Financial & Investment Management Group’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$824K Buy
8,778
+42
+0.5% +$4.1K 0.3% 66
2018
Q3
$811K Buy
8,736
+869
+11% +$81K 0.27% 63
2018
Q2
$694K Buy
7,867
+44
+0.6% +$3.81K 0.22% 67
2018
Q1
$695K Buy
7,823
+44
+0.6% +$3.86K 0.22% 68
2017
Q4
$725K Buy
7,779
+38
+0.5% +$3.61K 0.25% 56
2017
Q3
$707K Buy
7,741
+40
+0.5% +$3.71K 0.23% 56
2017
Q2
$693K Sell
7,701
-696
-8% -$63.1K 0.25% 53
2017
Q1
$730K Hold
8,397
0.25% 56
2016
Q4
$704K Sell
8,397
-64
-0.8% -$5.14K 0.27% 62
2016
Q3
$675K Hold
8,461
0.22% 69
2016
Q2
$714K Hold
8,461
0.22% 61
2016
Q1
$653K Hold
8,461
0.17% 69
2015
Q4
$577K Buy
8,461
+148
+2% +$10.2K 0.16% 81
2015
Q3
$569K Hold
8,313
0.16% 88
2015
Q2
$528K Hold
8,313
0.14% 93
2015
Q1
$571K Sell
8,313
-99
-1% -$7.11K 0.14% 97
2014
Q4
$618K Buy
8,412
+99
+1% +$6.87K 0.16% 90
2014
Q3
$538K Hold
8,313
0.16% 88
2014
Q2
$551K Buy
8,313
+4,112
+98% +$267K 0.16% 84
2014
Q1
$266K Sell
4,201
-436
-9% -$25.7K 0.08% 100
2013
Q4
$262K Buy
4,637
+436
+10% +$25K 0.08% 106
2013
Q3
$236K Sell
4,201
-436
-9% -$25.3K 0.09% 75
2013
Q2
$264K Buy
+4,637
New +$273K 0.15% 55

Other funds holding DTE

Financial & Investment Management Group's DTE Position: Q4 2018 in Review

Financial & Investment Management Group increased its DTE Energy (DTE) stake by 0.48% in Q4 2018, buying an estimated $4.1K and bringing the position to 8,778 shares worth $824K. The position accounts for 0.3% of the portfolio, ranked #66.

Financial & Investment Management Group first reported a position in DTE in Q2 2013 and has held it in 23 quarters since. 659 funds tracked by Wall St. Rank hold DTE as of Q4 2018.

  • Financial & Investment Management Group held 8,778 shares of DTE Energy worth $824K as of Q4 2018.
  • Financial & Investment Management Group bought 42 DTE Energy shares in Q4 2018, an estimated $4.1K.
  • DTE Energy made up 0.3% of Financial & Investment Management Group's portfolio in Q4 2018, its #66 holding.
  • Financial & Investment Management Group first reported a position in DTE Energy in Q2 2013 and has held it in 23 quarters since.
  • 659 funds tracked by Wall St. Rank held DTE Energy as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.