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Indie Asset Partners’s DTE Energy DTE Stock Holding History

Indie Asset Partners’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
Q4 		– Sell
-2,366
Closed -$232K – 110
2020
Q3 		$232K Hold
2,366
– – 0.29% 81
2020
Q2 		$242K Buy
+2,366
New +$209K 0.3% 75
2020
Q1 		– Sell
-2,348
Closed -$260K – 89
2019
Q4 		$260K Buy
+2,348
New +$253K 0.28% 70

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Indie Asset Partners's DTE Position: Q4 2020 in Review

Indie Asset Partners sold out of DTE Energy (DTE) in Q4 2020, closing a stake of 2,366 shares — an estimated $232K sold.

Indie Asset Partners first reported a position in DTE in Q4 2019 and held it in 3 quarters. The position peaked at $260K in Q4 2019. 676 funds tracked by Wall St. Rank hold DTE as of Q4 2020.

  • Indie Asset Partners reported no remaining DTE Energy position as of Q4 2020 after selling out during the quarter.
  • Indie Asset Partners sold 2,366 DTE Energy shares in Q4 2020, an estimated $232K.
  • Indie Asset Partners first reported a position in DTE Energy in Q4 2019 and held it in 3 quarters.
  • Indie Asset Partners's DTE Energy position peaked at $260K in Q4 2019.
  • 676 funds tracked by Wall St. Rank held DTE Energy as of Q4 2020.

Based on Indie Asset Partners's 13F filing for Q4 2020, filed 9 Feb 2021.