WFS
DTE icon

Widmann Financial Services’s DTE Energy DTE Stock Holding History

Widmann Financial Services’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
Q1 		– Sell
-412
Closed -$49K – 176
2021
Q4 		$49K Buy
+412
New +$47.1K 0.04% 186

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Widmann Financial Services's DTE Position: Q1 2022 in Review

Widmann Financial Services sold out of DTE Energy (DTE) in Q1 2022, closing a stake of 412 shares — an estimated $49K sold.

Widmann Financial Services first reported a position in DTE in Q4 2021 and held it in 1 quarter. The position peaked at $49K in Q4 2021. 722 funds tracked by Wall St. Rank hold DTE as of Q1 2022.

  • Widmann Financial Services reported no remaining DTE Energy position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 412 DTE Energy shares in Q1 2022, an estimated $49K.
  • Widmann Financial Services first reported a position in DTE Energy in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's DTE Energy position peaked at $49K in Q4 2021.
  • 722 funds tracked by Wall St. Rank held DTE Energy as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.