Burt Wealth Advisors’s DTE Energy DTE Stock Holding History

Burt Wealth 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
2020 Q3	–	Sell	-24	Closed	-$2K	–	407
2020 Q2	$2K	Buy	+24	New	+$2.12K	﹤0.01%	335

Other funds holding DTE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Burt Wealth Advisors's DTE Position: Q3 2020 in Review

Burt Wealth Advisors sold out of DTE Energy (DTE) in Q3 2020, closing a stake of 24 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in DTE in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 620 funds tracked by Wall St. Rank hold DTE as of Q3 2020.

Burt Wealth Advisors reported no remaining DTE Energy position as of Q3 2020 after selling out during the quarter.
Burt Wealth Advisors sold 24 DTE Energy shares in Q3 2020, an estimated $2K.
Burt Wealth Advisors first reported a position in DTE Energy in Q2 2020 and held it in 1 quarter.
Burt Wealth Advisors's DTE Energy position peaked at $2K in Q2 2020.
620 funds tracked by Wall St. Rank held DTE Energy as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.