Neuburgh Advisers’s DTE Energy DTE Stock Holding History

Neuburgh Advisers’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 Q3	$2.22M	Sell	19,620 -802	-4%	-$88.6K	0.07%	210
2019 Q2	$2.22M	Sell	20,422 -4,394	-18%	-$472K	0.07%	208
2019 Q1	$2.63M	Buy	24,816 +9,513	+62%	+$961K	0.09%	186
2018 Q4	$1.44M	Buy	15,303 +7,367	+93%	+$719K	0.06%	225
2018 Q3	$737K	Sell	7,936 -233	-3%	-$21.7K	0.02%	368
2018 Q2	$721K	Buy	8,169 +621	+8%	+$53.8K	0.02%	344
2018 Q1	$671K	Buy	7,548 +543	+8%	+$47.6K	0.02%	346
2017 Q4	$653K	Buy	7,005 +284	+4%	+$27K	0.02%	361
2017 Q3	$614K	Buy	6,721 +129	+2%	+$12K	0.02%	359
2017 Q2	$594K	Sell	6,592 -2,507	-28%	-$227K	0.02%	364
2017 Q1	$791K	Buy	9,099 +3,515	+63%	+$298K	0.03%	301
2016 Q4	$468K	Buy	+5,584	New	+$449K	0.02%	344

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Neuburgh Advisers's DTE Position: Q3 2019 in Review

Neuburgh Advisers reduced its DTE Energy (DTE) stake by 3.9% in Q3 2019, selling an estimated $88.6K and leaving 19,620 shares worth $2.22M. The position accounts for 0.07% of the portfolio, ranked #210.

Neuburgh Advisers first reported a position in DTE in Q4 2016 and has held it in 12 quarters since. The position peaked at $2.63M in Q1 2019. 647 funds tracked by Wall St. Rank hold DTE as of Q3 2019.

Neuburgh Advisers held 19,620 shares of DTE Energy worth $2.22M as of Q3 2019.
Neuburgh Advisers sold 802 DTE Energy shares in Q3 2019, an estimated $88.6K.
DTE Energy made up 0.07% of Neuburgh Advisers's portfolio in Q3 2019, its #210 holding.
Neuburgh Advisers first reported a position in DTE Energy in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's DTE Energy position peaked at $2.63M in Q1 2019.
647 funds tracked by Wall St. Rank held DTE Energy as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.