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VisionPoint Advisory Group’s DTE Energy DTE Stock Holding History

VisionPoint Advisory 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
Q1 		– Sell
-20,389
Closed -$2.25M – 127
2019
Q4 		$2.25M Buy
20,389
+2,092
+11% +$226K 0.94% 29
2019
Q3 		$2.06M Buy
18,297
+1,613
+10% +$178K 0.56% 31
2019
Q2 		$1.82M Buy
16,684
+990
+6% +$106K 0.52% 32
2019
Q1 		$1.67M Buy
+15,694
New +$1.58M 0.47% 39

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VisionPoint Advisory Group's DTE Position: Q1 2020 in Review

VisionPoint Advisory Group sold out of DTE Energy (DTE) in Q1 2020, closing a stake of 20,389 shares — an estimated $2.25M sold.

VisionPoint Advisory Group first reported a position in DTE in Q1 2019 and held it in 4 quarters. The position peaked at $2.25M in Q4 2019. 620 funds tracked by Wall St. Rank hold DTE as of Q1 2020.

  • VisionPoint Advisory Group reported no remaining DTE Energy position as of Q1 2020 after selling out during the quarter.
  • VisionPoint Advisory Group sold 20,389 DTE Energy shares in Q1 2020, an estimated $2.25M.
  • VisionPoint Advisory Group first reported a position in DTE Energy in Q1 2019 and held it in 4 quarters.
  • VisionPoint Advisory Group's DTE Energy position peaked at $2.25M in Q4 2019.
  • 620 funds tracked by Wall St. Rank held DTE Energy as of Q1 2020.

Based on VisionPoint Advisory Group's 13F filing for Q1 2020, filed 15 May 2020.