SFE Investment Counsel’s DTE Energy DTE Stock Holding History

SFE Investment Counsel’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 Q3	–	Sell	-1,815	Closed	-$200K	–	120
2021 Q2	$200K	Hold	1,815	–	–	0.06%	118
2021 Q1	$206K	Buy	+1,815	New	+$191K	0.06%	116
2020 Q1	–	Sell	-2,350	Closed	-$260K	–	104
2019 Q4	$260K	Sell	2,350 -405	-15%	-$43.7K	0.11%	102
2019 Q3	$312K	Buy	2,755 +405	+17%	+$44.8K	0.13%	101
2019 Q2	$256K	Hold	2,350	–	–	0.11%	104
2019 Q1	$249K	Hold	2,350	–	–	0.11%	106
2018 Q4	$221K	Hold	2,350	–	–	0.11%	113
2018 Q3	$218K	Hold	2,350	–	–	0.08%	120
2018 Q2	$207K	Hold	2,350	–	–	0.09%	121
2018 Q1	$209K	Hold	2,350	–	–	0.11%	102
2017 Q4	$219K	Hold	2,350	–	–	0.09%	109
2017 Q3	$215K	Hold	2,350	–	–	0.09%	108
2017 Q2	$212K	Sell	2,350 -405	-15%	-$36.7K	0.09%	104
2017 Q1	$239K	Hold	2,755	–	–	0.09%	103
2016 Q4	$230K	Hold	2,755	–	–	0.09%	99
2016 Q3	$232K	Hold	2,755	–	–	0.11%	87
2016 Q2	$232K	Hold	2,755	–	–	0.11%	88
2016 Q1	$213K	Buy	+2,755	New	+$199K	0.1%	93
2015 Q3	–	Sell	-4,113	Closed	-$261K	–	96
2015 Q2	$261K	Buy	+4,113	New	+$275K	0.11%	93

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

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

SFE Investment Counsel's DTE Position: Q3 2021 in Review

SFE Investment Counsel sold out of DTE Energy (DTE) in Q3 2021, closing a stake of 1,815 shares — an estimated $200K sold.

SFE Investment Counsel first reported a position in DTE in Q2 2015 and held it in 19 quarters. The position peaked at $312K in Q3 2019. 652 funds tracked by Wall St. Rank hold DTE as of Q3 2021.

SFE Investment Counsel reported no remaining DTE Energy position as of Q3 2021 after selling out during the quarter.
SFE Investment Counsel sold 1,815 DTE Energy shares in Q3 2021, an estimated $200K.
SFE Investment Counsel first reported a position in DTE Energy in Q2 2015 and held it in 19 quarters.
SFE Investment Counsel's DTE Energy position peaked at $312K in Q3 2019.
652 funds tracked by Wall St. Rank held DTE Energy as of Q3 2021.

Based on SFE Investment Counsel's 13F filing for Q3 2021, filed 12 Nov 2021.