Meridian Wealth Partners’s DTE Energy DTE Stock Holding History

Meridian Wealth 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
2021 Q2	–	Sell	-56	Closed	-$7K	–	415
2021 Q1	$7K	Buy	+56	New	+$5.88K	﹤0.01%	559

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Meridian Wealth Partners's DTE Position: Q2 2021 in Review

Meridian Wealth Partners sold out of DTE Energy (DTE) in Q2 2021, closing a stake of 56 shares — an estimated $7K sold.

Meridian Wealth Partners first reported a position in DTE in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 685 funds tracked by Wall St. Rank hold DTE as of Q2 2021.

Meridian Wealth Partners reported no remaining DTE Energy position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 56 DTE Energy shares in Q2 2021, an estimated $7K.
Meridian Wealth Partners first reported a position in DTE Energy in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's DTE Energy position peaked at $7K in Q1 2021.
685 funds tracked by Wall St. Rank held DTE Energy as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.