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Shelton Capital Management’s DTE Energy DTE Stock Holding History

Shelton Capital 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
Q4 		– Sell
-11,113
Closed -$1.09M – 748
2020
Q3 		$1.09M Buy
+11,113
New +$1.09M 0.05% 338
2019
Q4 		– Sell
-2,771
Closed -$314K – 844
2019
Q3 		$314K Hold
2,771
– – 0.02% 507
2019
Q2 		$302K Buy
2,771
+2,426
+703% +$260K 0.02% 528
2019
Q1 		$2.36K Sell
345
-2,426
-88% -$245K 0.01% 777
2018
Q4 		$260K Sell
2,771
-47,000
-94% -$4.59M 0.02% 546
2018
Q3 		$4.62M Sell
49,771
-22,207
-31% -$2.07M 0.26% 88
2018
Q2 		$6.35M Buy
71,978
+705
+1% +$61.1K 0.39% 52
2018
Q1 		$6.33M Buy
71,273
+3,995
+6% +$350K 0.42% 53
2017
Q4 		$6.27M Buy
67,278
+3,407
+5% +$324K 0.4% 52
2017
Q3 		$5.84M Buy
63,871
+39,480
+162% +$3.66M 0.39% 51
2017
Q2 		$2.2M Buy
24,391
+17,390
+248% +$1.58M 0.16% 133
2017
Q1 		$608K Hold
7,001
– – 0.04% 315
2016
Q4 		$587K Sell
7,001
-235
-3% -$18.9K 0.04% 326
2016
Q3 		$577K Hold
7,236
– – 0.05% 325
2016
Q2 		$610K Sell
7,236
-2,702
-27% -$209K 0.05% 318
2016
Q1 		$767K Hold
9,938
– – 0.07% 250
2015
Q4 		$678K Buy
9,938
+235
+2% +$16.2K 0.07% 257
2015
Q3 		$664K Hold
9,703
– – 0.07% 254
2015
Q2 		$616K Hold
9,703
– – 0.06% 301
2015
Q1 		$666K Hold
9,703
– – 0.07% 283
2014
Q4 		$713K Hold
9,703
– – 0.08% 246
2014
Q3 		$628K Hold
9,703
– – 0.08% 257
2014
Q2 		$643K Hold
9,703
– – 0.09% 255
2014
Q1 		$613K Hold
9,703
– – 0.09% 259
2013
Q4 		$548K Hold
9,703
– – 0.08% 283
2013
Q3 		$545K Hold
9,703
– – 0.09% 255
2013
Q2 		$553K Buy
+9,703
New +$572K 0.1% 221

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Shelton Capital Management's DTE Position: Q4 2020 in Review

Shelton Capital Management sold out of DTE Energy (DTE) in Q4 2020, closing a stake of 11,113 shares — an estimated $1.09M sold.

Shelton Capital Management first reported a position in DTE in Q2 2013 and held it in 27 quarters. The position peaked at $6.35M in Q2 2018. 676 funds tracked by Wall St. Rank hold DTE as of Q4 2020.

  • Shelton Capital Management reported no remaining DTE Energy position as of Q4 2020 after selling out during the quarter.
  • Shelton Capital Management sold 11,113 DTE Energy shares in Q4 2020, an estimated $1.09M.
  • Shelton Capital Management first reported a position in DTE Energy in Q2 2013 and held it in 27 quarters.
  • Shelton Capital Management's DTE Energy position peaked at $6.35M in Q2 2018.
  • 676 funds tracked by Wall St. Rank held DTE Energy as of Q4 2020.

Based on Shelton Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.