Financial Architects (New Jersey)’s DTE Energy DTE Stock Holding History

Financial Architects (New Jersey)’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	-143	Closed	-$13K	–	405
2020 Q2	$13K	Hold	143	–	–	﹤0.01%	611
2020 Q1	$12K	Hold	143	–	–	﹤0.01%	585
2019 Q4	$16K	Hold	143	–	–	﹤0.01%	601
2019 Q3	$16K	Hold	143	–	–	﹤0.01%	638
2019 Q2	$16K	Hold	143	–	–	﹤0.01%	775
2019 Q1	$15K	Hold	143	–	–	﹤0.01%	979
2018 Q4	$13K	Hold	143	–	–	﹤0.01%	928
2018 Q3	$13K	Hold	143	–	–	﹤0.01%	1037
2018 Q2	$13K	Buy	143 +22	+18%	+$1.91K	﹤0.01%	922
2018 Q1	$11K	Hold	121	–	–	﹤0.01%	1043
2017 Q4	$11K	Hold	121	–	–	﹤0.01%	1121
2017 Q3	$11K	Hold	121	–	–	﹤0.01%	1102
2017 Q2	$11K	Hold	121	–	–	﹤0.01%	1106
2017 Q1	$11K	Sell	121 -72	-37%	-$6.1K	﹤0.01%	1105
2016 Q4	$16K	Hold	193	–	–	﹤0.01%	891
2016 Q3	$16K	Buy	193 +9	+5%	+$733	﹤0.01%	889
2016 Q2	$15K	Buy	184 +63	+52%	+$4.87K	﹤0.01%	864
2016 Q1	$9K	Buy	+121	New	+$8.74K	﹤0.01%	772
2015 Q3	–	Sell	-121	Closed	-$8K	–	399
2015 Q2	$8K	Hold	121	–	–	﹤0.01%	838
2015 Q1	$8K	Hold	121	–	–	﹤0.01%	767
2014 Q4	$9K	Hold	121	–	–	﹤0.01%	687
2014 Q3	$8K	Hold	121	–	–	﹤0.01%	649
2014 Q2	$8K	Buy	+121	New	+$7.85K	﹤0.01%	684

Other funds holding DTE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Financial Architects (New Jersey)'s DTE Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of DTE Energy (DTE) in Q3 2020, closing a stake of 143 shares — an estimated $13K sold.

Financial Architects (New Jersey) first reported a position in DTE in Q2 2014 and held it in 23 quarters. The position peaked at $16K in Q4 2019. 620 funds tracked by Wall St. Rank hold DTE as of Q3 2020.

Financial Architects (New Jersey) reported no remaining DTE Energy position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 143 DTE Energy shares in Q3 2020, an estimated $13K.
Financial Architects (New Jersey) first reported a position in DTE Energy in Q2 2014 and held it in 23 quarters.
Financial Architects (New Jersey)'s DTE Energy position peaked at $16K in Q4 2019.
620 funds tracked by Wall St. Rank held DTE Energy as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.