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Legacy Financial Advisors’s DTE Energy DTE Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-207
Closed -$22K – 327
2019
Q1 		$22K Buy
207
+35
+20% +$3.54K 0.01% 430
2018
Q4 		$16K Buy
+172
New +$16.8K 0.01% 452

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Financial Advisors's DTE Position: Q2 2019 in Review

Legacy Financial Advisors sold out of DTE Energy (DTE) in Q2 2019, closing a stake of 207 shares — an estimated $22K sold.

Legacy Financial Advisors first reported a position in DTE in Q4 2018 and held it in 2 quarters. The position peaked at $22K in Q1 2019. 650 funds tracked by Wall St. Rank hold DTE as of Q2 2019.

  • Legacy Financial Advisors reported no remaining DTE Energy position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 207 DTE Energy shares in Q2 2019, an estimated $22K.
  • Legacy Financial Advisors first reported a position in DTE Energy in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's DTE Energy position peaked at $22K in Q1 2019.
  • 650 funds tracked by Wall St. Rank held DTE Energy as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.