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Advantage Investment Management’s DTE Energy DTE Stock Holding History

Advantage Investment Management’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
2019
Q3 		$55K Hold
486
– – 0.04% 320
2019
Q2 		$53K Sell
486
-25
-5% -$2.68K 0.04% 334
2019
Q1 		$54K Sell
511
-804
-61% -$81.2K 0.04% 331
2018
Q4 		$123K Buy
1,315
+147
+13% +$14.4K 0.09% 201
2018
Q3 		$108K Sell
1,168
-505
-30% -$47.1K 0.07% 262
2018
Q2 		$148K Sell
1,673
-68
-4% -$5.89K 0.11% 165
2018
Q1 		$155K Buy
1,741
+171
+11% +$15K 0.06% 183
2017
Q4 		$146K Buy
1,570
+5
+0.3% +$475 0.05% 209
2017
Q3 		$143K Buy
1,565
+32
+2% +$2.96K 0.05% 203
2017
Q2 		$138K Hold
1,533
– – 0.05% 198
2017
Q1 		$133K Sell
1,533
-291
-16% -$24.6K 0.05% 189
2016
Q4 		$153K Buy
1,824
+6
+0.3% +$482 0.06% 167
2016
Q3 		$145K Hold
1,818
– – 0.05% 169
2016
Q2 		$153K Buy
1,818
+154
+9% +$11.9K 0.07% 166
2016
Q1 		$128K Buy
1,664
+153
+10% +$11.1K 0.05% 184
2015
Q4 		$103K Buy
1,511
+461
+44% +$31.7K 0.05% 230
2015
Q3 		$72K Hold
1,050
– – 0.04% 266
2015
Q2 		$67K Buy
1,050
+298
+40% +$19.9K 0.03% 295
2015
Q1 		$52K Buy
752
+66
+10% +$4.74K 0.03% 317
2014
Q4 		$50K Buy
+686
New +$47.6K 0.04% 311

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advantage Investment Management's DTE Position: Q3 2019 in Review

Advantage Investment Management held its DTE Energy (DTE) position steady in Q3 2019 at 486 shares worth $55K. The position accounts for 0.04% of the portfolio, ranked #320.

Advantage Investment Management first reported a position in DTE in Q4 2014 and has held it in 20 quarters since. The position peaked at $155K in Q1 2018. 647 funds tracked by Wall St. Rank hold DTE as of Q3 2019.

  • Advantage Investment Management held 486 shares of DTE Energy worth $55K as of Q3 2019.
  • Advantage Investment Management left its DTE Energy share count unchanged in Q3 2019.
  • DTE Energy made up 0.04% of Advantage Investment Management's portfolio in Q3 2019, its #320 holding.
  • Advantage Investment Management first reported a position in DTE Energy in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's DTE Energy position peaked at $155K in Q1 2018.
  • 647 funds tracked by Wall St. Rank held DTE Energy as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.