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Sowell Financial Services’s DTE Energy DTE Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-432
Closed -$52K – 1099
2021
Q1 		$52K Sell
432
-720
-63% -$75.6K ﹤0.01% 1639
2020
Q4 		$119K Sell
1,152
-337
-23% -$35.5K 0.01% 1080
2020
Q3 		$146K Buy
1,489
+379
+34% +$37K 0.01% 838
2020
Q2 		$102K Buy
1,110
+11
+1% +$973 0.01% 957
2020
Q1 		$89K Sell
1,099
-4,742
-81% -$481K 0.01% 880
2019
Q4 		$646K Buy
5,841
+4,215
+259% +$455K 0.05% 371
2019
Q3 		$184K Buy
+1,626
New +$180K 0.02% 670
2017
Q1 		– Sell
-864
Closed -$72K – 329
2016
Q4 		$72K Buy
+864
New +$69.5K 0.02% 302

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 $846B AUM 46.74% 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
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

Sowell Financial Services's DTE Position: Q2 2021 in Review

Sowell Financial Services sold out of DTE Energy (DTE) in Q2 2021, closing a stake of 432 shares — an estimated $52K sold.

Sowell Financial Services first reported a position in DTE in Q4 2016 and held it in 8 quarters. The position peaked at $646K in Q4 2019. 686 funds tracked by Wall St. Rank hold DTE as of Q2 2021.

  • Sowell Financial Services reported no remaining DTE Energy position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 432 DTE Energy shares in Q2 2021, an estimated $52K.
  • Sowell Financial Services first reported a position in DTE Energy in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's DTE Energy position peaked at $646K in Q4 2019.
  • 686 funds tracked by Wall St. Rank held DTE Energy as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.