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Fusion Investment Group’s DTE Energy DTE Stock Holding History

Fusion Investment 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
2015
Q4 		– Sell
-1,622
Closed -$111K – 94
2015
Q3 		$111K Hold
1,622
– – 0.26% 84
2015
Q2 		$103K Buy
+1,622
New +$108K 0.08% 118
2014
Q4 		– Sell
-383
Closed -$25K – 129
2014
Q3 		$25K Hold
383
– – 0.02% 134
2014
Q2 		$25K Hold
383
– – 0.02% 150
2014
Q1 		$24K Sell
383
-11,190
-97% -$659K 0.02% 154
2013
Q4 		$654K Buy
+11,573
New +$663K 0.48% 51

Other funds holding DTE

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fusion Investment Group's DTE Position: Q4 2015 in Review

Fusion Investment Group sold out of DTE Energy (DTE) in Q4 2015, closing a stake of 1,622 shares — an estimated $111K sold.

Fusion Investment Group first reported a position in DTE in Q4 2013 and held it in 6 quarters. The position peaked at $654K in Q4 2013. 491 funds tracked by Wall St. Rank hold DTE as of Q4 2015.

  • Fusion Investment Group reported no remaining DTE Energy position as of Q4 2015 after selling out during the quarter.
  • Fusion Investment Group sold 1,622 DTE Energy shares in Q4 2015, an estimated $111K.
  • Fusion Investment Group first reported a position in DTE Energy in Q4 2013 and held it in 6 quarters.
  • Fusion Investment Group's DTE Energy position peaked at $654K in Q4 2013.
  • 491 funds tracked by Wall St. Rank held DTE Energy as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.