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Eudaimonia Partners’s DTE Energy DTE Stock Holding History

Eudaimonia 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
Q2 		– Sell
-186
Closed -$21K – 608
2021
Q1 		$21K Buy
+186
New +$19.5K ﹤0.01% 916
2020
Q4 		– Sell
-244
Closed -$24K – 887
2020
Q3 		$24K Buy
244
+9
+4% +$879 0.01% 750
2020
Q2 		$22K Sell
235
-16
-6% -$1.42K 0.01% 697
2020
Q1 		$20K Sell
251
-353
-58% -$35.8K 0.01% 655
2019
Q4 		$67K Buy
+604
New +$65.1K 0.03% 426

Other funds holding DTE

Vanguard Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Eudaimonia Partners's DTE Position: Q2 2021 in Review

Eudaimonia Partners sold out of DTE Energy (DTE) in Q2 2021, closing a stake of 186 shares — an estimated $21K sold.

Eudaimonia Partners first reported a position in DTE in Q4 2019 and held it in 5 quarters. The position peaked at $67K in Q4 2019. 685 funds tracked by Wall St. Rank hold DTE as of Q2 2021.

  • Eudaimonia Partners reported no remaining DTE Energy position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 186 DTE Energy shares in Q2 2021, an estimated $21K.
  • Eudaimonia Partners first reported a position in DTE Energy in Q4 2019 and held it in 5 quarters.
  • Eudaimonia Partners's DTE Energy position peaked at $67K in Q4 2019.
  • 685 funds tracked by Wall St. Rank held DTE Energy as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.