KPCM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,234
Closed -$113K – 481
2020
Q2 		$113K Sell
1,234
-235
-16% -$21.5K 0.02% 204
2020
Q1 		$119K Sell
1,469
-705
-32% -$57.1K 0.02% 193
2019
Q4 		$240K Hold
2,174
– – 0.04% 160
2019
Q3 		$246K Buy
+2,174
New +$246K 0.04% 155