BFIM
DTE icon

Beese Fulmer Investment Management’s DTE Energy DTE Stock Holding History

Beese Fulmer Investment Management’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
Q3 		– Sell
-240
Closed -$22K – 285
2020
Q2 		$22K Buy
+240
New +$21.2K ﹤0.01% 397

Other funds holding DTE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beese Fulmer Investment Management's DTE Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of DTE Energy (DTE) in Q3 2020, closing a stake of 240 shares — an estimated $22K sold.

Beese Fulmer Investment Management first reported a position in DTE in Q2 2020 and held it in 1 quarter. The position peaked at $22K in Q2 2020. 621 funds tracked by Wall St. Rank hold DTE as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining DTE Energy position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 240 DTE Energy shares in Q3 2020, an estimated $22K.
  • Beese Fulmer Investment Management first reported a position in DTE Energy in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's DTE Energy position peaked at $22K in Q2 2020.
  • 621 funds tracked by Wall St. Rank held DTE Energy as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.