Ecofin Advisors’s DTE Energy DTE Stock Holding History

Ecofin 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
2020 Q4	$3.62M	Sell	35,016 -350	-1%	-$36.9K	1.52%	21
2020 Q3	$3.46M	Buy	35,366 +259	+0.7%	+$25.3K	1.68%	24
2020 Q2	$3.21M	Buy	35,107 +91	+0.3%	+$8.05K	1.76%	22
2020 Q1	$2.83M	Buy	35,016 +6,858	+24%	+$696K	1.93%	20
2019 Q4	$3.11M	Sell	28,158 -18,478	-40%	-$1.99M	1.49%	22
2019 Q3	$5.28M	Buy	46,636 +1,100	+2%	+$122K	2.39%	12
2019 Q2	$4.96M	Hold	45,536	–	–	2.47%	13
2019 Q1	$4.83M	Hold	45,536	–	–	3.34%	10
2018 Q4	$4.28M	Sell	45,536 -17,708	-28%	-$1.73M	2.89%	13
2018 Q3	$5.87M	Hold	63,244	–	–	3.87%	9
2018 Q2	$5.58M	Buy	63,244 +10,541	+20%	+$913K	3.74%	10
2018 Q1	$4.68M	Hold	52,703	–	–	1%	24
2017 Q4	$4.91M	Sell	52,703 -5,857	-10%	-$557K	1.1%	22
2017 Q3	$5.35M	Buy	58,560 +7,617	+15%	+$706K	1.28%	23
2017 Q2	$4.59M	Buy	50,943 +8,490	+20%	+$769K	1.1%	22
2017 Q1	$3.69M	Buy	42,453 +10,353	+32%	+$877K	0.97%	23
2016 Q4	$2.69M	Buy	+32,100	New	+$2.58M	0.74%	26

Other funds holding DTE

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ecofin Advisors's DTE Position: Q4 2020 in Review

Ecofin Advisors reduced its DTE Energy (DTE) stake by 0.99% in Q4 2020, selling an estimated $36.9K and leaving 35,016 shares worth $3.62M. The position accounts for 1.52% of the portfolio, ranked #21.

Ecofin Advisors first reported a position in DTE in Q4 2016 and has held it in 17 quarters since. The position peaked at $5.87M in Q3 2018. 676 funds tracked by Wall St. Rank hold DTE as of Q4 2020.

Ecofin Advisors held 35,016 shares of DTE Energy worth $3.62M as of Q4 2020.
Ecofin Advisors sold 350 DTE Energy shares in Q4 2020, an estimated $36.9K.
DTE Energy made up 1.52% of Ecofin Advisors's portfolio in Q4 2020, its #21 holding.
Ecofin Advisors first reported a position in DTE Energy in Q4 2016 and has held it in 17 quarters since.
Ecofin Advisors's DTE Energy position peaked at $5.87M in Q3 2018.
676 funds tracked by Wall St. Rank held DTE Energy as of Q4 2020.

Based on Ecofin Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.