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TRUADVICE’s DTE Energy DTE Stock Holding History

TRUADVICE’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
Q3 		$225K Sell
2,283
-50
-2% -$5.38K 0.09% 214
2023
Q2 		$250K Sell
2,333
-1,665
-42% -$186K 0.09% 217
2023
Q1 		$449K Buy
3,998
+329
+9% +$36.9K 0.18% 131
2022
Q4 		$430K Sell
3,669
-1,000
-21% -$113K 0.23% 88
2022
Q3 		$525K Buy
4,669
+178
+4% +$23K 0.29% 62
2022
Q2 		$579K Buy
4,491
+2,454
+120% +$320K 0.31% 62
2022
Q1 		$262K Buy
+2,037
New +$248K 0.15% 114

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TRUADVICE's DTE Position: Q3 2023 in Review

TRUADVICE reduced its DTE Energy (DTE) stake by 2.1% in Q3 2023, selling an estimated $5.38K and leaving 2,283 shares worth $225K. The position accounts for 0.09% of the portfolio, ranked #214.

TRUADVICE first reported a position in DTE in Q1 2022 and has held it in 7 quarters since. The position peaked at $579K in Q2 2022. 712 funds tracked by Wall St. Rank hold DTE as of Q3 2023.

  • TRUADVICE held 2,283 shares of DTE Energy worth $225K as of Q3 2023.
  • TRUADVICE sold 50 DTE Energy shares in Q3 2023, an estimated $5.38K.
  • DTE Energy made up 0.09% of TRUADVICE's portfolio in Q3 2023, its #214 holding.
  • TRUADVICE first reported a position in DTE Energy in Q1 2022 and has held it in 7 quarters since.
  • TRUADVICE's DTE Energy position peaked at $579K in Q2 2022.
  • 712 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.