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Greystone Financial Group’s DTE Energy DTE Stock Holding History

Greystone Financial 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
2021
Q4 		– Sell
-7,927
Closed -$886K – 86
2021
Q3 		$886K Sell
7,927
-1,413
-15% -$166K 0.26% 65
2021
Q2 		$1.03M Buy
9,340
+1,143
+14% +$134K 0.26% 70
2021
Q1 		$992K Buy
8,197
+362
+5% +$38K 0.25% 66
2020
Q4 		$807K Buy
+7,835
New +$826K 0.22% 63

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Greystone Financial Group's DTE Position: Q4 2021 in Review

Greystone Financial Group sold out of DTE Energy (DTE) in Q4 2021, closing a stake of 7,927 shares — an estimated $886K sold.

Greystone Financial Group first reported a position in DTE in Q4 2020 and held it in 4 quarters. The position peaked at $1.03M in Q2 2021. 703 funds tracked by Wall St. Rank hold DTE as of Q4 2021.

  • Greystone Financial Group reported no remaining DTE Energy position as of Q4 2021 after selling out during the quarter.
  • Greystone Financial Group sold 7,927 DTE Energy shares in Q4 2021, an estimated $886K.
  • Greystone Financial Group first reported a position in DTE Energy in Q4 2020 and held it in 4 quarters.
  • Greystone Financial Group's DTE Energy position peaked at $1.03M in Q2 2021.
  • 703 funds tracked by Wall St. Rank held DTE Energy as of Q4 2021.

Based on Greystone Financial Group's 13F filing for Q4 2021, filed 1 Feb 2022.