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Advisor Partners’s DTE Energy DTE Stock Holding History

Advisor Partners’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
Q2 		$1.04M Buy
8,180
+136
+2% +$17.7K 0.07% 281
2022
Q1 		$1.06M Buy
8,044
+43
+0.5% +$5.25K 0.07% 283
2021
Q4 		$957K Buy
8,001
+144
+2% +$16.5K 0.06% 314
2021
Q3 		$878K Sell
7,857
-2,316
-23% -$272K 0.06% 303
2021
Q2 		$1.12M Sell
10,173
-108
-1% -$12.6K 0.07% 262
2021
Q1 		$1.17M Sell
10,281
-149
-1% -$15.6K 0.08% 237
2020
Q4 		$1.08M Sell
10,430
-107
-1% -$11.3K 0.08% 233
2020
Q3 		$1.03M Sell
10,537
-334
-3% -$32.6K 0.09% 201
2020
Q2 		$995K Buy
10,871
+2,062
+23% +$182K 0.09% 200
2020
Q1 		$712K Buy
8,809
+2,443
+38% +$248K 0.09% 213
2019
Q4 		$715K Buy
6,366
+203
+3% +$21.9K 0.07% 269
2019
Q3 		$697K Buy
6,163
+330
+6% +$36.5K 0.08% 248
2019
Q2 		$635K Buy
5,833
+182
+3% +$19.5K 0.08% 254
2019
Q1 		$600K Sell
5,651
-238
-4% -$24K 0.08% 264
2018
Q4 		$553K Buy
5,889
+77
+1% +$7.52K 0.09% 252
2018
Q3 		$540K Buy
5,812
+10
+0.2% +$932 0.07% 285
2018
Q2 		$512K Sell
5,802
-155
-3% -$13.4K 0.09% 272
2018
Q1 		$529K Buy
5,957
+852
+17% +$74.7K 0.1% 247
2017
Q4 		$448K Buy
5,105
+475
+10% +$45.1K 0.08% 293
2017
Q3 		$423K Sell
4,630
-83
-2% -$7.69K 0.08% 274
2017
Q2 		$424K Buy
4,713
+25
+0.5% +$2.27K 0.1% 255
2017
Q1 		$407K Buy
4,688
+297
+7% +$25.2K 0.11% 240
2016
Q4 		$368K Buy
4,391
+720
+20% +$57.9K 0.11% 228
2016
Q3 		$293K Buy
3,671
+194
+6% +$15.8K 0.1% 260
2016
Q2 		$293K Buy
3,477
+106
+3% +$8.2K 0.1% 233
2016
Q1 		$260K Buy
3,371
+127
+4% +$9.18K 0.1% 249
2015
Q4 		$221K Buy
3,244
+147
+5% +$10.1K 0.08% 284
2015
Q3 		$212K Buy
+3,097
New +$207K 0.09% 280

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor Partners's DTE Position: Q2 2022 in Review

Advisor Partners increased its DTE Energy (DTE) stake by 1.7% in Q2 2022, buying an estimated $17.7K and bringing the position to 8,180 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #281.

Advisor Partners first reported a position in DTE in Q3 2015 and has held it in 28 quarters since. The position peaked at $1.17M in Q1 2021. 741 funds tracked by Wall St. Rank hold DTE as of Q2 2022.

  • Advisor Partners held 8,180 shares of DTE Energy worth $1.04M as of Q2 2022.
  • Advisor Partners bought 136 DTE Energy shares in Q2 2022, an estimated $17.7K.
  • DTE Energy made up 0.07% of Advisor Partners's portfolio in Q2 2022, its #281 holding.
  • Advisor Partners first reported a position in DTE Energy in Q3 2015 and has held it in 28 quarters since.
  • Advisor Partners's DTE Energy position peaked at $1.17M in Q1 2021.
  • 741 funds tracked by Wall St. Rank held DTE Energy as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.