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Fortem Financial Group’s DTE Energy DTE Stock Holding History

Fortem Financial Group’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 		– Sell
-2,369
Closed -$268K – 166
2021
Q1 		$268K Sell
2,369
-15
-0.6% -$1.57K 0.16% 144
2020
Q4 		$246K Buy
2,384
+1
+0% +$105 0.15% 138
2020
Q3 		$233K Sell
2,383
-7,127
-75% -$696K 0.17% 127
2020
Q2 		$870K Buy
9,510
+908
+11% +$80.3K 0.67% 54
2020
Q1 		$695K Sell
8,602
-2,048
-19% -$208K 0.63% 55
2019
Q4 		$1.18M Sell
10,650
-142
-1% -$15.3K 0.87% 47
2019
Q3 		$1.22M Sell
10,792
-1,124
-9% -$124K 1.04% 45
2019
Q2 		$1.3M Sell
11,916
-535
-4% -$57.4K 1.3% 31
2019
Q1 		$1.32M Hold
12,451
– – 1.37% 30
2018
Q4 		$1.17M Buy
+12,451
New +$1.22M 1.41% 30

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortem Financial Group's DTE Position: Q2 2021 in Review

Fortem Financial Group sold out of DTE Energy (DTE) in Q2 2021, closing a stake of 2,369 shares — an estimated $268K sold.

Fortem Financial Group first reported a position in DTE in Q4 2018 and held it in 10 quarters. The position peaked at $1.32M in Q1 2019. 685 funds tracked by Wall St. Rank hold DTE as of Q2 2021.

  • Fortem Financial Group reported no remaining DTE Energy position as of Q2 2021 after selling out during the quarter.
  • Fortem Financial Group sold 2,369 DTE Energy shares in Q2 2021, an estimated $268K.
  • Fortem Financial Group first reported a position in DTE Energy in Q4 2018 and held it in 10 quarters.
  • Fortem Financial Group's DTE Energy position peaked at $1.32M in Q1 2019.
  • 685 funds tracked by Wall St. Rank held DTE Energy as of Q2 2021.

Based on Fortem Financial Group's 13F filing for Q2 2021, filed 14 Jul 2021.