Keystone Financial Group (Kentucky)’s DTE Energy DTE Stock Holding History

Keystone Financial Group (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
2021 Q2	–	Sell	-1,978	Closed	-$224K	–	292
2021 Q1	$224K	Buy	1,978 +9	+0.5%	+$945	0.04%	259
2020 Q4	$204K	Sell	1,969 -652	-25%	-$68.7K	0.04%	251
2020 Q3	$257K	Buy	2,621 +376	+17%	+$36.7K	0.06%	195
2020 Q2	$205K	Buy	+2,245	New	+$199K	0.06%	215
2020 Q1	–	Sell	-2,496	Closed	-$276K	–	217
2019 Q4	$276K	Buy	2,496 +10	+0.4%	+$1.08K	0.07%	193
2019 Q3	$281K	Sell	2,486 -4	-0.2%	-$442	0.09%	180
2019 Q2	$271K	Buy	2,490 +232	+10%	+$24.9K	0.09%	177
2019 Q1	$240K	Buy	+2,258	New	+$228K	0.09%	183

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Keystone Financial Group (Kentucky)'s DTE Position: Q2 2021 in Review

Keystone Financial Group (Kentucky) sold out of DTE Energy (DTE) in Q2 2021, closing a stake of 1,978 shares — an estimated $224K sold.

Keystone Financial Group (Kentucky) first reported a position in DTE in Q1 2019 and held it in 8 quarters. The position peaked at $281K in Q3 2019. 685 funds tracked by Wall St. Rank hold DTE as of Q2 2021.

Keystone Financial Group (Kentucky) reported no remaining DTE Energy position as of Q2 2021 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 1,978 DTE Energy shares in Q2 2021, an estimated $224K.
Keystone Financial Group (Kentucky) first reported a position in DTE Energy in Q1 2019 and held it in 8 quarters.
Keystone Financial Group (Kentucky)'s DTE Energy position peaked at $281K in Q3 2019.
685 funds tracked by Wall St. Rank held DTE Energy as of Q2 2021.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2021, filed 13 Aug 2021.