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Regent Peak Wealth Advisors’s DTE Energy DTE Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-204
Closed -$21K – 367
2020
Q4 		$21K Buy
+204
New +$21.5K 0.01% 444

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
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

Regent Peak Wealth Advisors's DTE Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of DTE Energy (DTE) in Q1 2021, closing a stake of 204 shares — an estimated $21K sold.

Regent Peak Wealth Advisors first reported a position in DTE in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 672 funds tracked by Wall St. Rank hold DTE as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining DTE Energy position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 204 DTE Energy shares in Q1 2021, an estimated $21K.
  • Regent Peak Wealth Advisors first reported a position in DTE Energy in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's DTE Energy position peaked at $21K in Q4 2020.
  • 672 funds tracked by Wall St. Rank held DTE Energy as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.