LeJeune Puetz Investment Counsel’s DTE Energy DTE Stock Holding History

LeJeune Puetz Investment Counsel’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 Q3	–	Sell	-1,002	Closed	-$109K	–	179
2019 Q2	$109K	Sell	1,002 -235	-19%	-$25.2K	0.06%	171
2019 Q1	$131K	Hold	1,237	–	–	0.07%	154
2018 Q4	$116K	Hold	1,237	–	–	0.07%	159
2018 Q3	$115K	Hold	1,237	–	–	0.07%	156
2018 Q2	$109K	Hold	1,237	–	–	0.07%	158
2018 Q1	$110K	Hold	1,237	–	–	0.07%	141
2017 Q4	$115K	Hold	1,237	–	–	0.07%	142
2017 Q3	$113K	Sell	1,237 -181	-13%	-$16.8K	0.07%	142
2017 Q2	$128K	Hold	1,418	–	–	0.09%	138
2017 Q1	$123K	Hold	1,418	–	–	0.09%	138
2016 Q4	$119K	Buy	+1,418	New	+$114K	0.09%	136

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LeJeune Puetz Investment Counsel's DTE Position: Q3 2019 in Review

LeJeune Puetz Investment Counsel sold out of DTE Energy (DTE) in Q3 2019, closing a stake of 1,002 shares — an estimated $109K sold.

LeJeune Puetz Investment Counsel first reported a position in DTE in Q4 2016 and held it in 11 quarters. The position peaked at $131K in Q1 2019. 648 funds tracked by Wall St. Rank hold DTE as of Q3 2019.

LeJeune Puetz Investment Counsel reported no remaining DTE Energy position as of Q3 2019 after selling out during the quarter.
LeJeune Puetz Investment Counsel sold 1,002 DTE Energy shares in Q3 2019, an estimated $109K.
LeJeune Puetz Investment Counsel first reported a position in DTE Energy in Q4 2016 and held it in 11 quarters.
LeJeune Puetz Investment Counsel's DTE Energy position peaked at $131K in Q1 2019.
648 funds tracked by Wall St. Rank held DTE Energy as of Q3 2019.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q3 2019, filed 23 Oct 2019.