Cornerstone Advisors (Washington)’s DTE Energy DTE Stock Holding History

Cornerstone Advisors (Washington)’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	$111K	Buy	1,134 +68	+6%	+$6.64K	0.01%	164
2020 Q2	$98K	Buy	1,066 +281	+36%	+$24.9K	0.01%	171
2020 Q1	$63K	Buy	785 +195	+33%	+$19.8K	0.01%	188
2019 Q4	$65K	Buy	590 +58	+11%	+$6.26K	0.01%	204
2019 Q3	$60K	Buy	532 +138	+35%	+$15.3K	0.01%	200
2019 Q2	$43K	Buy	394 +59	+18%	+$6.33K	﹤0.01%	439
2019 Q1	$36K	Buy	335 +93	+38%	+$9.39K	﹤0.01%	461
2018 Q4	$23K	Buy	242 +9	+4%	+$879	﹤0.01%	480
2018 Q3	$22K	Buy	233 +204	+703%	+$19K	0.01%	511
2018 Q2	$3K	Hold	29	–	–	﹤0.01%	785
2018 Q1	$3K	Hold	29	–	–	﹤0.01%	766
2017 Q4	$3K	Hold	29	–	–	﹤0.01%	757
2017 Q3	$3K	Hold	29	–	–	﹤0.01%	746
2017 Q2	$3K	Hold	29	–	–	﹤0.01%	746
2017 Q1	$3K	Hold	29	–	–	﹤0.01%	738
2016 Q4	$2K	Buy	29 +7	+32%	+$563	﹤0.01%	804
2016 Q3	$2K	Hold	22	–	–	﹤0.01%	778
2016 Q2	$2K	Hold	22	–	–	﹤0.01%	715
2016 Q1	$2K	Hold	22	–	–	﹤0.01%	711
2015 Q4	$2K	Hold	22	–	–	﹤0.01%	713
2015 Q3	$2K	Hold	22	–	–	﹤0.01%	705
2015 Q2	$1K	Hold	22	–	–	﹤0.01%	686
2015 Q1	$2K	Hold	22	–	–	﹤0.01%	596
2014 Q4	$2K	Buy	+22	New	+$1.53K	﹤0.01%	568

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

Cornerstone Advisors (Washington)'s DTE Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its DTE Energy (DTE) stake by 6.4% in Q3 2020, buying an estimated $6.64K and bringing the position to 1,134 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #164.

Cornerstone Advisors (Washington) first reported a position in DTE in Q4 2014 and has held it in 24 quarters since. 621 funds tracked by Wall St. Rank hold DTE as of Q3 2020.

Cornerstone Advisors (Washington) held 1,134 shares of DTE Energy worth $111K as of Q3 2020.
Cornerstone Advisors (Washington) bought 68 DTE Energy shares in Q3 2020, an estimated $6.64K.
DTE Energy made up 0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #164 holding.
Cornerstone Advisors (Washington) first reported a position in DTE Energy in Q4 2014 and has held it in 24 quarters since.
621 funds tracked by Wall St. Rank held DTE Energy as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.