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Teamwork Financial Advisors’s DTE Energy DTE Stock Holding History

Teamwork Financial Advisors’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
Q4 		– Sell
-2,632
Closed -$294K – 296
2021
Q3 		$294K Buy
+2,632
New +$309K 0.06% 216

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Teamwork Financial Advisors's DTE Position: Q4 2021 in Review

Teamwork Financial Advisors sold out of DTE Energy (DTE) in Q4 2021, closing a stake of 2,632 shares — an estimated $294K sold.

Teamwork Financial Advisors first reported a position in DTE in Q3 2021 and held it in 1 quarter. The position peaked at $294K in Q3 2021. 703 funds tracked by Wall St. Rank hold DTE as of Q4 2021.

  • Teamwork Financial Advisors reported no remaining DTE Energy position as of Q4 2021 after selling out during the quarter.
  • Teamwork Financial Advisors sold 2,632 DTE Energy shares in Q4 2021, an estimated $294K.
  • Teamwork Financial Advisors first reported a position in DTE Energy in Q3 2021 and held it in 1 quarter.
  • Teamwork Financial Advisors's DTE Energy position peaked at $294K in Q3 2021.
  • 703 funds tracked by Wall St. Rank held DTE Energy as of Q4 2021.

Based on Teamwork Financial Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.