BRR OpCo’s DTE Energy DTE Stock Holding History

BRR OpCo’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 Q2	–	Sell	-7,797	Closed	-$630K	–	183
2020 Q1	$630K	Buy	7,797 +1,445	+23%	+$147K	0.12%	92
2019 Q4	$702K	Buy	6,352 +1,055	+20%	+$114K	0.1%	99
2019 Q3	$599K	Buy	5,297 +417	+9%	+$46.1K	0.1%	95
2019 Q2	$531K	Buy	+4,880	New	+$524K	0.09%	105

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BRR OpCo's DTE Position: Q2 2020 in Review

BRR OpCo sold out of DTE Energy (DTE) in Q2 2020, closing a stake of 7,797 shares — an estimated $630K sold.

BRR OpCo first reported a position in DTE in Q2 2019 and held it in 4 quarters. The position peaked at $702K in Q4 2019. 622 funds tracked by Wall St. Rank hold DTE as of Q2 2020.

BRR OpCo reported no remaining DTE Energy position as of Q2 2020 after selling out during the quarter.
BRR OpCo sold 7,797 DTE Energy shares in Q2 2020, an estimated $630K.
BRR OpCo first reported a position in DTE Energy in Q2 2019 and held it in 4 quarters.
BRR OpCo's DTE Energy position peaked at $702K in Q4 2019.
622 funds tracked by Wall St. Rank held DTE Energy as of Q2 2020.

Based on BRR OpCo's 13F filing for Q2 2020, filed 13 Aug 2020.