Wealth Effects’s DTE Energy DTE Stock Holding History

Wealth Effects’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 Q2	–	Sell	-1,591	Closed	-$210K	–	198
2022 Q1	$210K	Buy	+1,591	New	+$194K	0.1%	179

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Wealth Effects's DTE Position: Q2 2022 in Review

Wealth Effects sold out of DTE Energy (DTE) in Q2 2022, closing a stake of 1,591 shares — an estimated $210K sold.

Wealth Effects first reported a position in DTE in Q1 2022 and held it in 1 quarter. The position peaked at $210K in Q1 2022. 740 funds tracked by Wall St. Rank hold DTE as of Q2 2022.

Wealth Effects reported no remaining DTE Energy position as of Q2 2022 after selling out during the quarter.
Wealth Effects sold 1,591 DTE Energy shares in Q2 2022, an estimated $210K.
Wealth Effects first reported a position in DTE Energy in Q1 2022 and held it in 1 quarter.
Wealth Effects's DTE Energy position peaked at $210K in Q1 2022.
740 funds tracked by Wall St. Rank held DTE Energy as of Q2 2022.

Based on Wealth Effects's 13F filing for Q2 2022, filed 3 Aug 2022.