Taylor Hoffman Wealth Management’s DTE Energy DTE Stock Holding History

Taylor Hoffman Wealth 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 Q3	–	Sell	-1,160	Closed	-$106K	–	184
2020 Q2	$106K	Buy	+1,160	New	+$103K	0.07%	147
2020 Q1	–	Sell	-1,160	Closed	-$128K	–	187
2019 Q4	$128K	Hold	1,160	–	–	0.08%	143
2019 Q3	$131K	Hold	1,160	–	–	0.09%	138
2019 Q2	$126K	Sell	1,160 -998	-46%	-$107K	0.1%	138
2019 Q1	$229K	Hold	2,158	–	–	0.17%	110
2018 Q4	$203K	Hold	2,158	–	–	0.18%	97
2018 Q3	$200K	Hold	2,158	–	–	0.16%	101
2018 Q2	$190K	Hold	2,158	–	–	0.16%	101
2018 Q1	$192K	Hold	2,158	–	–	0.18%	101
2017 Q4	$201K	Buy	+2,158	New	+$205K	0.19%	97

Other funds holding DTE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Taylor Hoffman Wealth Management's DTE Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of DTE Energy (DTE) in Q3 2020, closing a stake of 1,160 shares — an estimated $106K sold.

Taylor Hoffman Wealth Management first reported a position in DTE in Q4 2017 and held it in 10 quarters. The position peaked at $229K in Q1 2019. 620 funds tracked by Wall St. Rank hold DTE as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining DTE Energy position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 1,160 DTE Energy shares in Q3 2020, an estimated $106K.
Taylor Hoffman Wealth Management first reported a position in DTE Energy in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's DTE Energy position peaked at $229K in Q1 2019.
620 funds tracked by Wall St. Rank held DTE Energy as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.