TrustCore Financial Services’s DTE Energy DTE Stock Holding History

TrustCore Financial Services’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
2022 Q4	$11.8K	Hold	100	–	–	﹤0.01%	694
2022 Q3	$12K	Hold	100	–	–	﹤0.01%	707
2022 Q2	$13K	Hold	100	–	–	﹤0.01%	705
2022 Q1	$13K	Buy	+100	New	+$12.2K	﹤0.01%	710
2021 Q4	–	Sell	-100	Closed	-$11K	–	958
2021 Q3	$11K	Sell	100 -18	-15%	-$2.11K	﹤0.01%	735
2021 Q2	$13K	Hold	118	–	–	﹤0.01%	693
2021 Q1	$13K	Hold	118	–	–	﹤0.01%	648
2020 Q4	$12K	Hold	118	–	–	﹤0.01%	644
2020 Q3	$12K	Hold	118	–	–	﹤0.01%	577
2020 Q2	$11K	Hold	118	–	–	﹤0.01%	608
2020 Q1	$9K	Hold	118	–	–	﹤0.01%	604
2019 Q4	$13K	Hold	118	–	–	﹤0.01%	583
2019 Q3	$13K	Hold	118	–	–	﹤0.01%	589
2019 Q2	$13K	Hold	118	–	–	﹤0.01%	579
2019 Q1	$12K	Buy	+118	New	+$11.9K	﹤0.01%	519
2018 Q4	–	Sell	-118	Closed	-$11K	–	509
2018 Q3	$11K	Hold	118	–	–	﹤0.01%	546
2018 Q2	$10K	Hold	118	–	–	﹤0.01%	556
2018 Q1	$10K	Hold	118	–	–	﹤0.01%	498
2017 Q4	$11K	Buy	+118	New	+$11.2K	﹤0.01%	463

Other funds holding DTE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TrustCore Financial Services's DTE Position: Q4 2022 in Review

TrustCore Financial Services held its DTE Energy (DTE) position steady in Q4 2022 at 100 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

TrustCore Financial Services first reported a position in DTE in Q4 2017 and has held it in 19 quarters since. The position peaked at $13K in Q2 2022. 770 funds tracked by Wall St. Rank hold DTE as of Q4 2022.

TrustCore Financial Services held 100 shares of DTE Energy worth $11.8K as of Q4 2022.
TrustCore Financial Services left its DTE Energy share count unchanged in Q4 2022.
DTE Energy made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #694 holding.
TrustCore Financial Services first reported a position in DTE Energy in Q4 2017 and has held it in 19 quarters since.
TrustCore Financial Services's DTE Energy position peaked at $13K in Q2 2022.
770 funds tracked by Wall St. Rank held DTE Energy as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.