Royal Fund Management’s DTE Energy DTE Stock Holding History

Royal Fund 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
2020 Q2	–	Sell	-814	Closed	-$65K	–	251
2020 Q1	$65K	Sell	814 -108	-12%	-$11K	0.03%	210
2019 Q4	$101K	Hold	922	–	–	0.03%	196
2019 Q3	$104K	Hold	922	–	–	0.03%	186
2019 Q2	$100K	Hold	922	–	–	0.03%	179
2019 Q1	$97K	Hold	922	–	–	0.03%	164
2018 Q4	$86K	Hold	922	–	–	0.03%	153
2018 Q3	$85K	Hold	922	–	–	0.03%	156
2018 Q2	$81K	Hold	922	–	–	0.03%	161
2018 Q1	$81K	Sell	922 -112	-11%	-$9.82K	0.03%	165
2017 Q4	$96K	Hold	1,034	–	–	0.03%	164
2017 Q3	$94K	Hold	1,034	–	–	0.04%	122
2017 Q2	$93K	Hold	1,034	–	–	0.04%	120
2017 Q1	$89K	Buy	1,034 +23	+2%	+$1.95K	0.04%	117
2016 Q4	$84K	Buy	+1,011	New	+$81.3K	0.05%	110

Other funds holding DTE

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

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

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

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

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Fund Management's DTE Position: Q2 2020 in Review

Royal Fund Management sold out of DTE Energy (DTE) in Q2 2020, closing a stake of 814 shares — an estimated $65K sold.

Royal Fund Management first reported a position in DTE in Q4 2016 and held it in 14 quarters. The position peaked at $104K in Q3 2019. 622 funds tracked by Wall St. Rank hold DTE as of Q2 2020.

Royal Fund Management reported no remaining DTE Energy position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 814 DTE Energy shares in Q2 2020, an estimated $65K.
Royal Fund Management first reported a position in DTE Energy in Q4 2016 and held it in 14 quarters.
Royal Fund Management's DTE Energy position peaked at $104K in Q3 2019.
622 funds tracked by Wall St. Rank held DTE Energy as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.