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Vident Investment Advisory’s DTE Energy DTE Stock Holding History

Vident Investment Advisory’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 		– Sell
-1,949
Closed -$215K – 300
2023
Q2 		$215K Buy
1,949
+27
+1% +$3.01K 0.01% 1030
2023
Q1 		$211K Sell
1,922
-11,566
-86% -$1.3M 0.01% 1086
2022
Q4 		$1.59M Buy
13,488
+5,384
+66% +$610K 0.06% 364
2022
Q3 		$853K Buy
8,104
+1,754
+28% +$227K 0.03% 636
2022
Q2 		$800K Buy
6,350
+607
+11% +$79.2K 0.02% 703
2022
Q1 		$759K Sell
5,743
-25,679
-82% -$3.13M 0.02% 800
2021
Q4 		$3.75M Buy
31,422
+1,290
+4% +$148K 0.1% 235
2021
Q3 		$3.37M Buy
30,132
+25,820
+599% +$3.03M 0.1% 211
2021
Q2 		$476K Buy
+4,312
New +$504K 0.01% 855
2020
Q2 		– Sell
-5,535
Closed -$447K – 852
2020
Q1 		$447K Sell
5,535
-814
-13% -$82.6K 0.03% 598
2019
Q4 		$702K Sell
6,349
-783
-11% -$84.5K 0.04% 465
2019
Q3 		$807K Sell
7,132
-75
-1% -$8.29K 0.07% 212
2019
Q2 		$785K Sell
7,207
-318
-4% -$34.1K 0.06% 205
2019
Q1 		$798K Sell
7,525
-1,289
-15% -$130K 0.04% 459
2018
Q4 		$827K Buy
8,814
+1,168
+15% +$114K 0.05% 458
2018
Q3 		$710K Sell
7,646
-2,027
-21% -$189K 0.03% 577
2018
Q2 		$853K Buy
9,673
+64
+0.7% +$5.54K 0.03% 474
2018
Q1 		$846K Buy
9,609
+3,980
+71% +$349K 0.03% 427
2017
Q4 		$524K Buy
5,629
+1,132
+25% +$108K 0.02% 550
2017
Q3 		$411K Buy
+4,497
New +$417K 0.02% 562
2015
Q4 		– Sell
-106
Closed -$7K – 497
2015
Q3 		$7K Sell
106
-389
-79% -$26K ﹤0.01% 803
2015
Q2 		$31K Buy
+495
New +$33.1K ﹤0.01% 844
2015
Q1 		– Sell
-4,745
Closed -$349K – 711
2014
Q4 		$349K Buy
+4,745
New +$329K 0.12% 408

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

Vident Investment Advisory's DTE Position: Q3 2023 in Review

Vident Investment Advisory sold out of DTE Energy (DTE) in Q3 2023, closing a stake of 1,949 shares — an estimated $215K sold.

Vident Investment Advisory first reported a position in DTE in Q4 2014 and held it in 23 quarters. The position peaked at $3.75M in Q4 2021. 712 funds tracked by Wall St. Rank hold DTE as of Q3 2023.

  • Vident Investment Advisory reported no remaining DTE Energy position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 1,949 DTE Energy shares in Q3 2023, an estimated $215K.
  • Vident Investment Advisory first reported a position in DTE Energy in Q4 2014 and held it in 23 quarters.
  • Vident Investment Advisory's DTE Energy position peaked at $3.75M in Q4 2021.
  • 712 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.