Certified Advisory Corp’s DTE Energy DTE Stock Holding History

Certified Advisory Corp’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	–	Sell	-445	Closed	-$51K	–	340
2021 Q1	$51K	Buy	+445	New	+$46.7K	0.01%	343
2020 Q2	$40K	Buy	434 +4	+0.9%	+$354	0.01%	332
2020 Q1	$35K	Sell	430 -277	-39%	-$28.1K	0.01%	330
2019 Q4	$78K	Buy	707 +4	+0.6%	+$431	0.02%	259
2019 Q3	$79K	Buy	703 +5	+0.7%	+$553	0.03%	255
2019 Q2	$76K	Buy	698 +2	+0.3%	+$215	0.03%	257
2019 Q1	$74K	Sell	696 -111	-14%	-$11.2K	0.03%	246
2018 Q4	$76K	Buy	807 +123	+18%	+$12K	0.04%	225
2018 Q3	$64K	Sell	684 -95	-12%	-$8.86K	0.03%	263
2018 Q2	$69K	Buy	779 +8	+1%	+$693	0.04%	235
2018 Q1	$68K	Buy	771 +6	+0.8%	+$526	0.04%	232
2017 Q4	$71K	Buy	+765	New	+$72.7K	0.05%	191

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Certified Advisory Corp's DTE Position: Q2 2021 in Review

Certified Advisory Corp sold out of DTE Energy (DTE) in Q2 2021, closing a stake of 445 shares — an estimated $51K sold.

Certified Advisory Corp first reported a position in DTE in Q4 2017 and held it in 12 quarters. The position peaked at $79K in Q3 2019. 685 funds tracked by Wall St. Rank hold DTE as of Q2 2021.

Certified Advisory Corp reported no remaining DTE Energy position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 445 DTE Energy shares in Q2 2021, an estimated $51K.
Certified Advisory Corp first reported a position in DTE Energy in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's DTE Energy position peaked at $79K in Q3 2019.
685 funds tracked by Wall St. Rank held DTE Energy as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.