MIP
DTE icon

Marietta Investment Partners’s DTE Energy DTE Stock Holding History

Marietta Investment Partners’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
Q1 		– Sell
-3,455
Closed -$382K – 131
2019
Q4 		$382K Sell
3,455
-9,740
-74% -$1.05M 0.12% 116
2019
Q3 		$1.49M Buy
13,195
+716
+6% +$79.1K 0.51% 50
2019
Q2 		$1.36M Buy
+12,479
New +$1.34M 0.45% 59

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Marietta Investment Partners's DTE Position: Q1 2020 in Review

Marietta Investment Partners sold out of DTE Energy (DTE) in Q1 2020, closing a stake of 3,455 shares — an estimated $382K sold.

Marietta Investment Partners first reported a position in DTE in Q2 2019 and held it in 3 quarters. The position peaked at $1.49M in Q3 2019. 620 funds tracked by Wall St. Rank hold DTE as of Q1 2020.

  • Marietta Investment Partners reported no remaining DTE Energy position as of Q1 2020 after selling out during the quarter.
  • Marietta Investment Partners sold 3,455 DTE Energy shares in Q1 2020, an estimated $382K.
  • Marietta Investment Partners first reported a position in DTE Energy in Q2 2019 and held it in 3 quarters.
  • Marietta Investment Partners's DTE Energy position peaked at $1.49M in Q3 2019.
  • 620 funds tracked by Wall St. Rank held DTE Energy as of Q1 2020.

Based on Marietta Investment Partners's 13F filing for Q1 2020, filed 14 May 2020.