FormulaFolio Investments’s DTE Energy DTE Stock Holding History

FormulaFolio Investments’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	$3K	Buy	+27	New	+$3.16K	﹤0.01%	392
2021 Q1	–	Sell	-8,938	Closed	-$924K	–	541
2020 Q4	$924K	Buy	+8,938	New	+$942K	0.02%	334
2018 Q3	–	Sell	-3,631	Closed	-$320K	–	319
2018 Q2	$320K	Hold	3,631	–	–	0.02%	243
2018 Q1	$323K	Sell	3,631 -117	-3%	-$10.3K	0.02%	218
2017 Q4	$349K	Sell	3,748 -3,703	-50%	-$352K	0.02%	210
2017 Q3	$681K	Sell	7,451 -161	-2%	-$14.9K	0.05%	107
2017 Q2	$685K	Buy	7,612 +107	+1%	+$9.69K	0.06%	100
2017 Q1	$652K	Sell	7,505 -4,265	-36%	-$361K	0.07%	94
2016 Q4	$987K	Buy	+11,770	New	+$946K	0.13%	46

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

FormulaFolio Investments's DTE Position: Q2 2021 in Review

FormulaFolio Investments opened a new position in DTE Energy (DTE) in Q2 2021: 27 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: FormulaFolio Investments previously reported a position in DTE as recently as Q4 2020.

FormulaFolio Investments first reported a position in DTE in Q4 2016 and has held it in 9 quarters since. The position peaked at $987K in Q4 2016. 685 funds tracked by Wall St. Rank hold DTE as of Q2 2021.

FormulaFolio Investments held 27 shares of DTE Energy worth $3K as of Q2 2021.
DTE Energy was a new FormulaFolio Investments position in Q2 2021.
DTE Energy made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #392 holding.
FormulaFolio Investments first reported a position in DTE Energy in Q4 2016 and has held it in 9 quarters since.
FormulaFolio Investments's DTE Energy position peaked at $987K in Q4 2016.
685 funds tracked by Wall St. Rank held DTE Energy as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.