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Personal Wealth Partners’s DTE Energy DTE Stock Holding History

Personal Wealth Partners’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
-259
Closed -$29K – 175
2021
Q2 		$29K Buy
+259
New +$30.3K 0.01% 186
2021
Q1 		– Sell
-1,932
Closed -$200K – 78
2020
Q4 		$200K Buy
+1,932
New +$204K 0.09% 70
2020
Q1 		– Sell
-21
Closed -$2K – 210
2019
Q4 		$2K Hold
21
– – ﹤0.01% 340
2019
Q3 		$2K Buy
+21
New +$2.32K ﹤0.01% 349

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

Personal Wealth Partners's DTE Position: Q3 2021 in Review

Personal Wealth Partners sold out of DTE Energy (DTE) in Q3 2021, closing a stake of 259 shares — an estimated $29K sold.

Personal Wealth Partners first reported a position in DTE in Q3 2019 and held it in 4 quarters. The position peaked at $200K in Q4 2020. 652 funds tracked by Wall St. Rank hold DTE as of Q3 2021.

  • Personal Wealth Partners reported no remaining DTE Energy position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 259 DTE Energy shares in Q3 2021, an estimated $29K.
  • Personal Wealth Partners first reported a position in DTE Energy in Q3 2019 and held it in 4 quarters.
  • Personal Wealth Partners's DTE Energy position peaked at $200K in Q4 2020.
  • 652 funds tracked by Wall St. Rank held DTE Energy as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.