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Norris Perne & French’s DTE Energy DTE Stock Holding History

Norris Perne & French’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
2020
Q1 		– Sell
-2,220
Closed -$245K – 124
2019
Q4 		$245K Buy
2,220
+15
+0.7% +$1.62K 0.03% 125
2019
Q3 		$250K Buy
2,205
+12
+0.5% +$1.33K 0.03% 120
2019
Q2 		$239K Hold
2,193
– – 0.03% 125
2019
Q1 		$233K Buy
+2,193
New +$221K 0.03% 117
2015
Q4 		– Sell
-3,183
Closed -$218K – 155
2015
Q3 		$218K Buy
+3,183
New +$213K 0.05% 136
2015
Q2 		– Sell
-350
Closed -$24K – 160
2015
Q1 		$24K Buy
+350
New +$25.1K ﹤0.01% 167

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norris Perne & French's DTE Position: Q1 2020 in Review

Norris Perne & French sold out of DTE Energy (DTE) in Q1 2020, closing a stake of 2,220 shares — an estimated $245K sold.

Norris Perne & French first reported a position in DTE in Q1 2015 and held it in 6 quarters. The position peaked at $250K in Q3 2019. 620 funds tracked by Wall St. Rank hold DTE as of Q1 2020.

  • Norris Perne & French reported no remaining DTE Energy position as of Q1 2020 after selling out during the quarter.
  • Norris Perne & French sold 2,220 DTE Energy shares in Q1 2020, an estimated $245K.
  • Norris Perne & French first reported a position in DTE Energy in Q1 2015 and held it in 6 quarters.
  • Norris Perne & French's DTE Energy position peaked at $250K in Q3 2019.
  • 620 funds tracked by Wall St. Rank held DTE Energy as of Q1 2020.

Based on Norris Perne & French's 13F filing for Q1 2020, filed 16 Apr 2020.