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

Western 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
2022
Q2 		– Sell
-1,538
Closed -$204K – 804
2022
Q1 		$204K Buy
+1,538
New +$188K 0.01% 789

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Western Wealth Management's DTE Position: Q2 2022 in Review

Western Wealth Management sold out of DTE Energy (DTE) in Q2 2022, closing a stake of 1,538 shares — an estimated $204K sold.

Western Wealth Management first reported a position in DTE in Q1 2022 and held it in 1 quarter. The position peaked at $204K in Q1 2022. 740 funds tracked by Wall St. Rank hold DTE as of Q2 2022.

  • Western Wealth Management reported no remaining DTE Energy position as of Q2 2022 after selling out during the quarter.
  • Western Wealth Management sold 1,538 DTE Energy shares in Q2 2022, an estimated $204K.
  • Western Wealth Management first reported a position in DTE Energy in Q1 2022 and held it in 1 quarter.
  • Western Wealth Management's DTE Energy position peaked at $204K in Q1 2022.
  • 740 funds tracked by Wall St. Rank held DTE Energy as of Q2 2022.

Based on Western Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.