Gideon Capital Advisors’s DTE Energy DTE Stock Holding History

Gideon Capital Advisors’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	-8,437	Closed	-$955K	–	297
2019 Q3	$955K	Sell	8,437 -15,163	-64%	-$1.68M	0.31%	111
2019 Q2	$2.57M	Buy	+23,600	New	+$2.53M	0.89%	21
2019 Q1	–	Sell	-24,140	Closed	-$2.27M	–	411
2018 Q4	$2.27M	Buy	+24,140	New	+$2.36M	0.92%	13
2017 Q3	–	Sell	-6,318	Closed	-$569K	–	300
2017 Q2	$569K	Buy	+6,318	New	+$572K	0.63%	27
2016 Q2	–	Sell	-4,148	Closed	-$320K	–	210
2016 Q1	$320K	Sell	4,148 -2,992	-42%	-$216K	0.4%	96
2015 Q4	$487K	Buy	+7,140	New	+$492K	0.35%	103
2015 Q1	–	Sell	-14,315	Closed	-$1.05M	–	247
2014 Q4	$1.05M	Buy	+14,315	New	+$994K	0.5%	72
2014 Q3	–	Sell	-23,055	Closed	-$1.53M	–	289
2014 Q2	$1.53M	Buy	+23,055	New	+$1.5M	0.55%	61

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gideon Capital Advisors's DTE Position: Q4 2019 in Review

Gideon Capital Advisors sold out of DTE Energy (DTE) in Q4 2019, closing a stake of 8,437 shares — an estimated $955K sold.

Gideon Capital Advisors first reported a position in DTE in Q2 2014 and held it in 8 quarters. The position peaked at $2.57M in Q2 2019. 689 funds tracked by Wall St. Rank hold DTE as of Q4 2019.

Gideon Capital Advisors reported no remaining DTE Energy position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 8,437 DTE Energy shares in Q4 2019, an estimated $955K.
Gideon Capital Advisors first reported a position in DTE Energy in Q2 2014 and held it in 8 quarters.
Gideon Capital Advisors's DTE Energy position peaked at $2.57M in Q2 2019.
689 funds tracked by Wall St. Rank held DTE Energy as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.