Advisory Research’s DTE Energy DTE Stock Holding History

Advisory Research’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
2020 Q1	–	Sell	-88,526	Closed	-$9.78M	–	297
2019 Q4	$9.78M	Sell	88,526 -2,056	-2%	-$222K	0.45%	68
2019 Q3	$10.3M	Sell	90,582 -2,922	-3%	-$323K	0.49%	68
2019 Q2	$10.2M	Sell	93,504 -188	-0.2%	-$20.2K	0.2%	103
2019 Q1	$9.95M	Buy	93,692 +4,047	+5%	+$409K	0.19%	103
2018 Q4	$8.41M	Buy	+89,645	New	+$8.75M	0.18%	117
2014 Q2	–	Sell	-1,127	Closed	-$71K	–	423
2014 Q1	$71K	Buy	+1,127	New	+$66.4K	﹤0.01%	451

Other funds holding DTE

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisory Research's DTE Position: Q1 2020 in Review

Advisory Research sold out of DTE Energy (DTE) in Q1 2020, closing a stake of 88,526 shares — an estimated $9.78M sold.

Advisory Research first reported a position in DTE in Q1 2014 and held it in 6 quarters. The position peaked at $10.3M in Q3 2019. 620 funds tracked by Wall St. Rank hold DTE as of Q1 2020.

Advisory Research reported no remaining DTE Energy position as of Q1 2020 after selling out during the quarter.
Advisory Research sold 88,526 DTE Energy shares in Q1 2020, an estimated $9.78M.
Advisory Research first reported a position in DTE Energy in Q1 2014 and held it in 6 quarters.
Advisory Research's DTE Energy position peaked at $10.3M in Q3 2019.
620 funds tracked by Wall St. Rank held DTE Energy as of Q1 2020.

Based on Advisory Research's 13F filing for Q1 2020, filed 12 May 2020.