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tru Independence’s DTE Energy DTE Stock Holding History

tru Independence’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
-360
Closed -$37 – 405
2020
Q4 		$37 Buy
+360
New +$37.9K ﹤0.01% 504
2020
Q3 		– Sell
-78
Closed -$7 – 464
2020
Q2 		$7 Hold
78
– – ﹤0.01% 645
2020
Q1 		$6 Sell
78
-167,913
-100% -$17M ﹤0.01% 496
2019
Q4 		$4.18M Buy
+167,991
New +$18.1M 0.6% 58

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

tru Independence's DTE Position: Q1 2021 in Review

tru Independence sold out of DTE Energy (DTE) in Q1 2021, closing a stake of 360 shares — an estimated $37 sold.

tru Independence first reported a position in DTE in Q4 2019 and held it in 4 quarters. The position peaked at $4.18M in Q4 2019. 672 funds tracked by Wall St. Rank hold DTE as of Q1 2021.

  • tru Independence reported no remaining DTE Energy position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 360 DTE Energy shares in Q1 2021, an estimated $37.
  • tru Independence first reported a position in DTE Energy in Q4 2019 and held it in 4 quarters.
  • tru Independence's DTE Energy position peaked at $4.18M in Q4 2019.
  • 672 funds tracked by Wall St. Rank held DTE Energy as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.