C.M. Bidwell & Associates’s DTE Energy DTE Stock Holding History

C.M. Bidwell & Associates’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
2021 Q4	–	Sell	-27	Closed	-$3K	–	567
2021 Q3	$3K	Sell	27 -5	-16%	-$587	﹤0.01%	502
2021 Q2	$3K	Buy	+32	New	+$3.74K	﹤0.01%	506
2019 Q1	–	Sell	-3,249	Closed	-$305K	–	418
2018 Q4	$305K	Sell	3,249 -41	-1%	-$4K	0.33%	85
2018 Q3	$306K	Buy	+3,290	New	+$307K	0.29%	89
2018 Q2	–	Sell	-588	Closed	-$52K	–	415
2018 Q1	$52K	Hold	588	–	–	0.05%	236
2017 Q4	$55K	Hold	588	–	–	0.05%	244
2017 Q3	$54K	Sell	588 -21,032	-97%	-$1.95M	0.08%	171
2017 Q2	$1.95M	Hold	21,620	–	–	0.42%	83
2017 Q1	$1.88M	Buy	+21,620	New	+$1.83M	0.42%	86

Other funds holding DTE

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

C.M. Bidwell & Associates's DTE Position: Q4 2021 in Review

C.M. Bidwell & Associates sold out of DTE Energy (DTE) in Q4 2021, closing a stake of 27 shares — an estimated $3K sold.

C.M. Bidwell & Associates first reported a position in DTE in Q1 2017 and held it in 9 quarters. The position peaked at $1.95M in Q2 2017. 703 funds tracked by Wall St. Rank hold DTE as of Q4 2021.

C.M. Bidwell & Associates reported no remaining DTE Energy position as of Q4 2021 after selling out during the quarter.
C.M. Bidwell & Associates sold 27 DTE Energy shares in Q4 2021, an estimated $3K.
C.M. Bidwell & Associates first reported a position in DTE Energy in Q1 2017 and held it in 9 quarters.
C.M. Bidwell & Associates's DTE Energy position peaked at $1.95M in Q2 2017.
703 funds tracked by Wall St. Rank held DTE Energy as of Q4 2021.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2021, filed 11 Feb 2022.