Berman Capital Advisors’s DTE Energy DTE Stock Holding History

Berman Capital 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 Q3	$73K	Buy	656 +99	+18%	+$11.6K	0.01%	538
2021 Q2	$61K	Buy	557 +4	+0.7%	+$468	0.01%	510
2021 Q1	$62K	Sell	553 -82	-13%	-$8.61K	0.01%	409
2020 Q4	$65K	Buy	635 +89	+16%	+$9.38K	0.02%	341
2020 Q3	$52K	Buy	546 +132	+32%	+$12.9K	0.01%	330
2020 Q2	$37K	Buy	414 +61	+17%	+$5.4K	0.01%	391
2020 Q1	$27K	Buy	353 +224	+174%	+$22.7K	0.01%	422
2019 Q4	$14K	Hold	129	–	–	﹤0.01%	633
2019 Q3	$14K	Hold	129	–	–	﹤0.01%	612
2019 Q2	$14K	Hold	129	–	–	﹤0.01%	613
2019 Q1	$13K	Buy	129 +36	+39%	+$3.64K	﹤0.01%	575
2018 Q4	$8K	Buy	+93	New	+$9.08K	﹤0.01%	555

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

Berman Capital Advisors's DTE Position: Q3 2021 in Review

Berman Capital Advisors increased its DTE Energy (DTE) stake by 18% in Q3 2021, buying an estimated $11.6K and bringing the position to 656 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #538.

Berman Capital Advisors first reported a position in DTE in Q4 2018 and has held it in 12 quarters since. 653 funds tracked by Wall St. Rank hold DTE as of Q3 2021.

Berman Capital Advisors held 656 shares of DTE Energy worth $73K as of Q3 2021.
Berman Capital Advisors bought 99 DTE Energy shares in Q3 2021, an estimated $11.6K.
DTE Energy made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #538 holding.
Berman Capital Advisors first reported a position in DTE Energy in Q4 2018 and has held it in 12 quarters since.
653 funds tracked by Wall St. Rank held DTE Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.