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Wintrust Investments’s DTE Energy DTE Stock Holding History

Wintrust Investments’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
-276
Closed -$35K – 446
2024
Q3 		$35K Sell
276
-2,484
-90% -$299K 0.03% 368
2024
Q2 		$306K Buy
2,760
+1
+0% +$112 0.02% 374
2024
Q1 		$309K Buy
2,759
+2
+0.1% +$216 0.03% 366
2023
Q4 		$304K Buy
2,757
+9
+0.3% +$922 0.03% 347
2023
Q3 		$273K Buy
2,748
+1
+0% +$108 0.03% 343
2023
Q2 		$302K Sell
2,747
-27
-1% -$3.01K 0.03% 336
2023
Q1 		$304K Buy
2,774
+1
+0% +$112 0.04% 270
2022
Q4 		$326K Buy
2,773
+1
+0% +$113 0.04% 277
2022
Q3 		$319K Sell
2,772
-45
-2% -$5.81K 0.04% 293
2022
Q2 		$357K Buy
2,817
+1
+0% +$130 0.04% 279
2022
Q1 		$372K Buy
2,816
+1
+0% +$122 0.04% 295
2021
Q4 		$337K Hold
2,815
– – 0.03% 321
2021
Q3 		$314K Sell
2,815
-328
-10% -$38.5K 0.04% 215
2021
Q2 		$347K Hold
3,143
– – 0.04% 310
2021
Q1 		$356K Buy
+3,143
New +$330K 0.04% 303
2020
Q4 		– Sell
-3,282
Closed -$321K – 222
2020
Q3 		$321K Hold
3,282
– – 0.04% 261
2020
Q2 		$300K Buy
+3,282
New +$290K 0.04% 271

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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wintrust Investments's DTE Position: Q4 2024 in Review

Wintrust Investments sold out of DTE Energy (DTE) in Q4 2024, closing a stake of 276 shares — an estimated $35K sold.

Wintrust Investments first reported a position in DTE in Q2 2020 and held it in 17 quarters. The position peaked at $372K in Q1 2022. 877 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

  • Wintrust Investments reported no remaining DTE Energy position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 276 DTE Energy shares in Q4 2024, an estimated $35K.
  • Wintrust Investments first reported a position in DTE Energy in Q2 2020 and held it in 17 quarters.
  • Wintrust Investments's DTE Energy position peaked at $372K in Q1 2022.
  • 877 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.