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WR Wealth Planners’s DTE Energy DTE Stock Holding History

WR Wealth Planners’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 		$12.1K Hold
100
– – ﹤0.01% 567
2024
Q3 		$12.8K Hold
100
– – ﹤0.01% 587
2024
Q2 		$11.1K Hold
100
– – ﹤0.01% 570
2024
Q1 		$11.2K Buy
+100
New +$10.8K ﹤0.01% 576
2023
Q4 		– Sell
-100
Closed -$9.93K – 362
2023
Q3 		$9.93K Hold
100
– – ﹤0.01% 564
2023
Q2 		$11K Hold
100
– – ﹤0.01% 533
2023
Q1 		$11K Buy
+100
New +$11.2K ﹤0.01% 529

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

WR Wealth Planners's DTE Position: Q4 2024 in Review

WR Wealth Planners held its DTE Energy (DTE) position steady in Q4 2024 at 100 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

WR Wealth Planners first reported a position in DTE in Q1 2023 and has held it in 7 quarters since. The position peaked at $12.8K in Q3 2024. 877 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

  • WR Wealth Planners held 100 shares of DTE Energy worth $12.1K as of Q4 2024.
  • WR Wealth Planners left its DTE Energy share count unchanged in Q4 2024.
  • DTE Energy made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #567 holding.
  • WR Wealth Planners first reported a position in DTE Energy in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's DTE Energy position peaked at $12.8K in Q3 2024.
  • 877 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.