TWM
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Titus Wealth Management’s DTE Energy DTE Stock Holding History

Titus Wealth Management’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
2021
Q3 		– Sell
-2,725
Closed -$301K – 165
2021
Q2 		$301K Hold
2,725
– – 0.16% 106
2021
Q1 		$309K Hold
2,725
– – 0.18% 94
2020
Q4 		$282K Buy
+2,725
New +$287K 0.17% 97

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Titus Wealth Management's DTE Position: Q3 2021 in Review

Titus Wealth Management sold out of DTE Energy (DTE) in Q3 2021, closing a stake of 2,725 shares — an estimated $301K sold.

Titus Wealth Management first reported a position in DTE in Q4 2020 and held it in 3 quarters. The position peaked at $309K in Q1 2021. 652 funds tracked by Wall St. Rank hold DTE as of Q3 2021.

  • Titus Wealth Management reported no remaining DTE Energy position as of Q3 2021 after selling out during the quarter.
  • Titus Wealth Management sold 2,725 DTE Energy shares in Q3 2021, an estimated $301K.
  • Titus Wealth Management first reported a position in DTE Energy in Q4 2020 and held it in 3 quarters.
  • Titus Wealth Management's DTE Energy position peaked at $309K in Q1 2021.
  • 652 funds tracked by Wall St. Rank held DTE Energy as of Q3 2021.

Based on Titus Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.