Carroll Financial Associates’s DTE Energy DTE Stock Holding History

Carroll Financial 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	$0	Sell	2 -9	-82%	-$1.03K	﹤0.01%	1680
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	1632
2021 Q2	$1K	Sell	11 -9	-45%	-$1.05K	﹤0.01%	1622
2021 Q1	$2K	Buy	+20	New	+$2.1K	﹤0.01%	1491
2019 Q1	–	Sell	-188	Closed	-$17K	–	1389
2018 Q4	$17K	Buy	+188	New	+$18.4K	﹤0.01%	712
2018 Q1	–	Sell	-1,058	Closed	-$98K	–	1260
2017 Q4	$98K	Hold	1,058	–	–	0.01%	382
2017 Q3	$96K	Hold	1,058	–	–	0.01%	381
2017 Q2	$95K	Hold	1,058	–	–	0.01%	384
2017 Q1	$91K	Hold	1,058	–	–	0.01%	376
2016 Q4	$88K	Hold	1,058	–	–	0.01%	366
2016 Q3	$84K	Buy	+1,058	New	+$86.2K	0.01%	376
2013 Q4	–	Sell	-9	Closed	–	–	817
2013 Q3	$0	Buy	+9	New	+$522	﹤0.01%	806

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

Carroll Financial Associates's DTE Position: Q4 2021 in Review

Carroll Financial Associates reduced its DTE Energy (DTE) stake by 82% in Q4 2021, selling an estimated $1.03K and leaving 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

Carroll Financial Associates first reported a position in DTE in Q3 2013 and has held it in 12 quarters since. The position peaked at $98K in Q4 2017. 703 funds tracked by Wall St. Rank hold DTE as of Q4 2021.

Carroll Financial Associates held 2 shares of DTE Energy worth $0 as of Q4 2021.
Carroll Financial Associates sold 9 DTE Energy shares in Q4 2021, an estimated $1.03K.
DTE Energy made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1680 holding.
Carroll Financial Associates first reported a position in DTE Energy in Q3 2013 and has held it in 12 quarters since.
Carroll Financial Associates's DTE Energy position peaked at $98K in Q4 2017.
703 funds tracked by Wall St. Rank held DTE Energy as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.