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Members Capital Advisors Inc’s DTE Energy DTE Stock Holding History

Members Capital Advisors Inc’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
-18,295
Closed -$1.89M – 54
2020
Q4 		$1.89M Hold
18,295
– – 1.6% 18
2020
Q3 		$1.79M Buy
+18,295
New +$1.79M 1.68% 22

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Members Capital Advisors Inc's DTE Position: Q1 2021 in Review

Members Capital Advisors Inc sold out of DTE Energy (DTE) in Q1 2021, closing a stake of 18,295 shares — an estimated $1.89M sold.

Members Capital Advisors Inc first reported a position in DTE in Q3 2020 and held it in 2 quarters. The position peaked at $1.89M in Q4 2020. 672 funds tracked by Wall St. Rank hold DTE as of Q1 2021.

  • Members Capital Advisors Inc reported no remaining DTE Energy position as of Q1 2021 after selling out during the quarter.
  • Members Capital Advisors Inc sold 18,295 DTE Energy shares in Q1 2021, an estimated $1.89M.
  • Members Capital Advisors Inc first reported a position in DTE Energy in Q3 2020 and held it in 2 quarters.
  • Members Capital Advisors Inc's DTE Energy position peaked at $1.89M in Q4 2020.
  • 672 funds tracked by Wall St. Rank held DTE Energy as of Q1 2021.

Based on Members Capital Advisors Inc's 13F filing for Q1 2021, filed 21 Apr 2021.