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Telemus Capital’s DTE Energy DTE Stock Holding History

Telemus Capital’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
Q4 		$412K Buy
3,739
+30
+0.8% +$3.07K 0.03% 254
2023
Q3 		$368K Buy
3,709
+111
+3% +$11.9K 0.03% 243
2023
Q2 		$396K Sell
3,598
-329
-8% -$36.7K 0.03% 243
2023
Q1 		$430K Buy
3,927
+137
+4% +$15.3K 0.04% 234
2022
Q4 		$453K Buy
3,790
+133
+4% +$15.1K 0.04% 232
2022
Q3 		$421K Buy
3,657
+77
+2% +$9.95K 0.04% 217
2022
Q2 		$454K Buy
+3,580
New +$467K 0.04% 241
2021
Q4 		– Sell
-1,979
Closed -$221K – 382
2021
Q3 		$221K Sell
1,979
-346
-15% -$40.6K 0.02% 321
2021
Q2 		$256K Sell
2,325
-134
-5% -$15.7K 0.02% 306
2021
Q1 		$281K Sell
2,459
-516
-17% -$54.2K 0.02% 331
2020
Q4 		$307K Sell
2,975
-47
-2% -$4.95K 0.02% 316
2020
Q3 		$307K Sell
3,022
-118
-4% -$11.5K 0.02% 370
2020
Q2 		$287K Hold
3,140
– – 0.02% 348
2020
Q1 		$287K Sell
3,140
-29
-0.9% -$2.94K 0.02% 313
2019
Q4 		$350K Buy
3,169
+588
+23% +$63.4K 0.03% 294
2019
Q3 		$292K Sell
2,581
-13
-0.5% -$1.44K 0.02% 307
2019
Q2 		$280K Sell
2,594
-8,738
-77% -$938K 0.02% 300
2019
Q1 		$1.2M Sell
11,332
-107
-0.9% -$10.8K 0.09% 166
2018
Q4 		$1.07M Buy
11,439
+77
+0.7% +$7.52K 0.09% 171
2018
Q3 		$1.05M Sell
11,362
-47
-0.4% -$4.38K 0.08% 193
2018
Q2 		$1.01M Sell
11,409
-48
-0.4% -$4.16K 0.08% 204
2018
Q1 		$1.02M Hold
11,457
– – 0.08% 194
2017
Q4 		$1.07M Buy
11,457
+9,199
+407% +$874K 0.08% 197
2017
Q3 		$206K Sell
2,258
-8,936
-80% -$828K 0.02% 312
2017
Q2 		$1.01M Buy
11,194
+1,217
+12% +$110K 0.1% 151
2017
Q1 		$867K Buy
+9,977
New +$845K 0.09% 159
2016
Q4 		– Sell
-4,102
Closed -$327K – 312
2016
Q3 		$327K Hold
4,102
– – 0.04% 263
2016
Q2 		$346K Buy
+4,102
New +$317K 0.04% 255

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Telemus Capital's DTE Position: Q4 2023 in Review

Telemus Capital increased its DTE Energy (DTE) stake by 0.81% in Q4 2023, buying an estimated $3.07K and bringing the position to 3,739 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #254.

Telemus Capital first reported a position in DTE in Q2 2016 and has held it in 28 quarters since. The position peaked at $1.2M in Q1 2019. 753 funds tracked by Wall St. Rank hold DTE as of Q4 2023.

  • Telemus Capital held 3,739 shares of DTE Energy worth $412K as of Q4 2023.
  • Telemus Capital bought 30 DTE Energy shares in Q4 2023, an estimated $3.07K.
  • DTE Energy made up 0.03% of Telemus Capital's portfolio in Q4 2023, its #254 holding.
  • Telemus Capital first reported a position in DTE Energy in Q2 2016 and has held it in 28 quarters since.
  • Telemus Capital's DTE Energy position peaked at $1.2M in Q1 2019.
  • 753 funds tracked by Wall St. Rank held DTE Energy as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.