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Fieldpoint Private Securities’s DTE Energy DTE Stock Holding History

Fieldpoint Private Securities’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
2022
Q2 		$4K Sell
30
-7
-19% -$913 ﹤0.01% 963
2022
Q1 		$5K Hold
37
– – ﹤0.01% 1263
2021
Q4 		$4K Hold
37
– – ﹤0.01% 1314
2021
Q3 		$4K Buy
37
+31
+517% +$3.64K ﹤0.01% 1301
2021
Q2 		$1K Hold
6
– – ﹤0.01% 1460
2021
Q1 		$1K Sell
6
-153
-96% -$16.1K ﹤0.01% 1458
2020
Q4 		$16K Buy
+159
New +$16.8K ﹤0.01% 753

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fieldpoint Private Securities's DTE Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its DTE Energy (DTE) stake by 19% in Q2 2022, selling an estimated $913 and leaving 30 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Fieldpoint Private Securities first reported a position in DTE in Q4 2020 and has held it in 7 quarters since. The position peaked at $16K in Q4 2020. 741 funds tracked by Wall St. Rank hold DTE as of Q2 2022.

  • Fieldpoint Private Securities held 30 shares of DTE Energy worth $4K as of Q2 2022.
  • Fieldpoint Private Securities sold 7 DTE Energy shares in Q2 2022, an estimated $913.
  • DTE Energy made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #963 holding.
  • Fieldpoint Private Securities first reported a position in DTE Energy in Q4 2020 and has held it in 7 quarters since.
  • Fieldpoint Private Securities's DTE Energy position peaked at $16K in Q4 2020.
  • 741 funds tracked by Wall St. Rank held DTE Energy as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.