Valley Wealth Managers’s DTE Energy DTE Stock Holding History

Valley Wealth Managers’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	-30	Closed	-$3.33K	–	414
2024 Q2	$3.33K	Buy	+30	New	+$3.35K	﹤0.01%	318
2020 Q3	–	Sell	-3,288	Closed	-$301K	–	165
2020 Q2	$301K	Sell	3,288 -17	-0.5%	-$1.5K	0.03%	145
2020 Q1	$267K	Sell	3,305 -3,173	-49%	-$322K	0.03%	146
2019 Q4	$716K	Hold	6,478	–	–	0.07%	114
2019 Q3	$733K	Sell	6,478 -372	-5%	-$41.1K	0.08%	113
2019 Q2	$746K	Sell	6,850 -208	-3%	-$22.3K	0.08%	117
2019 Q1	$750K	Buy	+7,058	New	+$713K	0.08%	124
2017 Q3	–	Sell	-4,209	Closed	-$379K	–	121
2017 Q2	$379K	Sell	4,209 -4,209	-50%	-$381K	0.05%	103
2017 Q1	$732K	Hold	8,418	–	–	0.1%	97
2016 Q4	$706K	Hold	8,418	–	–	0.1%	94
2016 Q3	$672K	Hold	8,418	–	–	0.1%	96
2016 Q2	$710K	Buy	8,418 +4,209	+100%	+$326K	0.11%	92
2016 Q1	$325K	Buy	+4,209	New	+$304K	0.05%	92

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

Valley Wealth Managers's DTE Position: Q3 2024 in Review

Valley Wealth Managers sold out of DTE Energy (DTE) in Q3 2024, closing a stake of 30 shares — an estimated $3.33K sold.

Valley Wealth Managers first reported a position in DTE in Q1 2016 and held it in 13 quarters. The position peaked at $750K in Q1 2019. 841 funds tracked by Wall St. Rank hold DTE as of Q3 2024.

Valley Wealth Managers reported no remaining DTE Energy position as of Q3 2024 after selling out during the quarter.
Valley Wealth Managers sold 30 DTE Energy shares in Q3 2024, an estimated $3.33K.
Valley Wealth Managers first reported a position in DTE Energy in Q1 2016 and held it in 13 quarters.
Valley Wealth Managers's DTE Energy position peaked at $750K in Q1 2019.
841 funds tracked by Wall St. Rank held DTE Energy as of Q3 2024.

Based on Valley Wealth Managers's 13F filing for Q3 2024, filed 6 Nov 2024.