Voisard Asset Management Group’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-47
Closed -$6.04K 235
2024
Q3
$6.04K Hold
47
﹤0.01% 331
2024
Q2
$5.22K Hold
47
﹤0.01% 290
2024
Q1
$5.27K Hold
47
﹤0.01% 270
2023
Q4
$5.18K Buy
+47
New +$4.82K ﹤0.01% 277

Other funds holding DTE

Voisard Asset Management Group's DTE Position: Q4 2024 in Review

Voisard Asset Management Group sold out of DTE Energy (DTE) in Q4 2024, closing a stake of 47 shares — an estimated $6.04K sold.

Voisard Asset Management Group first reported a position in DTE in Q4 2023 and held it in 4 quarters. The position peaked at $6.04K in Q3 2024. 876 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

  • Voisard Asset Management Group reported no remaining DTE Energy position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 47 DTE Energy shares in Q4 2024, an estimated $6.04K.
  • Voisard Asset Management Group first reported a position in DTE Energy in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's DTE Energy position peaked at $6.04K in Q3 2024.
  • 876 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.