PFWA
DTE icon

Paces Ferry Wealth Advisors’s DTE Energy DTE Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-67
Closed -$7K – 397
2020
Q3 		$7K Buy
+67
New +$6.55K 0.01% 489

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 $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Paces Ferry Wealth Advisors's DTE Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of DTE Energy (DTE) in Q4 2020, closing a stake of 67 shares — an estimated $7K sold.

Paces Ferry Wealth Advisors first reported a position in DTE in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 676 funds tracked by Wall St. Rank hold DTE as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining DTE Energy position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 67 DTE Energy shares in Q4 2020, an estimated $7K.
  • Paces Ferry Wealth Advisors first reported a position in DTE Energy in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's DTE Energy position peaked at $7K in Q3 2020.
  • 676 funds tracked by Wall St. Rank held DTE Energy as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.