. The position peaked at $214K in Q1 2024. 841 funds tracked by Wall St. Rank hold DTE as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining DTE Energy position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,175 DTE Energy shares in Q3 2024, an estimated $131K.
  • SYSTM Wealth Solutions first reported a position in DTE Energy in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's DTE Energy position peaked at $214K in Q1 2024.
  • 841 funds tracked by Wall St. Rank held DTE Energy as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.