Reilly Financial Advisors’s DTE Energy DTE Stock Holding History

Reilly Financial 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 Q4	$24K	Hold	200	–	–	﹤0.01%	536
2021 Q3	$22K	Sell	200 -35	-15%	-$4.11K	﹤0.01%	502
2021 Q2	$26K	Hold	235	–	–	﹤0.01%	484
2021 Q1	$27K	Hold	235	–	–	﹤0.01%	477
2020 Q4	$24K	Hold	235	–	–	﹤0.01%	460
2020 Q3	$23K	Hold	235	–	–	﹤0.01%	425
2020 Q2	$22K	Hold	235	–	–	﹤0.01%	431
2020 Q1	$19K	Hold	235	–	–	﹤0.01%	431
2019 Q4	$26K	Buy	+235	New	+$25.3K	﹤0.01%	443
2016 Q2	–	Sell	-588	Closed	-$45K	–	849
2016 Q1	$45K	Sell	588 -235	-29%	-$17K	0.01%	398
2015 Q4	$56K	Buy	823 +235	+40%	+$16.2K	0.01%	378
2015 Q3	$40K	Hold	588	–	–	0.01%	427
2015 Q2	$37K	Hold	588	–	–	0.01%	495
2015 Q1	$40K	Buy	+588	New	+$42.2K	0.01%	467
2014 Q4	–	Sell	-588	Closed	-$38K	–	830
2014 Q3	$38K	Sell	588 -572	-49%	-$37K	0.01%	287
2014 Q2	$76K	Buy	1,160 +572	+97%	+$37.1K	0.02%	214
2014 Q1	$37K	Buy	+588	New	+$34.6K	0.01%	318

Other funds holding DTE

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Reilly Financial Advisors's DTE Position: Q4 2021 in Review

Reilly Financial Advisors held its DTE Energy (DTE) position steady in Q4 2021 at 200 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Reilly Financial Advisors first reported a position in DTE in Q1 2014 and has held it in 17 quarters since. The position peaked at $76K in Q2 2014. 704 funds tracked by Wall St. Rank hold DTE as of Q4 2021.

Reilly Financial Advisors held 200 shares of DTE Energy worth $24K as of Q4 2021.
Reilly Financial Advisors left its DTE Energy share count unchanged in Q4 2021.
DTE Energy made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #536 holding.
Reilly Financial Advisors first reported a position in DTE Energy in Q1 2014 and has held it in 17 quarters since.
Reilly Financial Advisors's DTE Energy position peaked at $76K in Q2 2014.
704 funds tracked by Wall St. Rank held DTE Energy as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.