Bradley Foster & Sargent’s DTE Energy DTE Stock Holding History

Bradley Foster & Sargent’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 Q1	–	Sell	-2,263	Closed	-$250K	–	332
2019 Q4	$250K	Buy	+2,263	New	+$244K	0.01%	330

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

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

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

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

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

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

Bradley Foster & Sargent's DTE Position: Q1 2020 in Review

Bradley Foster & Sargent sold out of DTE Energy (DTE) in Q1 2020, closing a stake of 2,263 shares — an estimated $250K sold.

Bradley Foster & Sargent first reported a position in DTE in Q4 2019 and held it in 1 quarter. The position peaked at $250K in Q4 2019. 620 funds tracked by Wall St. Rank hold DTE as of Q1 2020.

Bradley Foster & Sargent reported no remaining DTE Energy position as of Q1 2020 after selling out during the quarter.
Bradley Foster & Sargent sold 2,263 DTE Energy shares in Q1 2020, an estimated $250K.
Bradley Foster & Sargent first reported a position in DTE Energy in Q4 2019 and held it in 1 quarter.
Bradley Foster & Sargent's DTE Energy position peaked at $250K in Q4 2019.
620 funds tracked by Wall St. Rank held DTE Energy as of Q1 2020.

Based on Bradley Foster & Sargent's 13F filing for Q1 2020, filed 7 May 2020.