Elm Advisors’s DTE Energy DTE Stock Holding History

Elm 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
2021 Q1	–	Sell	-881	Closed	-$91K	–	130
2020 Q4	$91K	Buy	+881	New	+$92.9K	0.06%	124
2018 Q4	–	Sell	-1,293	Closed	-$120K	–	123
2018 Q3	$120K	Buy	+1,293	New	+$121K	0.08%	109

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

Elm Advisors's DTE Position: Q1 2021 in Review

Elm Advisors sold out of DTE Energy (DTE) in Q1 2021, closing a stake of 881 shares — an estimated $91K sold.

Elm Advisors first reported a position in DTE in Q3 2018 and held it in 2 quarters. The position peaked at $120K in Q3 2018. 672 funds tracked by Wall St. Rank hold DTE as of Q1 2021.

Elm Advisors reported no remaining DTE Energy position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 881 DTE Energy shares in Q1 2021, an estimated $91K.
Elm Advisors first reported a position in DTE Energy in Q3 2018 and held it in 2 quarters.
Elm Advisors's DTE Energy position peaked at $120K in Q3 2018.
672 funds tracked by Wall St. Rank held DTE Energy as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.