6 Meridian’s DTE Energy DTE Stock Holding History

6 Meridian’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
2021 Q4	$219K	Buy	1,836 +19	+1%	+$2.17K	0.02%	354
2021 Q3	$203K	Buy	+1,817	New	+$213K	0.02%	368
2020 Q2	–	Sell	-5,591	Closed	-$452K	–	370
2020 Q1	$452K	Buy	5,591 +417	+8%	+$42.3K	0.05%	291
2019 Q4	$572K	Buy	5,174 +223	+5%	+$24.1K	0.05%	300
2019 Q3	$560K	Sell	4,951 -94	-2%	-$10.4K	0.05%	283
2019 Q2	$549K	Buy	5,045 +92	+2%	+$9.88K	0.06%	236
2019 Q1	$526K	Sell	4,953 -320	-6%	-$32.3K	0.05%	231
2018 Q4	$495K	Sell	5,273 -62	-1%	-$6.05K	0.06%	238
2018 Q3	$495K	Buy	5,335 +170	+3%	+$15.8K	0.05%	307
2018 Q2	$456K	Sell	5,165 -125	-2%	-$10.8K	0.05%	309
2018 Q1	$470K	Buy	5,290 +468	+10%	+$41K	0.05%	272
2017 Q4	$449K	Buy	+4,822	New	+$458K	0.05%	297

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

6 Meridian's DTE Position: Q4 2021 in Review

6 Meridian increased its DTE Energy (DTE) stake by 1% in Q4 2021, buying an estimated $2.17K and bringing the position to 1,836 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #354.

6 Meridian first reported a position in DTE in Q4 2017 and has held it in 12 quarters since. The position peaked at $572K in Q4 2019. 703 funds tracked by Wall St. Rank hold DTE as of Q4 2021.

6 Meridian held 1,836 shares of DTE Energy worth $219K as of Q4 2021.
6 Meridian bought 19 DTE Energy shares in Q4 2021, an estimated $2.17K.
DTE Energy made up 0.02% of 6 Meridian's portfolio in Q4 2021, its #354 holding.
6 Meridian first reported a position in DTE Energy in Q4 2017 and has held it in 12 quarters since.
6 Meridian's DTE Energy position peaked at $572K in Q4 2019.
703 funds tracked by Wall St. Rank held DTE Energy as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.