DC Investments Management’s DTE Energy DTE Stock Holding History

DC Investments Management’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	–	Sell	-3,499	Closed	-$320K	–	130
2020 Q2	$320K	Sell	3,499 -2,110	-38%	-$187K	0.12%	171
2020 Q1	$453K	Buy	5,609 +592	+12%	+$60.1K	0.37%	92
2019 Q4	$555K	Sell	5,017 -167	-3%	-$18K	0.43%	84
2019 Q3	$587K	Sell	5,184 -449	-8%	-$49.6K	0.34%	67
2019 Q2	$613K	Sell	5,633 -798	-12%	-$85.7K	0.34%	75
2019 Q1	$683K	Hold	6,431	–	–	0.43%	57
2018 Q4	$604K	Buy	6,431 +572	+10%	+$55.8K	0.49%	57
2018 Q3	$544K	Sell	5,859 -61	-1%	-$5.69K	0.37%	116
2018 Q2	$522K	Sell	5,920 -5,110	-46%	-$443K	0.33%	180
2018 Q1	$980K	Hold	11,030	–	–	0.66%	43
2017 Q4	$1.03M	Buy	+11,030	New	+$1.05M	0.42%	44

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

DC Investments Management's DTE Position: Q3 2020 in Review

DC Investments Management sold out of DTE Energy (DTE) in Q3 2020, closing a stake of 3,499 shares — an estimated $320K sold.

DC Investments Management first reported a position in DTE in Q4 2017 and held it in 11 quarters. The position peaked at $1.03M in Q4 2017. 620 funds tracked by Wall St. Rank hold DTE as of Q3 2020.

DC Investments Management reported no remaining DTE Energy position as of Q3 2020 after selling out during the quarter.
DC Investments Management sold 3,499 DTE Energy shares in Q3 2020, an estimated $320K.
DC Investments Management first reported a position in DTE Energy in Q4 2017 and held it in 11 quarters.
DC Investments Management's DTE Energy position peaked at $1.03M in Q4 2017.
620 funds tracked by Wall St. Rank held DTE Energy as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.