PRW Wealth Management’s DTE Energy DTE Stock Holding History

PRW Wealth 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 Q2	–	Sell	-14	Closed	-$1K	–	228
2019 Q1	$1K	Hold	14	–	–	﹤0.01%	579
2018 Q4	$1K	Buy	+14	New	+$1.37K	﹤0.01%	579

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PRW Wealth Management's DTE Position: Q2 2019 in Review

PRW Wealth Management sold out of DTE Energy (DTE) in Q2 2019, closing a stake of 14 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in DTE in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 650 funds tracked by Wall St. Rank hold DTE as of Q2 2019.

PRW Wealth Management reported no remaining DTE Energy position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 14 DTE Energy shares in Q2 2019, an estimated $1K.
PRW Wealth Management first reported a position in DTE Energy in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's DTE Energy position peaked at $1K in Q1 2019.
650 funds tracked by Wall St. Rank held DTE Energy as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.