AlphaSimPlex Group’s DTE Energy DTE Stock Holding History

AlphaSimPlex 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
2021 Q3	–	Sell	-4,257	Closed	-$470K	–	228
2021 Q2	$470K	Hold	4,257	–	–	0.23%	166
2021 Q1	$482K	Hold	4,257	–	–	0.2%	188
2020 Q4	$440K	Buy	4,257 +142	+3%	+$15K	0.15%	233
2020 Q3	$403K	Buy	4,115 +1,517	+58%	+$148K	0.18%	189
2020 Q2	$238K	Buy	+2,598	New	+$230K	0.18%	196
2020 Q1	–	Sell	-3,980	Closed	-$440K	–	144
2019 Q4	$440K	Hold	3,980	–	–	0.17%	187
2019 Q3	$450K	Sell	3,980 -1,374	-26%	-$152K	0.17%	191
2019 Q2	$583K	Buy	5,354 +1,581	+42%	+$170K	0.18%	188
2019 Q1	$401K	Buy	+3,773	New	+$381K	0.14%	185

Other funds holding DTE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

AlphaSimPlex Group's DTE Position: Q3 2021 in Review

AlphaSimPlex Group sold out of DTE Energy (DTE) in Q3 2021, closing a stake of 4,257 shares — an estimated $470K sold.

AlphaSimPlex Group first reported a position in DTE in Q1 2019 and held it in 9 quarters. The position peaked at $583K in Q2 2019. 652 funds tracked by Wall St. Rank hold DTE as of Q3 2021.

AlphaSimPlex Group reported no remaining DTE Energy position as of Q3 2021 after selling out during the quarter.
AlphaSimPlex Group sold 4,257 DTE Energy shares in Q3 2021, an estimated $470K.
AlphaSimPlex Group first reported a position in DTE Energy in Q1 2019 and held it in 9 quarters.
AlphaSimPlex Group's DTE Energy position peaked at $583K in Q2 2019.
652 funds tracked by Wall St. Rank held DTE Energy as of Q3 2021.

Based on AlphaSimPlex Group's 13F filing for Q3 2021, filed 15 Nov 2021.