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CSat Investment Advisory’s DTE Energy DTE Stock Holding History

CSat Investment Advisory’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
Q1 		$35K Buy
307
+78
+34% +$8.19K 0.03% 275
2020
Q4 		$24K Sell
229
-635
-73% -$66.9K 0.02% 302
2020
Q3 		$85K Buy
864
+45
+5% +$4.4K 0.01% 529
2020
Q2 		$75K Buy
819
+83
+11% +$7.34K 0.01% 572
2020
Q1 		$60K Buy
736
+84
+13% +$8.52K 0.01% 477
2019
Q4 		$73K Buy
652
+109
+20% +$11.8K 0.02% 464
2019
Q3 		$62K Buy
543
+39
+8% +$4.31K 0.02% 431
2019
Q2 		$55K Buy
504
+381
+310% +$40.9K 0.02% 454
2019
Q1 		$13K Buy
123
+7
+6% +$707 0.01% 393
2018
Q4 		$11K Buy
116
+11
+10% +$1.07K 0.01% 394
2018
Q3 		$10K Sell
105
-15
-13% -$1.4K 0.01% 363
2018
Q2 		$11K Buy
+120
New +$10.4K 0.01% 321
2015
Q2 		– Sell
-81,153
Closed -$5.57M – 24
2015
Q1 		$5.57M Sell
81,153
-4,197
-5% -$301K 2.43% 20
2014
Q4 		$6.27M Buy
85,350
+7,751
+10% +$538K 2.61% 20
2014
Q3 		$5.03M Buy
77,599
+8,192
+12% +$531K 2.1% 23
2014
Q2 		$4.6M Buy
+69,407
New +$4.5M 2.29% 23

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

CSat Investment Advisory's DTE Position: Q1 2021 in Review

CSat Investment Advisory increased its DTE Energy (DTE) stake by 34% in Q1 2021, buying an estimated $8.19K and bringing the position to 307 shares worth $35K. The position accounts for 0.03% of the portfolio, ranked #275.

CSat Investment Advisory first reported a position in DTE in Q2 2014 and has held it in 16 quarters since. The position peaked at $6.27M in Q4 2014. 673 funds tracked by Wall St. Rank hold DTE as of Q1 2021.

  • CSat Investment Advisory held 307 shares of DTE Energy worth $35K as of Q1 2021.
  • CSat Investment Advisory bought 78 DTE Energy shares in Q1 2021, an estimated $8.19K.
  • DTE Energy made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #275 holding.
  • CSat Investment Advisory first reported a position in DTE Energy in Q2 2014 and has held it in 16 quarters since.
  • CSat Investment Advisory's DTE Energy position peaked at $6.27M in Q4 2014.
  • 673 funds tracked by Wall St. Rank held DTE Energy as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.