Osborn Williams & Donohoe’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
$534K Hold
6,609
0.07% 184
2019
Q4
$731K Sell
6,609
-353
-5% -$38.1K 0.07% 193
2019
Q3
$788K Hold
6,962
0.08% 185
2019
Q2
$758K Hold
6,962
0.08% 188
2019
Q1
$734K Buy
+6,962
New +$703K 0.08% 202

Other funds holding DTE

Osborn Williams & Donohoe's DTE Position: Q1 2020 in Review

Osborn Williams & Donohoe held its DTE Energy (DTE) position steady in Q1 2020 at 6,609 shares worth $534K. The position accounts for 0.07% of the portfolio, ranked #184.

Osborn Williams & Donohoe first reported a position in DTE in Q1 2019 and has held it in 5 quarters since. The position peaked at $788K in Q3 2019. 620 funds tracked by Wall St. Rank hold DTE as of Q1 2020.

  • Osborn Williams & Donohoe held 6,609 shares of DTE Energy worth $534K as of Q1 2020.
  • Osborn Williams & Donohoe left its DTE Energy share count unchanged in Q1 2020.
  • DTE Energy made up 0.07% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #184 holding.
  • Osborn Williams & Donohoe first reported a position in DTE Energy in Q1 2019 and has held it in 5 quarters since.
  • Osborn Williams & Donohoe's DTE Energy position peaked at $788K in Q3 2019.
  • 620 funds tracked by Wall St. Rank held DTE Energy as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.