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Burney Company’s DTE Energy DTE Stock Holding History

Burney Company’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
Q3 		– Sell
-2,224
Closed -$203K – 505
2020
Q2 		$203K Sell
2,224
-320
-13% -$28.3K 0.01% 462
2020
Q1 		$206K Sell
2,544
-32
-1% -$3.25K 0.02% 401
2019
Q4 		$285K Buy
2,576
+150
+6% +$16.2K 0.02% 404
2019
Q3 		$275K Buy
+2,426
New +$268K 0.02% 388
2018
Q3 		– Sell
-7,619
Closed -$672K – 448
2018
Q2 		$672K Buy
+7,619
New +$660K 0.04% 290

Other funds holding DTE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burney Company's DTE Position: Q3 2020 in Review

Burney Company sold out of DTE Energy (DTE) in Q3 2020, closing a stake of 2,224 shares — an estimated $203K sold.

Burney Company first reported a position in DTE in Q2 2018 and held it in 5 quarters. The position peaked at $672K in Q2 2018. 620 funds tracked by Wall St. Rank hold DTE as of Q3 2020.

  • Burney Company reported no remaining DTE Energy position as of Q3 2020 after selling out during the quarter.
  • Burney Company sold 2,224 DTE Energy shares in Q3 2020, an estimated $203K.
  • Burney Company first reported a position in DTE Energy in Q2 2018 and held it in 5 quarters.
  • Burney Company's DTE Energy position peaked at $672K in Q2 2018.
  • 620 funds tracked by Wall St. Rank held DTE Energy as of Q3 2020.

Based on Burney Company's 13F filing for Q3 2020, filed 14 Dec 2020.