GBBWRPM
DTE icon

Genovese Burford & Brothers Wealth & Retirement Plan Management’s DTE Energy DTE Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2020
Q4 		$283K Hold
2,742
– – 0.07% 91
2020
Q3 		$269K Hold
2,742
– – 0.08% 79
2020
Q2 		$251K Hold
2,742
– – 0.07% 70
2020
Q1 		$222K Hold
2,742
– – 0.06% 80
2019
Q4 		$303K Hold
2,742
– – 0.07% 85
2019
Q3 		$310K Sell
2,742
-156
-5% -$17.2K 0.08% 80
2019
Q2 		$315K Hold
2,898
– – 0.08% 73
2019
Q1 		$308K Hold
2,898
– – 0.09% 68
2018
Q4 		$272K Hold
2,898
– – 0.09% 66
2018
Q3 		$269K Hold
2,898
– – 0.09% 70
2018
Q2 		$256K Hold
2,898
– – 0.09% 62
2018
Q1 		$257K Buy
+2,898
New +$254K 0.09% 61
2017
Q4 		– Sell
-2,898
Closed -$264K – 300
2017
Q3 		$264K Hold
2,898
– – 0.11% 47
2017
Q2 		$260K Hold
2,898
– – 0.1% 45
2017
Q1 		$252K Hold
2,898
– – 0.1% 47
2016
Q4 		$243K Hold
2,898
– – 0.07% 56
2016
Q3 		$230K Hold
2,898
– – 0.09% 52
2016
Q2 		$244K Hold
2,898
– – 0.1% 48
2016
Q1 		$223K Buy
2,898
+548
+23% +$39.6K 0.11% 46
2015
Q4 		$160K Buy
+2,350
New +$162K 0.08% 59

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's DTE Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management held its DTE Energy (DTE) position steady in Q4 2020 at 2,742 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #91.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in DTE in Q4 2015 and has held it in 20 quarters since. The position peaked at $315K in Q2 2019. 677 funds tracked by Wall St. Rank hold DTE as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 2,742 shares of DTE Energy worth $283K as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management left its DTE Energy share count unchanged in Q4 2020.
  • DTE Energy made up 0.07% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #91 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in DTE Energy in Q4 2015 and has held it in 20 quarters since.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's DTE Energy position peaked at $315K in Q2 2019.
  • 677 funds tracked by Wall St. Rank held DTE Energy as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.