PWS
DTE icon

Paragon Wealth Strategies’s DTE Energy DTE Stock Holding History

Paragon Wealth Strategies’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
-348
Closed -$38K – 106
2021
Q2 		$38K Buy
+348
New +$40.7K 0.01% 95

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paragon Wealth Strategies's DTE Position: Q3 2021 in Review

Paragon Wealth Strategies sold out of DTE Energy (DTE) in Q3 2021, closing a stake of 348 shares — an estimated $38K sold.

Paragon Wealth Strategies first reported a position in DTE in Q2 2021 and held it in 1 quarter. The position peaked at $38K in Q2 2021. 652 funds tracked by Wall St. Rank hold DTE as of Q3 2021.

  • Paragon Wealth Strategies reported no remaining DTE Energy position as of Q3 2021 after selling out during the quarter.
  • Paragon Wealth Strategies sold 348 DTE Energy shares in Q3 2021, an estimated $38K.
  • Paragon Wealth Strategies first reported a position in DTE Energy in Q2 2021 and held it in 1 quarter.
  • Paragon Wealth Strategies's DTE Energy position peaked at $38K in Q2 2021.
  • 652 funds tracked by Wall St. Rank held DTE Energy as of Q3 2021.

Based on Paragon Wealth Strategies's 13F filing for Q3 2021, filed 29 Oct 2021.