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Ladenburg Thalmann Financial Services’s DTE Energy DTE Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$2.92M Buy
26,579
+546
+2% +$58.9K 0.02% 702
2019
Q3 		$2.94M Buy
26,033
+117
+0.5% +$12.9K 0.02% 662
2019
Q2 		$2.82M Buy
25,916
+554
+2% +$59.5K 0.02% 666
2019
Q1 		$2.69M Sell
25,362
-615
-2% -$62.1K 0.02% 651
2018
Q4 		$2.44M Buy
25,977
+3,475
+15% +$339K 0.02% 591
2018
Q3 		$2.09M Sell
22,502
-5,136
-19% -$479K 0.02% 707
2018
Q2 		$2.46M Hold
27,638
– – 0.02% 614
2018
Q1 		$2.46M Buy
27,638
+6,379
+30% +$559K 0.02% 614
2017
Q4 		$1.98M Buy
21,259
+5,281
+33% +$502K 0.02% 693
2017
Q3 		$1.46M Buy
15,978
+5,828
+57% +$540K 0.02% 781
2017
Q2 		$918K Buy
10,150
+520
+5% +$47.1K 0.01% 995
2017
Q1 		$833K Buy
9,630
+1,400
+17% +$119K 0.01% 991
2016
Q4 		$681K Sell
8,230
-125
-1% -$10K 0.01% 1075
2016
Q3 		$664K Sell
8,355
-1,247
-13% -$102K 0.01% 1027
2016
Q2 		$802K Buy
9,602
+202
+2% +$15.6K 0.01% 860
2016
Q1 		$720K Sell
9,400
-4,672
-33% -$338K 0.01% 845
2015
Q4 		$959K Buy
14,072
+772
+6% +$53.2K 0.02% 714
2015
Q3 		$907K Buy
13,300
+4,516
+51% +$302K 0.02% 686
2015
Q2 		$563K Buy
8,784
+125
+1% +$8.36K 0.01% 996
2015
Q1 		$598K Sell
8,659
-841
-9% -$60.4K 0.01% 941
2014
Q4 		$692K Buy
9,500
+552
+6% +$38.3K 0.02% 765
2014
Q3 		$581K Buy
8,948
+1,415
+19% +$91.6K 0.02% 724
2014
Q2 		$498K Buy
7,533
+36
+0.5% +$2.34K 0.01% 783
2014
Q1 		$471K Sell
7,497
-164
-2% -$9.66K 0.01% 746
2013
Q4 		$433K Buy
7,661
+242
+3% +$13.9K 0.01% 743
2013
Q3 		$419K Sell
7,419
-5,011
-40% -$290K 0.01% 722
2013
Q2 		$711K Buy
+12,430
New +$732K 0.03% 503

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ladenburg Thalmann Financial Services's DTE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its DTE Energy (DTE) stake by 2.1% in Q4 2019, buying an estimated $58.9K and bringing the position to 26,579 shares worth $2.92M. The position accounts for 0.02% of the portfolio, ranked #702.

Ladenburg Thalmann Financial Services first reported a position in DTE in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.94M in Q3 2019. 688 funds tracked by Wall St. Rank hold DTE as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 26,579 shares of DTE Energy worth $2.92M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 546 DTE Energy shares in Q4 2019, an estimated $58.9K.
  • DTE Energy made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #702 holding.
  • Ladenburg Thalmann Financial Services first reported a position in DTE Energy in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's DTE Energy position peaked at $2.94M in Q3 2019.
  • 688 funds tracked by Wall St. Rank held DTE Energy as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.