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Garrett Wealth Advisory Group’s DTE Energy DTE Stock Holding History

Garrett Wealth Advisory 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
2019
Q4 		– Sell
-7
Closed -$798 – 209
2019
Q3 		$798 Buy
+7
New +$774 ﹤0.01% 741

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Garrett Wealth Advisory Group's DTE Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of DTE Energy (DTE) in Q4 2019, closing a stake of 7 shares — an estimated $798 sold.

Garrett Wealth Advisory Group first reported a position in DTE in Q3 2019 and held it in 1 quarter. The position peaked at $798 in Q3 2019. 688 funds tracked by Wall St. Rank hold DTE as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining DTE Energy position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 7 DTE Energy shares in Q4 2019, an estimated $798.
  • Garrett Wealth Advisory Group first reported a position in DTE Energy in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's DTE Energy position peaked at $798 in Q3 2019.
  • 688 funds tracked by Wall St. Rank held DTE Energy as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.