Wealth Alliance’s DTE Energy DTE Stock Holding History

Wealth Alliance’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	-1,773	Closed	-$225K	–	461
2022 Q2	$225K	Buy	+1,773	New	+$231K	0.04%	397

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Wealth Alliance's DTE Position: Q3 2022 in Review

Wealth Alliance sold out of DTE Energy (DTE) in Q3 2022, closing a stake of 1,773 shares — an estimated $225K sold.

Wealth Alliance first reported a position in DTE in Q2 2022 and held it in 1 quarter. The position peaked at $225K in Q2 2022. 703 funds tracked by Wall St. Rank hold DTE as of Q3 2022.

Wealth Alliance reported no remaining DTE Energy position as of Q3 2022 after selling out during the quarter.
Wealth Alliance sold 1,773 DTE Energy shares in Q3 2022, an estimated $225K.
Wealth Alliance first reported a position in DTE Energy in Q2 2022 and held it in 1 quarter.
Wealth Alliance's DTE Energy position peaked at $225K in Q2 2022.
703 funds tracked by Wall St. Rank held DTE Energy as of Q3 2022.

Based on Wealth Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.