UFG
DTE icon

United Fire Group’s DTE Energy DTE Stock Holding History

United Fire Group’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
Q4 		– Sell
-9,400
Closed -$920K – 100
2020
Q3 		$920K Hold
9,400
– – 0.46% 47
2020
Q2 		$860K Hold
9,400
– – 0.42% 47
2020
Q1 		$760K Hold
9,400
– – 0.37% 47
2019
Q4 		$1.04M Buy
+9,400
New +$1.01M 0.35% 46

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

United Fire Group's DTE Position: Q4 2020 in Review

United Fire Group sold out of DTE Energy (DTE) in Q4 2020, closing a stake of 9,400 shares — an estimated $920K sold.

United Fire Group first reported a position in DTE in Q4 2019 and held it in 4 quarters. The position peaked at $1.04M in Q4 2019. 676 funds tracked by Wall St. Rank hold DTE as of Q4 2020.

  • United Fire Group reported no remaining DTE Energy position as of Q4 2020 after selling out during the quarter.
  • United Fire Group sold 9,400 DTE Energy shares in Q4 2020, an estimated $920K.
  • United Fire Group first reported a position in DTE Energy in Q4 2019 and held it in 4 quarters.
  • United Fire Group's DTE Energy position peaked at $1.04M in Q4 2019.
  • 676 funds tracked by Wall St. Rank held DTE Energy as of Q4 2020.

Based on United Fire Group's 13F filing for Q4 2020, filed 12 Feb 2021.