TWP
DTE icon

TFO Wealth Partners’s DTE Energy DTE Stock Holding History

TFO Wealth 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
2022
Q3 		– Sell
-9
Closed -$1K – 232
2022
Q2 		$1K Buy
+9
New +$1.17K ﹤0.01% 395
2020
Q3 		– Sell
-118
Closed -$11K – 165
2020
Q2 		$11K Buy
+118
New +$10.4K ﹤0.01% 85

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TFO Wealth Partners's DTE Position: Q3 2022 in Review

TFO Wealth Partners sold out of DTE Energy (DTE) in Q3 2022, closing a stake of 9 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in DTE in Q2 2020 and held it in 2 quarters. The position peaked at $11K in Q2 2020. 703 funds tracked by Wall St. Rank hold DTE as of Q3 2022.

  • TFO Wealth Partners reported no remaining DTE Energy position as of Q3 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 9 DTE Energy shares in Q3 2022, an estimated $1K.
  • TFO Wealth Partners first reported a position in DTE Energy in Q2 2020 and held it in 2 quarters.
  • TFO Wealth Partners's DTE Energy position peaked at $11K in Q2 2020.
  • 703 funds tracked by Wall St. Rank held DTE Energy as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.