TRUE Private Wealth Advisors’s DTE Energy DTE Stock Holding History

TRUE Private Wealth 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 Q1	–	Sell	-147	Closed	-$15K	–	360
2020 Q4	$15K	Hold	147	–	–	﹤0.01%	489
2020 Q3	$14K	Hold	147	–	–	﹤0.01%	450
2020 Q2	$13K	Hold	147	–	–	﹤0.01%	450
2020 Q1	$11K	Hold	147	–	–	﹤0.01%	431
2019 Q4	$16K	Buy	+147	New	+$15.9K	﹤0.01%	520
2019 Q3	–	Sell	-147	Closed	-$16K	–	357
2019 Q2	$16K	Buy	+147	New	+$15.8K	﹤0.01%	486
2018 Q4	–	Sell	-159	Closed	-$14.9K	–	415
2018 Q3	$14.9K	Buy	+159	New	+$14.8K	﹤0.01%	665

Other funds holding DTE

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

TRUE Private Wealth Advisors's DTE Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of DTE Energy (DTE) in Q1 2021, closing a stake of 147 shares — an estimated $15K sold.

TRUE Private Wealth Advisors first reported a position in DTE in Q3 2018 and held it in 7 quarters. The position peaked at $16K in Q4 2019. 672 funds tracked by Wall St. Rank hold DTE as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining DTE Energy position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 147 DTE Energy shares in Q1 2021, an estimated $15K.
TRUE Private Wealth Advisors first reported a position in DTE Energy in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's DTE Energy position peaked at $16K in Q4 2019.
672 funds tracked by Wall St. Rank held DTE Energy as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.