Hoertkorn Richard Charles’s DTE Energy DTE Stock Holding History

Hoertkorn Richard Charles’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 Q2	–	Sell	-1,645	Closed	-$186K	–	80
2021 Q1	$186K	Sell	1,645 -118	-7%	-$12.4K	0.09%	45
2020 Q4	$182K	Hold	1,763	–	–	0.1%	46
2020 Q3	$173K	Hold	1,763	–	–	0.11%	45
2020 Q2	$161K	Hold	1,763	–	–	0.11%	45
2020 Q1	$142K	Hold	1,763	–	–	0.12%	45
2019 Q4	$195K	Hold	1,763	–	–	0.12%	46
2019 Q3	$199K	Hold	1,763	–	–	0.13%	44
2019 Q2	$192K	Hold	1,763	–	–	0.13%	44
2019 Q1	$187K	Hold	1,763	–	–	0.12%	43
2018 Q4	$165K	Hold	1,763	–	–	0.12%	44
2018 Q3	$164K	Hold	1,763	–	–	0.1%	50
2018 Q2	$156K	Hold	1,763	–	–	0.1%	49
2018 Q1	$157K	Hold	1,763	–	–	0.1%	49
2017 Q4	$164K	Hold	1,763	–	–	0.1%	47
2017 Q3	$161K	Hold	1,763	–	–	0.1%	46
2017 Q2	$159K	Hold	1,763	–	–	0.11%	47
2017 Q1	$153K	Hold	1,763	–	–	0.1%	48
2016 Q4	$148K	Hold	1,763	–	–	0.1%	49
2016 Q3	$141K	Hold	1,763	–	–	0.11%	48
2016 Q2	$149K	Hold	1,763	–	–	0.12%	48
2016 Q1	$136K	Hold	1,763	–	–	0.11%	51
2015 Q4	$120K	Hold	1,763	–	–	0.09%	54
2015 Q3	$121K	Hold	1,763	–	–	0.1%	53
2015 Q2	$112K	Hold	1,763	–	–	0.08%	54
2015 Q1	$121K	Hold	1,763	–	–	0.09%	52
2014 Q4	$130K	Hold	1,763	–	–	0.09%	52
2014 Q3	$114K	Hold	1,763	–	–	0.08%	49
2014 Q2	$117K	Hold	1,763	–	–	0.09%	49
2014 Q1	$111K	Hold	1,763	–	–	0.09%	50
2013 Q4	$100K	Buy	+1,763	New	+$101K	0.08%	51

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Hoertkorn Richard Charles's DTE Position: Q2 2021 in Review

Hoertkorn Richard Charles sold out of DTE Energy (DTE) in Q2 2021, closing a stake of 1,645 shares — an estimated $186K sold.

Hoertkorn Richard Charles first reported a position in DTE in Q4 2013 and held it in 30 quarters. The position peaked at $199K in Q3 2019. 685 funds tracked by Wall St. Rank hold DTE as of Q2 2021.

Hoertkorn Richard Charles reported no remaining DTE Energy position as of Q2 2021 after selling out during the quarter.
Hoertkorn Richard Charles sold 1,645 DTE Energy shares in Q2 2021, an estimated $186K.
Hoertkorn Richard Charles first reported a position in DTE Energy in Q4 2013 and held it in 30 quarters.
Hoertkorn Richard Charles's DTE Energy position peaked at $199K in Q3 2019.
685 funds tracked by Wall St. Rank held DTE Energy as of Q2 2021.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2021, filed 12 Jul 2021.