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Sonora Investment Management’s DTE Energy DTE Stock Holding History

Sonora 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
Q3 		$127K Sell
1,135
-199
-15% -$23.3K 0.02% 268
2021
Q2 		$147K Buy
1,334
+1,305
+4,500% +$153K 0.02% 228
2021
Q1 		$3K Hold
29
– – ﹤0.01% 1626
2020
Q4 		$3K Hold
29
– – ﹤0.01% 1550
2020
Q3 		$3K Hold
29
– – ﹤0.01% 1574
2020
Q2 		$3K Sell
29
-206
-88% -$18.2K ﹤0.01% 1507
2020
Q1 		$19K Buy
+235
New +$23.8K ﹤0.01% 789
2019
Q2 		– Sell
-1,175
Closed -$125K – 1680
2019
Q1 		$125K Hold
1,175
– – 0.02% 286
2018
Q4 		$110K Buy
+1,175
New +$115K 0.02% 283

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sonora Investment Management's DTE Position: Q3 2021 in Review

Sonora Investment Management reduced its DTE Energy (DTE) stake by 15% in Q3 2021, selling an estimated $23.3K and leaving 1,135 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #268.

Sonora Investment Management first reported a position in DTE in Q4 2018 and has held it in 9 quarters since. The position peaked at $147K in Q2 2021. 653 funds tracked by Wall St. Rank hold DTE as of Q3 2021.

  • Sonora Investment Management held 1,135 shares of DTE Energy worth $127K as of Q3 2021.
  • Sonora Investment Management sold 199 DTE Energy shares in Q3 2021, an estimated $23.3K.
  • DTE Energy made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #268 holding.
  • Sonora Investment Management first reported a position in DTE Energy in Q4 2018 and has held it in 9 quarters since.
  • Sonora Investment Management's DTE Energy position peaked at $147K in Q2 2021.
  • 653 funds tracked by Wall St. Rank held DTE Energy as of Q3 2021.

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