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Ellis Investment Partners’s DTE Energy DTE Stock Holding History

Ellis Investment Partners’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 		– Sell
-48
Closed -$5K – 770
2020
Q4 		$5K Buy
+48
New +$5.06K ﹤0.01% 628

Other funds holding DTE

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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

Ellis Investment Partners's DTE Position: Q1 2021 in Review

Ellis Investment Partners sold out of DTE Energy (DTE) in Q1 2021, closing a stake of 48 shares — an estimated $5K sold.

Ellis Investment Partners first reported a position in DTE in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 672 funds tracked by Wall St. Rank hold DTE as of Q1 2021.

  • Ellis Investment Partners reported no remaining DTE Energy position as of Q1 2021 after selling out during the quarter.
  • Ellis Investment Partners sold 48 DTE Energy shares in Q1 2021, an estimated $5K.
  • Ellis Investment Partners first reported a position in DTE Energy in Q4 2020 and held it in 1 quarter.
  • Ellis Investment Partners's DTE Energy position peaked at $5K in Q4 2020.
  • 672 funds tracked by Wall St. Rank held DTE Energy as of Q1 2021.

Based on Ellis Investment Partners's 13F filing for Q1 2021, filed 3 May 2021.