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Trilogy Capital’s DTE Energy DTE Stock Holding History

Trilogy 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
Q1 		– Sell
-2,210
Closed -$260K – 249
2022
Q4 		$260K Buy
2,210
+444
+25% +$50.3K 0.02% 226
2022
Q3 		$203K Buy
+1,766
New +$228K 0.02% 173
2018
Q1 		– Sell
-6,057
Closed -$564K – 484
2017
Q4 		$564K Buy
+6,057
New +$576K 0.09% 70

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

Trilogy Capital's DTE Position: Q1 2023 in Review

Trilogy Capital sold out of DTE Energy (DTE) in Q1 2023, closing a stake of 2,210 shares — an estimated $260K sold.

Trilogy Capital first reported a position in DTE in Q4 2017 and held it in 3 quarters. The position peaked at $564K in Q4 2017. 726 funds tracked by Wall St. Rank hold DTE as of Q1 2023.

  • Trilogy Capital reported no remaining DTE Energy position as of Q1 2023 after selling out during the quarter.
  • Trilogy Capital sold 2,210 DTE Energy shares in Q1 2023, an estimated $260K.
  • Trilogy Capital first reported a position in DTE Energy in Q4 2017 and held it in 3 quarters.
  • Trilogy Capital's DTE Energy position peaked at $564K in Q4 2017.
  • 726 funds tracked by Wall St. Rank held DTE Energy as of Q1 2023.

Based on Trilogy Capital's 13F filing for Q1 2023, filed 17 Apr 2023.