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Investment Partners’s DTE Energy DTE Stock Holding History

Investment 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
Q2 		– Sell
-2,782
Closed -$225K – 146
2020
Q1 		$225K Buy
2,782
+2
+0.1% +$203 0.16% 108
2019
Q4 		$307K Buy
2,780
+2
+0.1% +$216 0.21% 106
2019
Q3 		$314K Buy
2,778
+3
+0.1% +$332 0.23% 95
2019
Q2 		$302K Buy
2,775
+61
+2% +$6.55K 0.22% 100
2019
Q1 		$288K Buy
2,714
+238
+10% +$24K 0.21% 102
2018
Q4 		$232K Buy
+2,476
New +$242K 0.2% 112
2018
Q3 		– Sell
-2,355
Closed -$208K – 139
2018
Q2 		$208K Sell
2,355
-275
-10% -$23.8K 0.15% 142
2018
Q1 		$234K Sell
2,630
-156
-6% -$13.7K 0.17% 132
2017
Q4 		$260K Buy
2,786
+1
+0% +$95 0.19% 119
2017
Q3 		$254K Buy
+2,785
New +$258K 0.22% 100

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $107B AUM 24.58% 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

Investment Partners's DTE Position: Q2 2020 in Review

Investment Partners sold out of DTE Energy (DTE) in Q2 2020, closing a stake of 2,782 shares — an estimated $225K sold.

Investment Partners first reported a position in DTE in Q3 2017 and held it in 10 quarters. The position peaked at $314K in Q3 2019. 622 funds tracked by Wall St. Rank hold DTE as of Q2 2020.

  • Investment Partners reported no remaining DTE Energy position as of Q2 2020 after selling out during the quarter.
  • Investment Partners sold 2,782 DTE Energy shares in Q2 2020, an estimated $225K.
  • Investment Partners first reported a position in DTE Energy in Q3 2017 and held it in 10 quarters.
  • Investment Partners's DTE Energy position peaked at $314K in Q3 2019.
  • 622 funds tracked by Wall St. Rank held DTE Energy as of Q2 2020.

Based on Investment Partners's 13F filing for Q2 2020, filed 6 Aug 2020.