Global Financial Private Capital’s DTE Energy DTE Stock Holding History

Global Financial Private Capital’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 Q2	–	Sell	-1,472	Closed	-$121K	–	393
2020 Q1	$121K	Sell	1,472 -165	-10%	-$16.7K	0.01%	242
2019 Q4	$182K	Buy	1,637 +154	+10%	+$16.6K	0.01%	251
2019 Q3	$169K	Sell	1,483 -56	-4%	-$6.19K	0.01%	252
2019 Q2	$169K	Sell	1,539 -637	-29%	-$68.4K	0.01%	271
2019 Q1	$233K	Sell	2,176 -227	-9%	-$22.9K	0.01%	343
2018 Q4	$227K	Buy	+2,403	New	+$235K	0.01%	312
2017 Q4	–	Sell	-2,411	Closed	-$220K	–	537
2017 Q3	$220K	Buy	+2,411	New	+$223K	0.01%	443

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Global Financial Private Capital's DTE Position: Q2 2020 in Review

Global Financial Private Capital sold out of DTE Energy (DTE) in Q2 2020, closing a stake of 1,472 shares — an estimated $121K sold.

Global Financial Private Capital first reported a position in DTE in Q3 2017 and held it in 7 quarters. The position peaked at $233K in Q1 2019. 623 funds tracked by Wall St. Rank hold DTE as of Q2 2020.

Global Financial Private Capital reported no remaining DTE Energy position as of Q2 2020 after selling out during the quarter.
Global Financial Private Capital sold 1,472 DTE Energy shares in Q2 2020, an estimated $121K.
Global Financial Private Capital first reported a position in DTE Energy in Q3 2017 and held it in 7 quarters.
Global Financial Private Capital's DTE Energy position peaked at $233K in Q1 2019.
623 funds tracked by Wall St. Rank held DTE Energy as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.