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Harvest Group Wealth Management’s DTE Energy DTE Stock Holding History

Harvest Group Wealth 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
Q2 		– Sell
-49
Closed -$3K – 565
2020
Q1 		$3K Hold
49
– – ﹤0.01% 284
2019
Q4 		$5K Sell
49
-1,275
-96% -$138K ﹤0.01% 363
2019
Q3 		$150K Buy
1,324
+49
+4% +$5.42K 0.18% 38
2019
Q2 		$138K Hold
1,275
– – 0.18% 35
2019
Q1 		$135K Buy
+1,275
New +$129K 0.12% 49

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Group Wealth Management's DTE Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of DTE Energy (DTE) in Q2 2020, closing a stake of 49 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in DTE in Q1 2019 and held it in 5 quarters. The position peaked at $150K in Q3 2019. 622 funds tracked by Wall St. Rank hold DTE as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining DTE Energy position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 49 DTE Energy shares in Q2 2020, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in DTE Energy in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's DTE Energy position peaked at $150K in Q3 2019.
  • 622 funds tracked by Wall St. Rank held DTE Energy as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.