LNZ Capital’s DTE Energy DTE Stock Holding History

LNZ Capital’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
2021 Q1	–	Sell	-200,925	Closed	-$20.8M	–	21
2020 Q4	$20.8M	Buy	+200,925	New	+$21.2M	14.31%	3
2020 Q1	–	Sell	-62,447	Closed	-$6.9M	–	13
2019 Q4	$6.9M	Sell	62,447 -36,841	-37%	-$3.97M	3.19%	11
2019 Q3	$11.2M	Buy	+99,288	New	+$11M	9.46%	4
2019 Q2	–	Sell	-2,350	Closed	-$249K	–	12
2019 Q1	$249K	Buy	+2,350	New	+$237K	0.15%	12
2018 Q3	–	Sell	-24,088	Closed	-$2.12M	–	18
2018 Q2	$2.12M	Buy	+24,088	New	+$2.09M	1.99%	12
2017 Q2	–	Sell	-129,250	Closed	-$11.2M	–	25
2017 Q1	$11.2M	Buy	+129,250	New	+$10.9M	1.47%	22
2016 Q2	–	Sell	-262,252	Closed	-$20.2M	–	23
2016 Q1	$20.2M	Buy	+262,252	New	+$18.9M	3.06%	8

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

LNZ Capital's DTE Position: Q1 2021 in Review

LNZ Capital sold out of DTE Energy (DTE) in Q1 2021, closing a stake of 200,925 shares — an estimated $20.8M sold.

LNZ Capital first reported a position in DTE in Q1 2016 and held it in 7 quarters. The position peaked at $20.8M in Q4 2020. 672 funds tracked by Wall St. Rank hold DTE as of Q1 2021.

LNZ Capital reported no remaining DTE Energy position as of Q1 2021 after selling out during the quarter.
LNZ Capital sold 200,925 DTE Energy shares in Q1 2021, an estimated $20.8M.
LNZ Capital first reported a position in DTE Energy in Q1 2016 and held it in 7 quarters.
LNZ Capital's DTE Energy position peaked at $20.8M in Q4 2020.
672 funds tracked by Wall St. Rank held DTE Energy as of Q1 2021.

Based on LNZ Capital's 13F filing for Q1 2021, filed 17 May 2021.