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Tiedemann Advisors’s DTE Energy DTE Stock Holding History

Tiedemann 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
Q1 		– Sell
-5,936
Closed -$703K – 251
2022
Q4 		$703K Buy
5,936
+13
+0.2% +$1.47K 0.03% 140
2022
Q3 		$687K Buy
5,923
+1,533
+35% +$198K 0.04% 133
2022
Q2 		$561K Sell
4,390
-38
-0.9% -$4.96K 0.04% 149
2022
Q1 		$589K Buy
4,428
+38
+0.9% +$4.63K 0.03% 177
2021
Q4 		$528K Hold
4,390
– – 0.03% 186
2021
Q3 		$494K Sell
4,390
-926
-17% -$109K 0.03% 194
2021
Q2 		$591K Sell
5,316
-228
-4% -$26.7K 0.02% 221
2021
Q1 		$632K Sell
5,544
-26
-0.5% -$2.73K 0.03% 195
2020
Q4 		$580K Sell
5,570
-55,388
-91% -$5.84M 0.03% 194
2020
Q3 		$6.02M Sell
60,958
-1,659
-3% -$162K 0.29% 52
2020
Q2 		$5.8M Buy
62,617
+40,586
+184% +$3.59M 0.31% 48
2020
Q1 		$1.8M Buy
+22,031
New +$2.24M 0.12% 105
2017
Q4 		– Sell
-2,698
Closed -$215K – 253
2017
Q3 		$215K Sell
2,698
-732
-21% -$67.8K 0.02% 316
2017
Q2 		$309K Buy
3,430
+791
+30% +$71.7K 0.02% 362
2017
Q1 		$229K Sell
2,639
-61
-2% -$5.17K 0.02% 352
2016
Q4 		$226K Buy
+2,700
New +$217K 0.02% 287

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Tiedemann Advisors's DTE Position: Q1 2023 in Review

Tiedemann Advisors sold out of DTE Energy (DTE) in Q1 2023, closing a stake of 5,936 shares — an estimated $703K sold.

Tiedemann Advisors first reported a position in DTE in Q4 2016 and held it in 16 quarters. The position peaked at $6.02M in Q3 2020. 726 funds tracked by Wall St. Rank hold DTE as of Q1 2023.

  • Tiedemann Advisors reported no remaining DTE Energy position as of Q1 2023 after selling out during the quarter.
  • Tiedemann Advisors sold 5,936 DTE Energy shares in Q1 2023, an estimated $703K.
  • Tiedemann Advisors first reported a position in DTE Energy in Q4 2016 and held it in 16 quarters.
  • Tiedemann Advisors's DTE Energy position peaked at $6.02M in Q3 2020.
  • 726 funds tracked by Wall St. Rank held DTE Energy as of Q1 2023.

Based on Tiedemann Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.