SEC 13F Intelligence

Amj Financial Wealth Management / DTE

Amj Financial Wealth Management’s Dte Energy Co Position

Does Amj Financial Wealth Management own Dte Energy Co (DTE)? Not currently — the last reported position was 56.9K shares worth $7M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q3 2022
Shares
56.9K
% of Portfolio
+4.26%
Quarters Held
3
position exited

Position History DTE

Reported value by quarter
Q1 ’22: $5MQ1 ’22Q2 ’22: $7MQ2 ’22Q3 ’22: $7MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202256.9K$7M+4.26%
Q2 202255.7K$7M+5.97%
Q1 202241.1K$5M+2.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Amj Financial Wealth Management’s full portfolio or all institutional holders of DTE.