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Rockbridge Investment Management’s DTE Energy DTE Stock Holding History

Rockbridge Investment 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
2021
Q2 		– Sell
-26
Closed -$3K – 733
2021
Q1 		$3K Hold
26
– – ﹤0.01% 613
2020
Q4 		$3K Hold
26
– – ﹤0.01% 601
2020
Q3 		$3K Hold
26
– – ﹤0.01% 557
2020
Q2 		$2K Buy
+26
New +$2.3K ﹤0.01% 561

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Rockbridge Investment Management's DTE Position: Q2 2021 in Review

Rockbridge Investment Management sold out of DTE Energy (DTE) in Q2 2021, closing a stake of 26 shares — an estimated $3K sold.

Rockbridge Investment Management first reported a position in DTE in Q2 2020 and held it in 4 quarters. The position peaked at $3K in Q1 2021. 685 funds tracked by Wall St. Rank hold DTE as of Q2 2021.

  • Rockbridge Investment Management reported no remaining DTE Energy position as of Q2 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 26 DTE Energy shares in Q2 2021, an estimated $3K.
  • Rockbridge Investment Management first reported a position in DTE Energy in Q2 2020 and held it in 4 quarters.
  • Rockbridge Investment Management's DTE Energy position peaked at $3K in Q1 2021.
  • 685 funds tracked by Wall St. Rank held DTE Energy as of Q2 2021.

Based on Rockbridge Investment Management's 13F filing for Q2 2021, filed 5 Aug 2021.