LifePlan Financial Group’s DTE Energy DTE Stock Holding History

LifePlan Financial Group’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	$561K	Hold	5,727	–	–	0.24%	73
2020 Q2	$524K	Hold	5,727	–	–	0.24%	72
2020 Q1	$463K	Buy	5,727 +220	+4%	+$22.3K	0.25%	69
2019 Q4	$609K	Hold	5,507	–	–	0.27%	67
2019 Q3	$623K	Hold	5,507	–	–	0.29%	64
2019 Q2	$599K	Hold	5,507	–	–	0.29%	63
2019 Q1	$585K	Hold	5,507	–	–	0.31%	59
2018 Q4	$517K	Hold	5,507	–	–	0.32%	56
2018 Q3	$511K	Hold	5,507	–	–	0.28%	61
2018 Q2	$486K	Hold	5,507	–	–	0.27%	61
2018 Q1	$489K	Hold	5,507	–	–	0.29%	59
2017 Q4	$503K	Hold	5,507	–	–	0.32%	59
2017 Q3	$503K	Sell	5,507 -359	-6%	-$33.3K	0.32%	59
2017 Q2	$528K	Hold	5,866	–	–	0.36%	58
2017 Q1	$510K	Buy	5,866 +606	+12%	+$51.3K	0.35%	60
2016 Q4	$441K	Hold	5,260	–	–	0.31%	72
2016 Q3	$419K	Hold	5,260	–	–	0.29%	64
2016 Q2	$444K	Hold	5,260	–	–	0.31%	59
2016 Q1	$406K	Hold	5,260	–	–	0.29%	57
2015 Q4	$359K	Hold	5,260	–	–	0.26%	63
2015 Q3	$360K	Hold	5,260	–	–	0.26%	63
2015 Q2	$334K	Buy	5,260 +622	+13%	+$41.6K	0.22%	74
2015 Q1	$318K	Hold	4,638	–	–	0.21%	55
2014 Q4	$341K	Buy	4,638 +778	+20%	+$54K	0.23%	51
2014 Q3	$250K	Buy	+3,860	New	+$250K	0.21%	56
2014 Q2	–	Sell	-2,779	Closed	-$176K	–	101
2014 Q1	$176K	Hold	2,779	–	–	0.14%	68
2013 Q4	$157K	Buy	2,779 +1,645	+145%	+$94.3K	0.11%	70
2013 Q3	$64K	Buy	1,134 +1,110	+4,625%	+$64.3K	0.05%	98
2013 Q2	$1K	Buy	+24	New	+$1.41K	﹤0.01%	184

Other funds holding DTE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LifePlan Financial Group's DTE Position: Q3 2020 in Review

LifePlan Financial Group held its DTE Energy (DTE) position steady in Q3 2020 at 5,727 shares worth $561K. The position accounts for 0.24% of the portfolio, ranked #73.

LifePlan Financial Group first reported a position in DTE in Q2 2013 and has held it in 29 quarters since. The position peaked at $623K in Q3 2019. 620 funds tracked by Wall St. Rank hold DTE as of Q3 2020.

LifePlan Financial Group held 5,727 shares of DTE Energy worth $561K as of Q3 2020.
LifePlan Financial Group left its DTE Energy share count unchanged in Q3 2020.
DTE Energy made up 0.24% of LifePlan Financial Group's portfolio in Q3 2020, its #73 holding.
LifePlan Financial Group first reported a position in DTE Energy in Q2 2013 and has held it in 29 quarters since.
LifePlan Financial Group's DTE Energy position peaked at $623K in Q3 2019.
620 funds tracked by Wall St. Rank held DTE Energy as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.