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Principle Wealth Partners’s DTE Energy DTE Stock Holding History

Principle 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
2020
Q3 		– Sell
-1,438
Closed -$132K – 225
2020
Q2 		$132K Buy
+1,438
New +$127K 0.04% 184

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BlackRock
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State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principle Wealth Partners's DTE Position: Q3 2020 in Review

Principle Wealth Partners sold out of DTE Energy (DTE) in Q3 2020, closing a stake of 1,438 shares — an estimated $132K sold.

Principle Wealth Partners first reported a position in DTE in Q2 2020 and held it in 1 quarter. The position peaked at $132K in Q2 2020. 620 funds tracked by Wall St. Rank hold DTE as of Q3 2020.

  • Principle Wealth Partners reported no remaining DTE Energy position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 1,438 DTE Energy shares in Q3 2020, an estimated $132K.
  • Principle Wealth Partners first reported a position in DTE Energy in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's DTE Energy position peaked at $132K in Q2 2020.
  • 620 funds tracked by Wall St. Rank held DTE Energy as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.