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Weiss Asset Management’s DTE Energy DTE Stock Holding History

Weiss 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
2023
Q4 		– Sell
-27,268
Closed -$2.71M – 390
2023
Q3 		$2.71M Buy
+27,268
New +$2.93M 0.16% 70
2021
Q4 		– Sell
-5,750
Closed -$642K – 695
2021
Q3 		$642K Buy
+5,750
New +$674K 0.02% 404

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Weiss Asset Management's DTE Position: Q4 2023 in Review

Weiss Asset Management sold out of DTE Energy (DTE) in Q4 2023, closing a stake of 27,268 shares — an estimated $2.71M sold.

Weiss Asset Management first reported a position in DTE in Q3 2021 and held it in 2 quarters. The position peaked at $2.71M in Q3 2023. 753 funds tracked by Wall St. Rank hold DTE as of Q4 2023.

  • Weiss Asset Management reported no remaining DTE Energy position as of Q4 2023 after selling out during the quarter.
  • Weiss Asset Management sold 27,268 DTE Energy shares in Q4 2023, an estimated $2.71M.
  • Weiss Asset Management first reported a position in DTE Energy in Q3 2021 and held it in 2 quarters.
  • Weiss Asset Management's DTE Energy position peaked at $2.71M in Q3 2023.
  • 753 funds tracked by Wall St. Rank held DTE Energy as of Q4 2023.

Based on Weiss Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.