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MD Financial Management’s DTE Energy DTE Stock Holding History

MD Financial Management’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
Q4 		$2.27M Buy
18,982
+1,738
+10% +$199K 0.05% 185
2021
Q3 		$1.93M Buy
17,244
+335
+2% +$39.3K 0.05% 195
2021
Q2 		$1.86M Buy
+16,909
New +$1.98M 0.05% 207

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MD Financial Management's DTE Position: Q4 2021 in Review

MD Financial Management increased its DTE Energy (DTE) stake by 10% in Q4 2021, buying an estimated $199K and bringing the position to 18,982 shares worth $2.27M. The position accounts for 0.05% of the portfolio, ranked #185.

MD Financial Management first reported a position in DTE in Q2 2021 and has held it in 3 quarters since. 704 funds tracked by Wall St. Rank hold DTE as of Q4 2021.

  • MD Financial Management held 18,982 shares of DTE Energy worth $2.27M as of Q4 2021.
  • MD Financial Management bought 1,738 DTE Energy shares in Q4 2021, an estimated $199K.
  • DTE Energy made up 0.05% of MD Financial Management's portfolio in Q4 2021, its #185 holding.
  • MD Financial Management first reported a position in DTE Energy in Q2 2021 and has held it in 3 quarters since.
  • 704 funds tracked by Wall St. Rank held DTE Energy as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.