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Advisor Group’s DTE Energy DTE Stock Holding History

Advisor Group’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
Q4 		$3.21M Sell
28,998
-197
-0.7% -$21.2K 0.02% 584
2019
Q3 		$3.31M Buy
29,195
+403
+1% +$44.5K 0.02% 566
2019
Q2 		$3.13M Sell
28,792
-2,667
-8% -$286K 0.02% 577
2019
Q1 		$3.34M Buy
31,459
+4,047
+15% +$409K 0.03% 503
2018
Q4 		$2.58M Buy
27,412
+6,419
+31% +$627K 0.03% 534
2018
Q3 		$1.95M Buy
20,993
+4,695
+29% +$438K 0.02% 648
2018
Q2 		$1.44M Buy
16,298
+29
+0.2% +$2.51K 0.02% 691
2018
Q1 		$1.45M Sell
16,269
-3,305
-17% -$290K 0.02% 686
2017
Q4 		$1.82M Buy
19,574
+3,063
+19% +$291K 0.02% 593
2017
Q3 		$1.51M Buy
16,511
+2,292
+16% +$212K 0.02% 611
2017
Q2 		$1.28M Buy
14,219
+789
+6% +$71.5K 0.02% 635
2017
Q1 		$1.17M Buy
13,430
+1,960
+17% +$166K 0.02% 645
2016
Q4 		$963K Buy
11,470
+499
+5% +$40.1K 0.02% 678
2016
Q3 		$876K Sell
10,971
-1,781
-14% -$145K 0.02% 682
2016
Q2 		$1.07M Buy
+12,752
New +$986K 0.03% 590

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor Group's DTE Position: Q4 2019 in Review

Advisor Group reduced its DTE Energy (DTE) stake by 0.67% in Q4 2019, selling an estimated $21.2K and leaving 28,998 shares worth $3.21M. The position accounts for 0.02% of the portfolio, ranked #584.

Advisor Group first reported a position in DTE in Q2 2016 and has held it in 15 quarters since. The position peaked at $3.34M in Q1 2019. 688 funds tracked by Wall St. Rank hold DTE as of Q4 2019.

  • Advisor Group held 28,998 shares of DTE Energy worth $3.21M as of Q4 2019.
  • Advisor Group sold 197 DTE Energy shares in Q4 2019, an estimated $21.2K.
  • DTE Energy made up 0.02% of Advisor Group's portfolio in Q4 2019, its #584 holding.
  • Advisor Group first reported a position in DTE Energy in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's DTE Energy position peaked at $3.34M in Q1 2019.
  • 688 funds tracked by Wall St. Rank held DTE Energy as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.