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Perella Weinberg Partners Capital Management’s DTE Energy DTE Stock Holding History

Perella Weinberg 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
2019
Q3 		– Sell
-14,763
Closed -$1.61M – 59
2019
Q2 		$1.61M Sell
14,763
-2,250
-13% -$242K 0.07% 164
2019
Q1 		$1.81M Sell
17,013
-10,739
-39% -$1.08M 0.09% 149
2018
Q4 		$2.6M Buy
27,752
+15,098
+119% +$1.47M 0.16% 120
2018
Q3 		$1.18M Buy
+12,654
New +$1.18M 0.05% 154

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Perella Weinberg Partners Capital Management's DTE Position: Q3 2019 in Review

Perella Weinberg Partners Capital Management sold out of DTE Energy (DTE) in Q3 2019, closing a stake of 14,763 shares — an estimated $1.61M sold.

Perella Weinberg Partners Capital Management first reported a position in DTE in Q3 2018 and held it in 4 quarters. The position peaked at $2.6M in Q4 2018. 648 funds tracked by Wall St. Rank hold DTE as of Q3 2019.

  • Perella Weinberg Partners Capital Management reported no remaining DTE Energy position as of Q3 2019 after selling out during the quarter.
  • Perella Weinberg Partners Capital Management sold 14,763 DTE Energy shares in Q3 2019, an estimated $1.61M.
  • Perella Weinberg Partners Capital Management first reported a position in DTE Energy in Q3 2018 and held it in 4 quarters.
  • Perella Weinberg Partners Capital Management's DTE Energy position peaked at $2.6M in Q4 2018.
  • 648 funds tracked by Wall St. Rank held DTE Energy as of Q3 2019.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.