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Beacon Pointe Wealth Advisors’s DTE Energy DTE Stock Holding History

Beacon Pointe 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
2019
Q4 		$356K Buy
+3,221
New +$347K 0.07% 193
2019
Q3 		– Sell
-3,133
Closed -$342K – 268
2019
Q2 		$342K Hold
3,133
– – 0.07% 199
2019
Q1 		$332K Hold
3,133
– – 0.08% 194
2018
Q4 		$294K Buy
+3,133
New +$306K 0.11% 172

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Pointe Wealth Advisors's DTE Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors opened a new position in DTE Energy (DTE) in Q4 2019: 3,221 shares worth $356K. The stake represents 0.07% of the portfolio and ranks #193 among its holdings. This is a return to the name: Beacon Pointe Wealth Advisors previously reported a position in DTE as recently as Q2 2019.

Beacon Pointe Wealth Advisors first reported a position in DTE in Q4 2018 and has held it in 4 quarters since. 688 funds tracked by Wall St. Rank hold DTE as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 3,221 shares of DTE Energy worth $356K as of Q4 2019.
  • DTE Energy was a new Beacon Pointe Wealth Advisors position in Q4 2019.
  • DTE Energy made up 0.07% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #193 holding.
  • Beacon Pointe Wealth Advisors first reported a position in DTE Energy in Q4 2018 and has held it in 4 quarters since.
  • 688 funds tracked by Wall St. Rank held DTE Energy as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.