Triad Wealth Partners’s DTE Energy DTE Stock Holding History

Triad 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
2024 Q3	–	Sell	-55	Closed	-$6.11K	–	276
2024 Q2	$6.11K	Buy	+55	New	+$6.15K	﹤0.01%	529

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Triad Wealth Partners's DTE Position: Q3 2024 in Review

Triad Wealth Partners sold out of DTE Energy (DTE) in Q3 2024, closing a stake of 55 shares — an estimated $6.11K sold.

Triad Wealth Partners first reported a position in DTE in Q2 2024 and held it in 1 quarter. The position peaked at $6.11K in Q2 2024. 841 funds tracked by Wall St. Rank hold DTE as of Q3 2024.

Triad Wealth Partners reported no remaining DTE Energy position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 55 DTE Energy shares in Q3 2024, an estimated $6.11K.
Triad Wealth Partners first reported a position in DTE Energy in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's DTE Energy position peaked at $6.11K in Q2 2024.
841 funds tracked by Wall St. Rank held DTE Energy as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.