Resolute Advisors’s DTE Energy DTE Stock Holding History

Resolute 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	–	Sell	-31	Closed	-$3K	–	285
2021 Q3	$3K	Sell	31 -5	-14%	-$587	﹤0.01%	490
2021 Q2	$4K	Buy	+36	New	+$4.21K	﹤0.01%	445

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

Resolute Advisors's DTE Position: Q4 2021 in Review

Resolute Advisors sold out of DTE Energy (DTE) in Q4 2021, closing a stake of 31 shares — an estimated $3K sold.

Resolute Advisors first reported a position in DTE in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 703 funds tracked by Wall St. Rank hold DTE as of Q4 2021.

Resolute Advisors reported no remaining DTE Energy position as of Q4 2021 after selling out during the quarter.
Resolute Advisors sold 31 DTE Energy shares in Q4 2021, an estimated $3K.
Resolute Advisors first reported a position in DTE Energy in Q2 2021 and held it in 2 quarters.
Resolute Advisors's DTE Energy position peaked at $4K in Q2 2021.
703 funds tracked by Wall St. Rank held DTE Energy as of Q4 2021.

Based on Resolute Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.