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Sun Life Financial’s DTE Energy DTE Stock Holding History

Sun Life Financial’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
-135
Closed -$15K – 197
2021
Q1 		$15K Hold
135
– – ﹤0.01% 320
2020
Q4 		$14K Sell
135
-1
-0.7% -$105 ﹤0.01% 310
2020
Q3 		$13K Buy
136
+2
+1% +$195 ﹤0.01% 305
2020
Q2 		$12K Hold
134
– – ﹤0.01% 269
2020
Q1 		$11K Buy
134
+7
+6% +$710 ﹤0.01% 251
2019
Q4 		$14K Sell
127
-48
-27% -$5.18K ﹤0.01% 258
2019
Q3 		$20K Buy
175
+2
+1% +$221 0.01% 396
2019
Q2 		$19K Sell
173
-191
-52% -$20.5K ﹤0.01% 397
2019
Q1 		$39K Sell
364
-225
-38% -$22.7K 0.01% 382
2018
Q4 		$55K Buy
589
+3
+0.5% +$293 0.01% 375
2018
Q3 		$54K Buy
586
+9
+2% +$839 0.01% 425
2018
Q2 		$51K Buy
577
+477
+477% +$41.3K 0.01% 425
2018
Q1 		$816 Sell
100
-362
-78% -$31.7K 0.01% 345
2017
Q4 		$43K Sell
462
-1,096
-70% -$104K ﹤0.01% 298
2017
Q3 		$142K Buy
1,558
+15
+1% +$1.39K 0.01% 288
2017
Q2 		$139K Buy
1,543
+1,531
+12,758% +$139K 0.01% 282
2017
Q1 		$97 Buy
12
+1
+9% +$85 ﹤0.01% 398
2016
Q4 		$96 Buy
+11
New +$884 ﹤0.01% 354

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Sun Life Financial's DTE Position: Q2 2021 in Review

Sun Life Financial sold out of DTE Energy (DTE) in Q2 2021, closing a stake of 135 shares — an estimated $15K sold.

Sun Life Financial first reported a position in DTE in Q4 2016 and held it in 18 quarters. The position peaked at $142K in Q3 2017. 685 funds tracked by Wall St. Rank hold DTE as of Q2 2021.

  • Sun Life Financial reported no remaining DTE Energy position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 135 DTE Energy shares in Q2 2021, an estimated $15K.
  • Sun Life Financial first reported a position in DTE Energy in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's DTE Energy position peaked at $142K in Q3 2017.
  • 685 funds tracked by Wall St. Rank held DTE Energy as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.