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Castleview Partners’s DTE Energy DTE Stock Holding History

Castleview Partners’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
Q2 		$12K Buy
+110
New +$12.9K 0.01% 647

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Castleview Partners's DTE Position: Q2 2021 in Review

Castleview Partners opened a new position in DTE Energy (DTE) in Q2 2021: 110 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #647 among its holdings.

685 funds tracked by Wall St. Rank hold DTE as of Q2 2021.

  • Castleview Partners held 110 shares of DTE Energy worth $12K as of Q2 2021.
  • DTE Energy was a new Castleview Partners position in Q2 2021.
  • DTE Energy made up 0.01% of Castleview Partners's portfolio in Q2 2021, its #647 holding.
  • 685 funds tracked by Wall St. Rank held DTE Energy as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.