Nelson Capital Management’s DTE Energy DTE Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-45	Closed	-$5K	–	149
2019 Q3	$5K	Buy	+45	New	+$4.97K	﹤0.01%	277

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nelson Capital Management's DTE Position: Q4 2019 in Review

Nelson Capital Management sold out of DTE Energy (DTE) in Q4 2019, closing a stake of 45 shares — an estimated $5K sold.

Nelson Capital Management first reported a position in DTE in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 688 funds tracked by Wall St. Rank hold DTE as of Q4 2019.

Nelson Capital Management reported no remaining DTE Energy position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 45 DTE Energy shares in Q4 2019, an estimated $5K.
Nelson Capital Management first reported a position in DTE Energy in Q3 2019 and held it in 1 quarter.
Nelson Capital Management's DTE Energy position peaked at $5K in Q3 2019.
688 funds tracked by Wall St. Rank held DTE Energy as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.