FCH
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Freestone Capital Holdings’s DTE Energy DTE Stock Holding History

Freestone Capital Holdings’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
Q1 		– Sell
-102
Closed -$10.6K – 574
2020
Q4 		$10.6K Hold
102
– – ﹤0.01% 843
2020
Q3 		$10K Buy
+102
New +$9.97K ﹤0.01% 745

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Freestone Capital Holdings's DTE Position: Q1 2021 in Review

Freestone Capital Holdings sold out of DTE Energy (DTE) in Q1 2021, closing a stake of 102 shares — an estimated $10.6K sold.

Freestone Capital Holdings first reported a position in DTE in Q3 2020 and held it in 2 quarters. The position peaked at $10.6K in Q4 2020. 672 funds tracked by Wall St. Rank hold DTE as of Q1 2021.

  • Freestone Capital Holdings reported no remaining DTE Energy position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 102 DTE Energy shares in Q1 2021, an estimated $10.6K.
  • Freestone Capital Holdings first reported a position in DTE Energy in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's DTE Energy position peaked at $10.6K in Q4 2020.
  • 672 funds tracked by Wall St. Rank held DTE Energy as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.