Hillsdale Investment Management’s DTE Energy DTE Stock Holding History

Hillsdale Investment 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
2021 Q1	–	Sell	-12	Closed	-$1K	–	573
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	576
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	564
2020 Q2	$1K	Sell	12 -12	-50%	-$1.06K	﹤0.01%	549
2020 Q1	$2K	Sell	24 -17	-41%	-$1.73K	﹤0.01%	557
2019 Q4	$5K	Hold	41	–	–	﹤0.01%	529
2019 Q3	$5K	Hold	41	–	–	﹤0.01%	554
2019 Q2	$4K	Hold	41	–	–	﹤0.01%	547
2019 Q1	$4K	Buy	41 +6	+17%	+$606	﹤0.01%	542
2018 Q4	$3K	Sell	35 -18	-34%	-$1.76K	﹤0.01%	525
2018 Q3	$5K	Sell	53 -12	-18%	-$1.12K	﹤0.01%	394
2018 Q2	$6K	Buy	65 +6	+10%	+$520	﹤0.01%	400
2018 Q1	$5K	Sell	59 -12	-17%	-$1.05K	﹤0.01%	385
2017 Q4	$7K	Hold	71	–	–	﹤0.01%	379
2017 Q3	$6K	Buy	71 +24	+51%	+$2.22K	﹤0.01%	384
2017 Q2	$4K	Buy	47 +18	+62%	+$1.63K	﹤0.01%	392
2017 Q1	$3K	Hold	29	–	–	﹤0.01%	414
2016 Q4	$2K	Sell	29 -24	-45%	-$1.93K	﹤0.01%	444
2016 Q3	$4K	Buy	53 +6	+13%	+$489	﹤0.01%	422
2016 Q2	$4K	Buy	47 +6	+15%	+$464	﹤0.01%	434
2016 Q1	$3K	Buy	41 +6	+17%	+$433	﹤0.01%	424
2015 Q4	$2K	Sell	35 -1,845	-98%	-$127K	﹤0.01%	453
2015 Q3	$129K	Hold	1,880	–	–	0.04%	373
2015 Q2	$119K	Buy	1,880 +235	+14%	+$15.7K	0.04%	393
2015 Q1	$113K	Sell	1,645 -118	-7%	-$8.47K	0.03%	387
2014 Q4	$130K	Sell	1,763 -587	-25%	-$40.8K	0.03%	364
2014 Q3	$152K	Sell	2,350 -705	-23%	-$45.7K	0.05%	343
2014 Q2	$202K	Sell	3,055 -353	-10%	-$22.9K	0.05%	322
2014 Q1	$215K	Sell	3,408 -117	-3%	-$6.89K	0.06%	302
2013 Q4	$199K	Sell	3,525 -118	-3%	-$6.76K	0.06%	307
2013 Q3	$205K	Sell	3,643 -1,410	-28%	-$81.7K	0.06%	279
2013 Q2	$288K	Buy	+5,053	New	+$298K	0.09%	188

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Hillsdale Investment Management's DTE Position: Q1 2021 in Review

Hillsdale Investment Management sold out of DTE Energy (DTE) in Q1 2021, closing a stake of 12 shares — an estimated $1K sold.

Hillsdale Investment Management first reported a position in DTE in Q2 2013 and held it in 31 quarters. The position peaked at $288K in Q2 2013. 673 funds tracked by Wall St. Rank hold DTE as of Q1 2021.

Hillsdale Investment Management reported no remaining DTE Energy position as of Q1 2021 after selling out during the quarter.
Hillsdale Investment Management sold 12 DTE Energy shares in Q1 2021, an estimated $1K.
Hillsdale Investment Management first reported a position in DTE Energy in Q2 2013 and held it in 31 quarters.
Hillsdale Investment Management's DTE Energy position peaked at $288K in Q2 2013.
673 funds tracked by Wall St. Rank held DTE Energy as of Q1 2021.

Based on Hillsdale Investment Management's 13F filing for Q1 2021, filed 22 Apr 2021.