Opus Investment Management’s DTE Energy DTE Stock Holding History

Opus Investment 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
2021 Q1	–	Sell	-38,470	Closed	-$3.98M	–	100
2020 Q4	$3.98M	Sell	38,470 -12,925	-25%	-$1.36M	0.62%	45
2020 Q3	$5.03M	Hold	51,395	–	–	0.95%	36
2020 Q2	$4.7M	Hold	51,395	–	–	0.95%	36
2020 Q1	$4.15M	Sell	51,395 -2,350	-4%	-$238K	0.88%	33
2019 Q4	$5.94M	Hold	53,745	–	–	0.97%	19
2019 Q3	$6.08M	Sell	53,745 -3,525	-6%	-$390K	1.06%	18
2019 Q2	$6.23M	Hold	57,270	–	–	1.17%	12
2019 Q1	$6.08M	Hold	57,270	–	–	1.2%	13
2018 Q4	$5.38M	Hold	57,270	–	–	1.16%	19
2018 Q3	$5.32M	Hold	57,270	–	–	0.92%	27
2018 Q2	$5.05M	Hold	57,270	–	–	0.92%	32
2018 Q1	$5.09M	Hold	57,270	–	–	0.93%	31
2017 Q4	$5.33M	Hold	57,270	–	–	0.95%	36
2017 Q3	$5.23M	Hold	57,270	–	–	0.95%	34
2017 Q2	$5.16M	Hold	57,270	–	–	0.88%	38
2017 Q1	$4.98M	Hold	57,270	–	–	0.85%	41
2016 Q4	$4.8M	Hold	57,270	–	–	0.85%	41
2016 Q3	$4.57M	Hold	57,270	–	–	0.78%	47
2016 Q2	$4.83M	Hold	57,270	–	–	0.85%	41
2016 Q1	$4.42M	Sell	57,270 -28,200	-33%	-$2.04M	0.85%	32
2015 Q4	$5.83M	Hold	85,470	–	–	1.04%	12
2015 Q3	$5.85M	Hold	85,470	–	–	1.1%	11
2015 Q2	$5.43M	Buy	85,470 +37,600	+79%	+$2.51M	0.99%	17
2015 Q1	$3.29M	Buy	47,870 +3,525	+8%	+$253K	0.58%	56
2014 Q4	$3.26M	Sell	44,345 -12,925	-23%	-$897K	0.58%	60
2014 Q3	$3.71M	Hold	57,270	–	–	0.71%	45
2014 Q2	$3.79M	Buy	57,270 +7,050	+14%	+$457K	0.75%	45
2014 Q1	$3.17M	Hold	50,220	–	–	0.73%	53
2013 Q4	$2.84M	Sell	50,220 -34,662	-41%	-$1.99M	0.77%	38
2013 Q3	$4.77M	Hold	84,882	–	–	1.08%	10
2013 Q2	$4.84M	Buy	+84,882	New	+$5M	1.15%	8

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Opus Investment Management's DTE Position: Q1 2021 in Review

Opus Investment Management sold out of DTE Energy (DTE) in Q1 2021, closing a stake of 38,470 shares — an estimated $3.98M sold.

Opus Investment Management first reported a position in DTE in Q2 2013 and held it in 31 quarters. The position peaked at $6.23M in Q2 2019. 673 funds tracked by Wall St. Rank hold DTE as of Q1 2021.

Opus Investment Management reported no remaining DTE Energy position as of Q1 2021 after selling out during the quarter.
Opus Investment Management sold 38,470 DTE Energy shares in Q1 2021, an estimated $3.98M.
Opus Investment Management first reported a position in DTE Energy in Q2 2013 and held it in 31 quarters.
Opus Investment Management's DTE Energy position peaked at $6.23M in Q2 2019.
673 funds tracked by Wall St. Rank held DTE Energy as of Q1 2021.

Based on Opus Investment Management's 13F filing for Q1 2021, filed 10 May 2021.