Kaizen Advisory’s DTE Energy DTE Stock Holding History

Kaizen Advisory’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
2018 Q4	$53K	Buy	565 +127	+29%	+$12.4K	0.04%	316
2018 Q3	$41K	Hold	438	–	–	0.02%	377
2018 Q2	$39K	Buy	438 +235	+116%	+$20.4K	0.02%	378
2018 Q1	$18K	Hold	203	–	–	0.02%	352
2017 Q4	$19K	Buy	+203	New	+$19.3K	0.01%	338

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kaizen Advisory's DTE Position: Q4 2018 in Review

Kaizen Advisory increased its DTE Energy (DTE) stake by 29% in Q4 2018, buying an estimated $12.4K and bringing the position to 565 shares worth $53K. The position accounts for 0.04% of the portfolio, ranked #316.

Kaizen Advisory first reported a position in DTE in Q4 2017 and has held it in 5 quarters since. 659 funds tracked by Wall St. Rank hold DTE as of Q4 2018.

Kaizen Advisory held 565 shares of DTE Energy worth $53K as of Q4 2018.
Kaizen Advisory bought 127 DTE Energy shares in Q4 2018, an estimated $12.4K.
DTE Energy made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #316 holding.
Kaizen Advisory first reported a position in DTE Energy in Q4 2017 and has held it in 5 quarters since.
659 funds tracked by Wall St. Rank held DTE Energy as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.