E&G Advisors’s DTE Energy DTE Stock Holding History

E&G Advisors’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
2019 Q3	–	Sell	-2,409	Closed	-$262K	–	181
2019 Q2	$262K	Sell	2,409 -705	-23%	-$75.7K	0.11%	161
2019 Q1	$331K	Buy	3,114 +588	+23%	+$59.4K	0.15%	143
2018 Q4	$237K	Hold	2,526	–	–	0.11%	169
2018 Q3	$235K	Sell	2,526 -588	-19%	-$54.8K	0.09%	188
2018 Q2	$275K	Hold	3,114	–	–	0.11%	163
2018 Q1	$277K	Hold	3,114	–	–	0.12%	160
2017 Q4	$290K	Buy	3,114 +705	+29%	+$67K	0.12%	170
2017 Q3	$220K	Buy	+2,409	New	+$223K	0.1%	167

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

E&G Advisors's DTE Position: Q3 2019 in Review

E&G Advisors sold out of DTE Energy (DTE) in Q3 2019, closing a stake of 2,409 shares — an estimated $262K sold.

E&G Advisors first reported a position in DTE in Q3 2017 and held it in 8 quarters. The position peaked at $331K in Q1 2019. 648 funds tracked by Wall St. Rank hold DTE as of Q3 2019.

E&G Advisors reported no remaining DTE Energy position as of Q3 2019 after selling out during the quarter.
E&G Advisors sold 2,409 DTE Energy shares in Q3 2019, an estimated $262K.
E&G Advisors first reported a position in DTE Energy in Q3 2017 and held it in 8 quarters.
E&G Advisors's DTE Energy position peaked at $331K in Q1 2019.
648 funds tracked by Wall St. Rank held DTE Energy as of Q3 2019.

Based on E&G Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.