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Sowa Financial Group’s DTE Energy DTE Stock Holding History

Sowa Financial Group’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
Q1 		– Sell
-241
Closed -$25K – 115
2020
Q4 		$25K Hold
241
– – 0.02% 169
2020
Q3 		$24K Hold
241
– – 0.02% 162
2020
Q2 		$22K Hold
241
– – 0.02% 165
2020
Q1 		$19K Hold
241
– – 0.02% 159
2019
Q4 		$27K Buy
+241
New +$26K 0.02% 146

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sowa Financial Group's DTE Position: Q1 2021 in Review

Sowa Financial Group sold out of DTE Energy (DTE) in Q1 2021, closing a stake of 241 shares — an estimated $25K sold.

Sowa Financial Group first reported a position in DTE in Q4 2019 and held it in 5 quarters. The position peaked at $27K in Q4 2019. 672 funds tracked by Wall St. Rank hold DTE as of Q1 2021.

  • Sowa Financial Group reported no remaining DTE Energy position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 241 DTE Energy shares in Q1 2021, an estimated $25K.
  • Sowa Financial Group first reported a position in DTE Energy in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's DTE Energy position peaked at $27K in Q4 2019.
  • 672 funds tracked by Wall St. Rank held DTE Energy as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.