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Oakbrook Investments’s DTE Energy DTE Stock Holding History

Oakbrook Investments’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
-6,242
Closed -$690K – 203
2019
Q4 		$690K Sell
6,242
-3,012
-33% -$325K 0.14% 225
2019
Q3 		$1.05M Sell
9,254
-1,175
-11% -$130K 0.07% 225
2019
Q2 		$1.14M Sell
10,429
-165
-2% -$17.7K 0.07% 235
2019
Q1 		$1.13M Sell
10,594
-235
-2% -$23.7K 0.07% 234
2018
Q4 		$1.02M Sell
10,829
-1,424
-12% -$139K 0.07% 225
2018
Q3 		$1.14M Buy
12,253
+3,408
+39% +$318K 0.06% 269
2018
Q2 		$780K Buy
8,845
+190
+2% +$16.5K 0.05% 268
2018
Q1 		$769K Buy
8,655
+258
+3% +$22.6K 0.05% 274
2017
Q4 		$782K Sell
8,397
-705
-8% -$67K 0.05% 276
2017
Q3 		$832K Sell
9,102
-411
-4% -$38.1K 0.05% 263
2017
Q2 		$856K Sell
9,513
-446
-4% -$40.4K 0.06% 241
2017
Q1 		$865K Sell
9,959
-764
-7% -$64.7K 0.06% 250
2016
Q4 		$899K Sell
10,723
-1,469
-12% -$118K 0.06% 246
2016
Q3 		$972K Sell
12,192
-2,702
-18% -$220K 0.06% 254
2016
Q2 		$1.26M Buy
14,894
+2,350
+19% +$182K 0.07% 230
2016
Q1 		$968K Hold
12,544
– – 0.06% 245
2015
Q4 		$856K Sell
12,544
-1,622
-11% -$112K 0.05% 271
2015
Q3 		$969K Buy
14,166
+176
+1% +$11.8K 0.06% 273
2015
Q2 		$889K Sell
13,990
-2,115
-13% -$141K 0.05% 277
2015
Q1 		$1.11M Buy
16,105
+118
+0.7% +$8.47K 0.06% 280
2014
Q4 		$1.18M Sell
15,987
-823
-5% -$57.1K 0.06% 267
2014
Q3 		$1.09M Sell
16,810
-17,900
-52% -$1.16M 0.06% 275
2014
Q2 		$2.3M Sell
34,710
-176
-0.5% -$11.4K 0.07% 271
2014
Q1 		$2.21M Sell
34,886
-5,509
-14% -$325K 0.07% 270
2013
Q4 		$2.28M Sell
40,395
-1,587
-4% -$91K 0.06% 278
2013
Q3 		$2.36M Sell
41,982
-2,937
-7% -$170K 0.07% 265
2013
Q2 		$2.56M Buy
+44,919
New +$2.65M 0.07% 265

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Oakbrook Investments's DTE Position: Q1 2020 in Review

Oakbrook Investments sold out of DTE Energy (DTE) in Q1 2020, closing a stake of 6,242 shares — an estimated $690K sold.

Oakbrook Investments first reported a position in DTE in Q2 2013 and held it in 27 quarters. The position peaked at $2.56M in Q2 2013. 621 funds tracked by Wall St. Rank hold DTE as of Q1 2020.

  • Oakbrook Investments reported no remaining DTE Energy position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 6,242 DTE Energy shares in Q1 2020, an estimated $690K.
  • Oakbrook Investments first reported a position in DTE Energy in Q2 2013 and held it in 27 quarters.
  • Oakbrook Investments's DTE Energy position peaked at $2.56M in Q2 2013.
  • 621 funds tracked by Wall St. Rank held DTE Energy as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.