Osborne Partners Capital Management’s DTE Energy DTE Stock Holding History

Osborne Partners Capital 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
2020 Q1	–	Sell	-2,585	Closed	-$286K	–	148
2019 Q4	$286K	Hold	2,585	–	–	0.06%	136
2019 Q3	$293K	Hold	2,585	–	–	0.06%	137
2019 Q2	$281K	Sell	2,585 -235	-8%	-$25.2K	0.05%	144
2019 Q1	$299K	Sell	2,820 -118	-4%	-$11.9K	0.06%	141
2018 Q4	$276K	Hold	2,938	–	–	0.04%	165
2018 Q3	$273K	Hold	2,938	–	–	0.03%	167
2018 Q2	$259K	Hold	2,938	–	–	0.04%	171
2018 Q1	$261K	Hold	2,938	–	–	0.04%	168
2017 Q4	$274K	Hold	2,938	–	–	0.04%	172
2017 Q3	$268K	Hold	2,938	–	–	0.04%	170
2017 Q2	$264K	Hold	2,938	–	–	0.04%	162
2017 Q1	$255K	Sell	2,938 -652	-18%	-$55.2K	0.04%	163
2016 Q4	$301K	Hold	3,590	–	–	0.04%	154
2016 Q3	$286K	Hold	3,590	–	–	0.04%	155
2016 Q2	$303K	Sell	3,590 -493	-12%	-$38.1K	0.05%	156
2016 Q1	$315K	Hold	4,083	–	–	0.05%	153
2015 Q4	$279K	Hold	4,083	–	–	0.04%	163
2015 Q3	$279K	Hold	4,083	–	–	0.04%	159
2015 Q2	$259K	Sell	4,083 -470	-10%	-$31.4K	0.03%	165
2015 Q1	$313K	Hold	4,553	–	–	0.04%	156
2014 Q4	$335K	Hold	4,553	–	–	0.04%	157
2014 Q3	$295K	Hold	4,553	–	–	0.04%	156
2014 Q2	$302K	Hold	4,553	–	–	0.04%	153
2014 Q1	$288K	Hold	4,553	–	–	0.04%	163
2013 Q4	$257K	Sell	4,553 -999	-18%	-$57.3K	0.03%	165
2013 Q3	$312K	Sell	5,552 -1,175	-17%	-$68.1K	0.04%	149
2013 Q2	$384K	Buy	+6,727	New	+$396K	0.06%	144

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osborne Partners Capital Management's DTE Position: Q1 2020 in Review

Osborne Partners Capital Management sold out of DTE Energy (DTE) in Q1 2020, closing a stake of 2,585 shares — an estimated $286K sold.

Osborne Partners Capital Management first reported a position in DTE in Q2 2013 and held it in 27 quarters. The position peaked at $384K in Q2 2013. 620 funds tracked by Wall St. Rank hold DTE as of Q1 2020.

Osborne Partners Capital Management reported no remaining DTE Energy position as of Q1 2020 after selling out during the quarter.
Osborne Partners Capital Management sold 2,585 DTE Energy shares in Q1 2020, an estimated $286K.
Osborne Partners Capital Management first reported a position in DTE Energy in Q2 2013 and held it in 27 quarters.
Osborne Partners Capital Management's DTE Energy position peaked at $384K in Q2 2013.
620 funds tracked by Wall St. Rank held DTE Energy as of Q1 2020.

Based on Osborne Partners Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.