WAM
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Wakefield Asset Management’s DTE Energy DTE Stock Holding History

Wakefield Asset Management’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
Q3 		– Sell
-23,251
Closed -$2.95M – 166
2022
Q2 		$2.95M Buy
23,251
+37
+0.2% +$4.83K 1.26% 12
2022
Q1 		$3.07M Buy
+23,214
New +$2.83M 1.1% 23
2021
Q4 		– Sell
-25,344
Closed -$2.83M – 167
2021
Q3 		$2.83M Buy
25,344
+2,920
+13% +$343K 1.07% 26
2021
Q2 		$2.47M Sell
22,424
-71
-0.3% -$8.3K 0.94% 37
2021
Q1 		$2.55M Sell
22,495
-1,092
-5% -$115K 1.02% 26
2020
Q4 		$2.44M Sell
23,587
-1,725
-7% -$182K 1.02% 27
2020
Q3 		$2.48M Buy
+25,312
New +$2.47M 1.17% 22

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BlackRock
BlackRock New York $5.7T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return