WFA
DTE icon

Wipfli Financial Advisors’s DTE Energy DTE Stock Holding History

Wipfli Financial Advisors’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
Q3 		$181K Buy
+1,563
New +$202K 0.01% 478

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wipfli Financial Advisors's DTE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in DTE Energy (DTE) in Q3 2022: 1,563 shares worth $181K. The stake represents 0.01% of the portfolio and ranks #478 among its holdings.

703 funds tracked by Wall St. Rank hold DTE as of Q3 2022.

  • Wipfli Financial Advisors held 1,563 shares of DTE Energy worth $181K as of Q3 2022.
  • DTE Energy was a new Wipfli Financial Advisors position in Q3 2022.
  • DTE Energy made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #478 holding.
  • 703 funds tracked by Wall St. Rank held DTE Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.