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	3.02%	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	1.31%	23
2017 Q2	$4.59M	Buy	50,943 +8,490	+20%	+$769K	1.16%	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

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 New York $5.7T AUM 30.48% 1-Year Est. Return

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return