British Steel Pension Fund’s DTE Energy DTE Stock Holding History

British Steel Pension Fund’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 Q3	–	Sell	-29,375	Closed	-$3.2M	–	173
2019 Q2	$3.2M	Sell	29,375 -47,000	-62%	-$5.05M	0.48%	28
2019 Q1	$8.11M	Hold	76,375	–	–	1.42%	20
2018 Q4	$7.09M	Buy	+76,375	New	+$7.46M	1.21%	27
2018 Q2	$6.74M	Hold	76,375	–	–	1.08%	28
2018 Q1	$7.12M	Hold	76,375	–	–	0.83%	31
2017 Q4	$7.12M	Hold	76,375	–	–	0.83%	31
2017 Q3	$6.98M	Hold	76,375	–	–	0.84%	31
2017 Q2	$6.88M	Hold	76,375	–	–	0.75%	32
2017 Q1	$6.64M	Buy	+76,375	New	+$6.47M	0.75%	34

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

British Steel Pension Fund's DTE Position: Q3 2019 in Review

British Steel Pension Fund sold out of DTE Energy (DTE) in Q3 2019, closing a stake of 29,375 shares — an estimated $3.2M sold.

British Steel Pension Fund first reported a position in DTE in Q1 2017 and held it in 9 quarters. The position peaked at $8.11M in Q1 2019. 647 funds tracked by Wall St. Rank hold DTE as of Q3 2019.

British Steel Pension Fund reported no remaining DTE Energy position as of Q3 2019 after selling out during the quarter.
British Steel Pension Fund sold 29,375 DTE Energy shares in Q3 2019, an estimated $3.2M.
British Steel Pension Fund first reported a position in DTE Energy in Q1 2017 and held it in 9 quarters.
British Steel Pension Fund's DTE Energy position peaked at $8.11M in Q1 2019.
647 funds tracked by Wall St. Rank held DTE Energy as of Q3 2019.

Based on British Steel Pension Fund's 13F filing for Q3 2019, filed 25 Nov 2019.