KPCM
DTE icon

Kings Point Capital Management’s DTE Energy DTE Stock Holding History

Kings Point Capital Management’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
Q3 		– Sell
-1,234
Closed -$113K – 481
2020
Q2 		$113K Sell
1,234
-235
-16% -$20.8K 0.02% 204
2020
Q1 		$119K Sell
1,469
-705
-32% -$71.5K 0.02% 195
2019
Q4 		$240K Hold
2,174
– – 0.04% 161
2019
Q3 		$246K Buy
+2,174
New +$240K 0.04% 158

Other funds holding DTE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Kings Point Capital Management's DTE Position: Q3 2020 in Review

Kings Point Capital Management sold out of DTE Energy (DTE) in Q3 2020, closing a stake of 1,234 shares — an estimated $113K sold.

Kings Point Capital Management first reported a position in DTE in Q3 2019 and held it in 4 quarters. The position peaked at $246K in Q3 2019. 620 funds tracked by Wall St. Rank hold DTE as of Q3 2020.

  • Kings Point Capital Management reported no remaining DTE Energy position as of Q3 2020 after selling out during the quarter.
  • Kings Point Capital Management sold 1,234 DTE Energy shares in Q3 2020, an estimated $113K.
  • Kings Point Capital Management first reported a position in DTE Energy in Q3 2019 and held it in 4 quarters.
  • Kings Point Capital Management's DTE Energy position peaked at $246K in Q3 2019.
  • 620 funds tracked by Wall St. Rank held DTE Energy as of Q3 2020.

Based on Kings Point Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.