Zeke Capital Advisors’s DTE Energy DTE Stock Holding History

Zeke Capital 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 Q4	$347K	Buy	+2,949	New	+$334K	0.02%	306
2020 Q1	–	Sell	-5,906	Closed	-$653K	–	314
2019 Q4	$653K	Sell	5,906 -5	-0.1%	-$539	0.05%	319
2019 Q3	$669K	Sell	5,911 -2,131	-26%	-$236K	0.06%	294
2019 Q2	$875K	Sell	8,042 -108	-1%	-$11.6K	0.08%	214
2019 Q1	$865K	Sell	8,150 -1,279	-14%	-$129K	0.08%	212
2018 Q4	$885K	Sell	9,429 -857	-8%	-$83.7K	0.08%	225
2018 Q3	$955K	Hold	10,286	–	–	0.08%	257
2018 Q2	$907K	Sell	10,286 -1,224	-11%	-$106K	0.08%	204
2018 Q1	$1.02M	Buy	11,510 +8,897	+340%	+$780K	0.09%	193
2017 Q4	$243K	Buy	2,613 +114	+5%	+$10.8K	0.03%	450
2017 Q3	$228K	Buy	+2,499	New	+$232K	0.03%	389

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Zeke Capital Advisors's DTE Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in DTE Energy (DTE) in Q4 2022: 2,949 shares worth $347K. The stake represents 0.02% of the portfolio and ranks #306 among its holdings. This is a return to the name: Zeke Capital Advisors previously reported a position in DTE as recently as Q4 2019.

Zeke Capital Advisors first reported a position in DTE in Q3 2017 and has held it in 11 quarters since. The position peaked at $1.02M in Q1 2018. 769 funds tracked by Wall St. Rank hold DTE as of Q4 2022.

Zeke Capital Advisors held 2,949 shares of DTE Energy worth $347K as of Q4 2022.
DTE Energy was a new Zeke Capital Advisors position in Q4 2022.
DTE Energy made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #306 holding.
Zeke Capital Advisors first reported a position in DTE Energy in Q3 2017 and has held it in 11 quarters since.
Zeke Capital Advisors's DTE Energy position peaked at $1.02M in Q1 2018.
769 funds tracked by Wall St. Rank held DTE Energy as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.