SEC 13F Intelligence

Gratus Capital, LLC / DTE

Gratus Capital, LLC’s Dte Energy Co Position

Does Gratus Capital, LLC own Dte Energy Co (DTE)? Yes139.0K shares worth $15M (+0.62% of its 13F portfolio) as of Q2 2024, up from 134.2K shares the prior filed quarter.

Position Value
$15M
Q2 2024
Shares
139.0K
% of Portfolio
+0.62%
Quarters Held
18
currently held

Position History DTE

Reported value by quarter
Q1 ’20: $7MQ1 ’20Q2 ’20: $9MQ3 ’20: $9MQ4 ’20: $10MQ4 ’20Q1 ’21: $10MQ2 ’21: $10MQ3 ’21: $9MQ3 ’21Q4 ’21: $10MQ1 ’22: $12MQ2 ’22: $12MQ2 ’22Q3 ’22: $12MQ4 ’22: $13MQ1 ’23: $12MQ1 ’23Q2 ’23: $12MQ3 ’23: $11MQ4 ’23: $14MQ4 ’23Q1 ’24: $15MQ2 ’24: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2024139.0K$15M+0.62%
Q1 2024134.2K$15M+0.69%
Q4 2023129.9K$14M+0.81%
Q3 2023110.8K$11M+0.75%
Q2 2023110.7K$12M+0.83%
Q1 2023108.5K$12M+0.91%
Q4 2022110.5K$13M+1.07%
Q3 2022104.7K$12M+1.27%
Q2 202295.0K$12M+1.35%
Q1 202291.3K$12M+1.16%
Q4 202187.3K$10M+0.97%
Q3 202184.4K$9M+1.01%
Q2 202180.9K$10M+1.16%
Q1 202173.4K$10M+1.17%
Q4 202086.4K$10M+1.40%
Q3 202082.0K$9M+1.47%
Q2 202079.3K$9M+1.44%
Q1 202078.0K$7M+1.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gratus Capital, LLC’s full portfolio or all institutional holders of DTE.