Acorn Financial Advisory Services’s DTE Energy DTE Stock Holding History

Acorn Financial Advisory Services’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 Q1	–	Sell	-1,909	Closed	-$230K	–	221
2021 Q4	$230K	Buy	1,909 +16	+0.8%	+$1.83K	0.05%	201
2021 Q3	$213K	Sell	1,893 -1,547	-45%	-$181K	0.07%	209
2021 Q2	$382K	Buy	3,440 +9	+0.3%	+$1.05K	0.11%	169
2021 Q1	$400K	Sell	3,431 -4	-0.1%	-$420	0.15%	141
2020 Q4	$358K	Sell	3,435 -325	-9%	-$34.3K	0.14%	154
2020 Q3	$371K	Buy	3,760 +11	+0.3%	+$1.07K	0.19%	131
2020 Q2	$347K	Buy	+3,749	New	+$332K	0.24%	130
2020 Q1	–	Sell	-3,749	Closed	-$415K	–	164
2019 Q4	$415K	Buy	+3,749	New	+$404K	0.35%	100

Other funds holding DTE

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

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

BlackRock New York $5.72T AUM 30.48% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Acorn Financial Advisory Services's DTE Position: Q1 2022 in Review

Acorn Financial Advisory Services sold out of DTE Energy (DTE) in Q1 2022, closing a stake of 1,909 shares — an estimated $230K sold.

Acorn Financial Advisory Services first reported a position in DTE in Q4 2019 and held it in 8 quarters. The position peaked at $415K in Q4 2019. 722 funds tracked by Wall St. Rank hold DTE as of Q1 2022.

Acorn Financial Advisory Services reported no remaining DTE Energy position as of Q1 2022 after selling out during the quarter.
Acorn Financial Advisory Services sold 1,909 DTE Energy shares in Q1 2022, an estimated $230K.
Acorn Financial Advisory Services first reported a position in DTE Energy in Q4 2019 and held it in 8 quarters.
Acorn Financial Advisory Services's DTE Energy position peaked at $415K in Q4 2019.
722 funds tracked by Wall St. Rank held DTE Energy as of Q1 2022.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.