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U.S. Capital Wealth Advisors’s DTE Energy DTE Stock Holding History

U.S. Capital Wealth Advisors’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
-248
Closed -$29.1K – 874
2022
Q4 		$29.1K Buy
+248
New +$28.1K ﹤0.01% 1013

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

U.S. Capital Wealth Advisors's DTE Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of DTE Energy (DTE) in Q1 2023, closing a stake of 248 shares — an estimated $29.1K sold.

U.S. Capital Wealth Advisors first reported a position in DTE in Q4 2022 and held it in 1 quarter. The position peaked at $29.1K in Q4 2022. 726 funds tracked by Wall St. Rank hold DTE as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining DTE Energy position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 248 DTE Energy shares in Q1 2023, an estimated $29.1K.
  • U.S. Capital Wealth Advisors first reported a position in DTE Energy in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's DTE Energy position peaked at $29.1K in Q4 2022.
  • 726 funds tracked by Wall St. Rank held DTE Energy as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.