O'Neil Global Advisors’s DTE Energy DTE Stock Holding History

O'Neil Global Advisors’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 Q3	–	Sell	-2,130	Closed	-$235K	–	90
2021 Q2	$235K	Buy	+2,130	New	+$249K	0.07%	85

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

O'Neil Global Advisors's DTE Position: Q3 2021 in Review

O'Neil Global Advisors sold out of DTE Energy (DTE) in Q3 2021, closing a stake of 2,130 shares — an estimated $235K sold.

O'Neil Global Advisors first reported a position in DTE in Q2 2021 and held it in 1 quarter. The position peaked at $235K in Q2 2021. 652 funds tracked by Wall St. Rank hold DTE as of Q3 2021.

O'Neil Global Advisors reported no remaining DTE Energy position as of Q3 2021 after selling out during the quarter.
O'Neil Global Advisors sold 2,130 DTE Energy shares in Q3 2021, an estimated $235K.
O'Neil Global Advisors first reported a position in DTE Energy in Q2 2021 and held it in 1 quarter.
O'Neil Global Advisors's DTE Energy position peaked at $235K in Q2 2021.
652 funds tracked by Wall St. Rank held DTE Energy as of Q3 2021.

Based on O'Neil Global Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.