BKS Advisors’s DTE Energy DTE Stock Holding History

BKS 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 Q1	$321K	Hold	3,023	–	–	0.13%	148
2018 Q4	$284K	Hold	3,023	–	–	0.13%	153
2018 Q3	$280K	Sell	3,023 -1,974	-40%	-$184K	0.1%	169
2018 Q2	$441K	Buy	4,997 +798	+19%	+$69.1K	0.16%	143
2018 Q1	$373K	Hold	4,199	–	–	0.14%	145
2017 Q4	$391K	Sell	4,199 -210	-5%	-$20K	0.14%	138
2017 Q3	$403K	Hold	4,409	–	–	0.16%	132
2017 Q2	$397K	Hold	4,409	–	–	0.16%	133
2017 Q1	$383K	Hold	4,409	–	–	0.17%	131
2016 Q4	$370K	Hold	4,409	–	–	0.17%	125
2016 Q3	$351K	Hold	4,409	–	–	0.16%	117
2016 Q2	$372K	Hold	4,409	–	–	0.19%	114
2016 Q1	$340K	Hold	4,409	–	–	0.18%	114
2015 Q4	$301K	Hold	4,409	–	–	0.15%	108
2015 Q3	$302K	Buy	4,409 +529	+14%	+$35.4K	0.17%	100
2015 Q2	$246K	Hold	3,880	–	–	0.12%	124
2015 Q1	$266K	Buy	+3,880	New	+$279K	0.13%	113

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BKS Advisors's DTE Position: Q1 2019 in Review

BKS Advisors held its DTE Energy (DTE) position steady in Q1 2019 at 3,023 shares worth $321K. The position accounts for 0.13% of the portfolio, ranked #148.

BKS Advisors first reported a position in DTE in Q1 2015 and has held it in 17 quarters since. The position peaked at $441K in Q2 2018. 663 funds tracked by Wall St. Rank hold DTE as of Q1 2019.

BKS Advisors held 3,023 shares of DTE Energy worth $321K as of Q1 2019.
BKS Advisors left its DTE Energy share count unchanged in Q1 2019.
DTE Energy made up 0.13% of BKS Advisors's portfolio in Q1 2019, its #148 holding.
BKS Advisors first reported a position in DTE Energy in Q1 2015 and has held it in 17 quarters since.
BKS Advisors's DTE Energy position peaked at $441K in Q2 2018.
663 funds tracked by Wall St. Rank held DTE Energy as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.