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Horizon Investment Services’s DTE Energy DTE Stock Holding History

Horizon Investment Services’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
Q4 		– Sell
-3,051
Closed -$341K – 122
2021
Q3 		$341K Sell
3,051
-492
-14% -$57.7K 0.17% 89
2021
Q2 		$391K Sell
3,543
-68
-2% -$7.95K 0.19% 82
2021
Q1 		$409K Sell
3,611
-126
-3% -$13.2K 0.22% 80
2020
Q4 		$386K Sell
3,737
-151
-4% -$15.9K 0.24% 76
2020
Q3 		$381K Sell
3,888
-662
-15% -$64.7K 0.25% 73
2020
Q2 		$416K Sell
4,550
-50
-1% -$4.42K 0.29% 69
2020
Q1 		$372K Sell
4,600
-377
-8% -$38.3K 0.33% 67
2019
Q4 		$550K Sell
4,977
-569
-10% -$61.4K 0.36% 66
2019
Q3 		$628K Buy
5,546
+9
+0.2% +$995 0.42% 62
2019
Q2 		$603K Buy
5,537
+24
+0.4% +$2.58K 0.41% 58
2019
Q1 		$585K Sell
5,513
-398
-7% -$40.2K 0.4% 60
2018
Q4 		$555K Sell
5,911
-1,709
-22% -$167K 0.44% 54
2018
Q3 		$708K Sell
7,620
-395
-5% -$36.8K 0.37% 56
2018
Q2 		$707K Sell
8,015
-550
-6% -$47.6K 0.35% 61
2018
Q1 		$761K Buy
8,565
+118
+1% +$10.3K 0.34% 59
2017
Q4 		$787K Buy
8,447
+43
+0.5% +$4.09K 0.33% 60
2017
Q3 		$768K Buy
8,404
+241
+3% +$22.3K 0.33% 61
2017
Q2 		$735K Buy
+8,163
New +$740K 0.33% 61
2015
Q1 		– Sell
-7,724
Closed -$568K – 140
2014
Q4 		$568K Buy
7,724
+202
+3% +$14K 0.27% 61
2014
Q3 		$487K Sell
7,522
-145
-2% -$9.39K 0.25% 58
2014
Q2 		$508K Buy
7,667
+44
+0.6% +$2.85K 0.25% 60
2014
Q1 		$507K Buy
7,623
+605
+9% +$35.6K 0.28% 59
2013
Q4 		$397K Sell
7,018
-280
-4% -$16.1K 0.24% 62
2013
Q3 		$410K Buy
7,298
+902
+14% +$52.3K 0.28% 57
2013
Q2 		$365K Buy
+6,396
New +$377K 0.29% 58

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 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Horizon Investment Services's DTE Position: Q4 2021 in Review

Horizon Investment Services sold out of DTE Energy (DTE) in Q4 2021, closing a stake of 3,051 shares — an estimated $341K sold.

Horizon Investment Services first reported a position in DTE in Q2 2013 and held it in 25 quarters. The position peaked at $787K in Q4 2017. 703 funds tracked by Wall St. Rank hold DTE as of Q4 2021.

  • Horizon Investment Services reported no remaining DTE Energy position as of Q4 2021 after selling out during the quarter.
  • Horizon Investment Services sold 3,051 DTE Energy shares in Q4 2021, an estimated $341K.
  • Horizon Investment Services first reported a position in DTE Energy in Q2 2013 and held it in 25 quarters.
  • Horizon Investment Services's DTE Energy position peaked at $787K in Q4 2017.
  • 703 funds tracked by Wall St. Rank held DTE Energy as of Q4 2021.

Based on Horizon Investment Services's 13F filing for Q4 2021, filed 11 Feb 2022.