Alaska Wealth Advisors’s DTE Energy DTE Stock Holding History

Alaska Wealth Advisors’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
2021 Q1	–	Sell	-2,477	Closed	-$256K	–	55
2020 Q4	$256K	Buy	+2,477	New	+$261K	0.05%	48

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

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

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

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

Alaska Wealth Advisors's DTE Position: Q1 2021 in Review

Alaska Wealth Advisors sold out of DTE Energy (DTE) in Q1 2021, closing a stake of 2,477 shares — an estimated $256K sold.

Alaska Wealth Advisors first reported a position in DTE in Q4 2020 and held it in 1 quarter. The position peaked at $256K in Q4 2020. 672 funds tracked by Wall St. Rank hold DTE as of Q1 2021.

Alaska Wealth Advisors reported no remaining DTE Energy position as of Q1 2021 after selling out during the quarter.
Alaska Wealth Advisors sold 2,477 DTE Energy shares in Q1 2021, an estimated $256K.
Alaska Wealth Advisors first reported a position in DTE Energy in Q4 2020 and held it in 1 quarter.
Alaska Wealth Advisors's DTE Energy position peaked at $256K in Q4 2020.
672 funds tracked by Wall St. Rank held DTE Energy as of Q1 2021.

Based on Alaska Wealth Advisors's 13F filing for Q1 2021, filed 13 Apr 2021.