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Western Pacific Wealth Management’s DTE Energy DTE Stock Holding History

Western Pacific Wealth 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
2024
Q4 		– Sell
-882
Closed -$113K – 228
2024
Q3 		$113K Sell
882
-234
-21% -$28.2K 0.08% 102
2024
Q2 		$124K Hold
1,116
– – 0.09% 74
2024
Q1 		$125K Buy
1,116
+159
+17% +$17.2K 0.09% 83
2023
Q4 		$106K Buy
957
+82
+9% +$8.4K 0.08% 84
2023
Q3 		$86.9K Buy
875
+146
+20% +$15.7K 0.07% 93
2023
Q2 		$80.2K Hold
729
– – 0.06% 101
2023
Q1 		$79.9K Buy
729
+186
+34% +$20.8K 0.06% 101
2022
Q4 		$63.8K Buy
543
+172
+46% +$19.5K 0.05% 112
2022
Q3 		$42K Buy
+371
New +$47.9K 0.04% 112

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Western Pacific Wealth Management's DTE Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of DTE Energy (DTE) in Q4 2024, closing a stake of 882 shares — an estimated $113K sold.

Western Pacific Wealth Management first reported a position in DTE in Q3 2022 and held it in 9 quarters. The position peaked at $125K in Q1 2024. 876 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

  • Western Pacific Wealth Management reported no remaining DTE Energy position as of Q4 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 882 DTE Energy shares in Q4 2024, an estimated $113K.
  • Western Pacific Wealth Management first reported a position in DTE Energy in Q3 2022 and held it in 9 quarters.
  • Western Pacific Wealth Management's DTE Energy position peaked at $125K in Q1 2024.
  • 876 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.