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Wedbush Securities’s DTE Energy DTE Stock Holding History

Wedbush Securities’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
Q3 		– Sell
-3,705
Closed -$411K – 1146
2024
Q2 		$411K Buy
3,705
+268
+8% +$30K 0.01% 703
2024
Q1 		$385K Buy
+3,437
New +$371K 0.01% 748
2021
Q3 		– Sell
-1,848
Closed -$204K – 1190
2021
Q2 		$204K Buy
+1,848
New +$216K 0.01% 1049

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wedbush Securities's DTE Position: Q3 2024 in Review

Wedbush Securities sold out of DTE Energy (DTE) in Q3 2024, closing a stake of 3,705 shares — an estimated $411K sold.

Wedbush Securities first reported a position in DTE in Q2 2021 and held it in 3 quarters. The position peaked at $411K in Q2 2024. 841 funds tracked by Wall St. Rank hold DTE as of Q3 2024.

  • Wedbush Securities reported no remaining DTE Energy position as of Q3 2024 after selling out during the quarter.
  • Wedbush Securities sold 3,705 DTE Energy shares in Q3 2024, an estimated $411K.
  • Wedbush Securities first reported a position in DTE Energy in Q2 2021 and held it in 3 quarters.
  • Wedbush Securities's DTE Energy position peaked at $411K in Q2 2024.
  • 841 funds tracked by Wall St. Rank held DTE Energy as of Q3 2024.

Based on Wedbush Securities's 13F filing for Q3 2024, filed 8 Nov 2024.