Altus Wealth Group’s DTE Energy DTE Stock Holding History

Altus Wealth 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 Q1	–	Sell	-118	Closed	-$12K	–	337
2020 Q4	$12K	Buy	+118	New	+$12.4K	0.01%	477

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

Altus Wealth Group's DTE Position: Q1 2021 in Review

Altus Wealth Group sold out of DTE Energy (DTE) in Q1 2021, closing a stake of 118 shares — an estimated $12K sold.

Altus Wealth Group first reported a position in DTE in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 672 funds tracked by Wall St. Rank hold DTE as of Q1 2021.

Altus Wealth Group reported no remaining DTE Energy position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 118 DTE Energy shares in Q1 2021, an estimated $12K.
Altus Wealth Group first reported a position in DTE Energy in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's DTE Energy position peaked at $12K in Q4 2020.
672 funds tracked by Wall St. Rank held DTE Energy as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.