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Rational Advisors’s DTE Energy DTE Stock Holding History

Rational Advisors’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
Q4 		– Sell
-13
Closed -$1K – 314
2020
Q3 		$1K Sell
13
-26
-67% -$2.54K ﹤0.01% 523
2020
Q2 		$4K Buy
+39
New +$3.45K ﹤0.01% 435
2016
Q2 		– Sell
-18,800
Closed -$1.45M – 215
2016
Q1 		$1.45M Buy
+18,800
New +$1.36M 0.95% 31
2013
Q4 		– Sell
-9,659
Closed -$542K – 873
2013
Q3 		$542K Hold
9,659
– – 0.04% 382
2013
Q2 		$551K Buy
+9,659
New +$569K 0.05% 373

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rational Advisors's DTE Position: Q4 2020 in Review

Rational Advisors sold out of DTE Energy (DTE) in Q4 2020, closing a stake of 13 shares — an estimated $1K sold.

Rational Advisors first reported a position in DTE in Q2 2013 and held it in 5 quarters. The position peaked at $1.45M in Q1 2016. 676 funds tracked by Wall St. Rank hold DTE as of Q4 2020.

  • Rational Advisors reported no remaining DTE Energy position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 13 DTE Energy shares in Q4 2020, an estimated $1K.
  • Rational Advisors first reported a position in DTE Energy in Q2 2013 and held it in 5 quarters.
  • Rational Advisors's DTE Energy position peaked at $1.45M in Q1 2016.
  • 676 funds tracked by Wall St. Rank held DTE Energy as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.