Vantage Investment Advisors’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$150K Buy
1,614
+11
+0.7% +$1.02K 0.03% 174
2018
Q2
$141K Buy
1,603
+13
+0.8% +$1.13K 0.03% 174
2018
Q1
$141K Buy
1,590
+13
+0.8% +$1.14K 0.04% 168
2017
Q4
$147K Buy
1,577
+12
+0.8% +$1.14K 0.03% 170
2017
Q3
$143K Buy
1,565
+10
+0.6% +$927 0.04% 160
2017
Q2
$140K Buy
1,555
+12
+0.8% +$1.09K 0.04% 152
2017
Q1
$134K Buy
1,543
+12
+0.8% +$1.02K 0.04% 151
2016
Q4
$128K Buy
1,531
+12
+0.8% +$965 0.05% 146
2016
Q3
$121K Buy
1,519
+10
+0.7% +$815 0.05% 147
2016
Q2
$127K Buy
1,509
+12
+0.8% +$928 0.05% 148
2016
Q1
$115K Buy
1,497
+13
+0.9% +$939 0.05% 151
2015
Q4
$101K Buy
1,484
+12
+0.8% +$826 0.05% 160
2015
Q3
$101K Buy
1,472
+13
+0.9% +$869 0.06% 149
2015
Q2
$93K Sell
1,459
-1,437
-50% -$96.1K 0.05% 176
2015
Q1
$199K Buy
2,896
+1,458
+101% +$105K 0.06% 158
2014
Q4
$106K Buy
1,438
+13
+0.9% +$903 0.06% 154
2014
Q3
$92K Buy
1,425
+10
+0.7% +$648 0.06% 168
2014
Q2
$94K Buy
1,415
+12
+0.9% +$779 0.06% 172
2014
Q1
$89K Buy
1,403
+13
+0.9% +$766 0.06% 168
2013
Q4
$79K Buy
+1,390
New +$79.7K 0.05% 175

Other funds holding DTE

Vantage Investment Advisors's DTE Position: Q3 2018 in Review

Vantage Investment Advisors increased its DTE Energy (DTE) stake by 0.69% in Q3 2018, buying an estimated $1.02K and bringing the position to 1,614 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #174.

Vantage Investment Advisors first reported a position in DTE in Q4 2013 and has held it in 20 quarters since. The position peaked at $199K in Q1 2015. 628 funds tracked by Wall St. Rank hold DTE as of Q3 2018.

  • Vantage Investment Advisors held 1,614 shares of DTE Energy worth $150K as of Q3 2018.
  • Vantage Investment Advisors bought 11 DTE Energy shares in Q3 2018, an estimated $1.02K.
  • DTE Energy made up 0.03% of Vantage Investment Advisors's portfolio in Q3 2018, its #174 holding.
  • Vantage Investment Advisors first reported a position in DTE Energy in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's DTE Energy position peaked at $199K in Q1 2015.
  • 628 funds tracked by Wall St. Rank held DTE Energy as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.