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GW Henssler & Associates’s DTE Energy DTE Stock Holding History

GW Henssler & Associates’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
2018
Q2 		– Sell
-6,016
Closed -$535K – 130
2018
Q1 		$535K Hold
6,016
– – 0.05% 100
2017
Q4 		$560K Sell
6,016
-603
-9% -$57.3K 0.05% 105
2017
Q3 		$605K Hold
6,619
– – 0.06% 101
2017
Q2 		$596K Hold
6,619
– – 0.06% 104
2017
Q1 		$575K Sell
6,619
-3,367
-34% -$285K 0.06% 105
2016
Q4 		$837K Sell
9,986
-2
-0% -$161 0.09% 99
2016
Q3 		$796K Buy
9,988
+4,935
+98% +$402K 0.09% 99
2016
Q2 		$426K Buy
+5,053
New +$391K 0.05% 111

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

GW Henssler & Associates's DTE Position: Q2 2018 in Review

GW Henssler & Associates sold out of DTE Energy (DTE) in Q2 2018, closing a stake of 6,016 shares — an estimated $535K sold.

GW Henssler & Associates first reported a position in DTE in Q2 2016 and held it in 8 quarters. The position peaked at $837K in Q4 2016. 598 funds tracked by Wall St. Rank hold DTE as of Q2 2018.

  • GW Henssler & Associates reported no remaining DTE Energy position as of Q2 2018 after selling out during the quarter.
  • GW Henssler & Associates sold 6,016 DTE Energy shares in Q2 2018, an estimated $535K.
  • GW Henssler & Associates first reported a position in DTE Energy in Q2 2016 and held it in 8 quarters.
  • GW Henssler & Associates's DTE Energy position peaked at $837K in Q4 2016.
  • 598 funds tracked by Wall St. Rank held DTE Energy as of Q2 2018.

Based on GW Henssler & Associates's 13F filing for Q2 2018, filed 6 Aug 2018.