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Independence Bank of Kentucky’s DTE Energy DTE Stock Holding History

Independence Bank of Kentucky’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
-640
Closed -$52K – 347
2020
Q1 		$52K Hold
640
– – 0.04% 186
2019
Q4 		$71K Buy
+640
New +$69K 0.05% 181
2018
Q4 		– Sell
-61
Closed -$6K – 365
2018
Q3 		$6K Buy
+61
New +$5.69K ﹤0.01% 302

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $123B AUM 38.85% 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

Independence Bank of Kentucky's DTE Position: Q2 2020 in Review

Independence Bank of Kentucky sold out of DTE Energy (DTE) in Q2 2020, closing a stake of 640 shares — an estimated $52K sold.

Independence Bank of Kentucky first reported a position in DTE in Q3 2018 and held it in 3 quarters. The position peaked at $71K in Q4 2019. 623 funds tracked by Wall St. Rank hold DTE as of Q2 2020.

  • Independence Bank of Kentucky reported no remaining DTE Energy position as of Q2 2020 after selling out during the quarter.
  • Independence Bank of Kentucky sold 640 DTE Energy shares in Q2 2020, an estimated $52K.
  • Independence Bank of Kentucky first reported a position in DTE Energy in Q3 2018 and held it in 3 quarters.
  • Independence Bank of Kentucky's DTE Energy position peaked at $71K in Q4 2019.
  • 623 funds tracked by Wall St. Rank held DTE Energy as of Q2 2020.

Based on Independence Bank of Kentucky's 13F filing for Q2 2020, filed 8 Jul 2020.