Waldron Private Wealth’s DTE Energy DTE Stock Holding History

Waldron Private Wealth’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 Q4	–	Sell	-1,595	Closed	-$205K	–	424
2024 Q3	$205K	Buy	+1,595	New	+$192K	0.01%	397

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waldron Private Wealth's DTE Position: Q4 2024 in Review

Waldron Private Wealth sold out of DTE Energy (DTE) in Q4 2024, closing a stake of 1,595 shares — an estimated $205K sold.

Waldron Private Wealth first reported a position in DTE in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 876 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

Waldron Private Wealth reported no remaining DTE Energy position as of Q4 2024 after selling out during the quarter.
Waldron Private Wealth sold 1,595 DTE Energy shares in Q4 2024, an estimated $205K.
Waldron Private Wealth first reported a position in DTE Energy in Q3 2024 and held it in 1 quarter.
Waldron Private Wealth's DTE Energy position peaked at $205K in Q3 2024.
876 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.