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Shelter Harbor Advisors’s DTE Energy DTE Stock Holding History

Shelter Harbor 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
2020
Q1 		– Sell
-58,750
Closed -$6.49M – 7
2019
Q4 		$6.49M Buy
+58,750
New +$6.34M 3.38% 12
2018
Q4 		– Sell
-29,375
Closed -$2.73M – 26
2018
Q3 		$2.73M Buy
+29,375
New +$2.74M 2.17% 17
2018
Q1 		– Sell
-29,375
Closed -$2.74M – 24
2017
Q4 		$2.74M Buy
+29,375
New +$2.79M 3.24% 13

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Shelter Harbor Advisors's DTE Position: Q1 2020 in Review

Shelter Harbor Advisors sold out of DTE Energy (DTE) in Q1 2020, closing a stake of 58,750 shares — an estimated $6.49M sold.

Shelter Harbor Advisors first reported a position in DTE in Q4 2017 and held it in 3 quarters. The position peaked at $6.49M in Q4 2019. 621 funds tracked by Wall St. Rank hold DTE as of Q1 2020.

  • Shelter Harbor Advisors reported no remaining DTE Energy position as of Q1 2020 after selling out during the quarter.
  • Shelter Harbor Advisors sold 58,750 DTE Energy shares in Q1 2020, an estimated $6.49M.
  • Shelter Harbor Advisors first reported a position in DTE Energy in Q4 2017 and held it in 3 quarters.
  • Shelter Harbor Advisors's DTE Energy position peaked at $6.49M in Q4 2019.
  • 621 funds tracked by Wall St. Rank held DTE Energy as of Q1 2020.

Based on Shelter Harbor Advisors's 13F filing for Q1 2020.