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Evolution Wealth Advisors’s DTE Energy DTE Stock Holding History

Evolution Wealth 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
Q3 		– Sell
-26
Closed -$2K – 588
2020
Q2 		$2K Hold
26
– – ﹤0.01% 474
2020
Q1 		$2K Sell
26
-9
-26% -$913 ﹤0.01% 293
2019
Q4 		$4K Sell
35
-24
-41% -$2.59K ﹤0.01% 436
2019
Q3 		$7K Buy
59
+26
+79% +$2.87K ﹤0.01% 227
2019
Q2 		$4K Buy
+33
New +$3.54K ﹤0.01% 288

Other funds holding DTE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evolution Wealth Advisors's DTE Position: Q3 2020 in Review

Evolution Wealth Advisors sold out of DTE Energy (DTE) in Q3 2020, closing a stake of 26 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in DTE in Q2 2019 and held it in 5 quarters. The position peaked at $7K in Q3 2019. 620 funds tracked by Wall St. Rank hold DTE as of Q3 2020.

  • Evolution Wealth Advisors reported no remaining DTE Energy position as of Q3 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 26 DTE Energy shares in Q3 2020, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in DTE Energy in Q2 2019 and held it in 5 quarters.
  • Evolution Wealth Advisors's DTE Energy position peaked at $7K in Q3 2019.
  • 620 funds tracked by Wall St. Rank held DTE Energy as of Q3 2020.

Based on Evolution Wealth Advisors's 13F filing for Q3 2020, filed 15 Oct 2020.