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Hoover Financial Advisors’s DTE Energy DTE Stock Holding History

Hoover Financial Advisors’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 		$73K Hold
658
– – 0.01% 235
2021
Q1 		$80K Hold
658
– – 0.02% 214
2020
Q4 		$68K Buy
+658
New +$69.4K 0.02% 211
2020
Q3 		– Sell
-787
Closed -$72K – 270
2020
Q2 		$72K Buy
+787
New +$69.6K 0.03% 159

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hoover Financial Advisors's DTE Position: Q2 2021 in Review

Hoover Financial Advisors held its DTE Energy (DTE) position steady in Q2 2021 at 658 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #235.

Hoover Financial Advisors first reported a position in DTE in Q2 2020 and has held it in 4 quarters since. The position peaked at $80K in Q1 2021. 685 funds tracked by Wall St. Rank hold DTE as of Q2 2021.

  • Hoover Financial Advisors held 658 shares of DTE Energy worth $73K as of Q2 2021.
  • Hoover Financial Advisors left its DTE Energy share count unchanged in Q2 2021.
  • DTE Energy made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #235 holding.
  • Hoover Financial Advisors first reported a position in DTE Energy in Q2 2020 and has held it in 4 quarters since.
  • Hoover Financial Advisors's DTE Energy position peaked at $80K in Q1 2021.
  • 685 funds tracked by Wall St. Rank held DTE Energy as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.