WCM
DTE icon

Wealthcare Capital Management’s DTE Energy DTE Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-75
Closed -$9K – 233
2021
Q1 		$9K Buy
+75
New +$7.87K ﹤0.01% 288
2020
Q1 		– Sell
-13
Closed -$1K – 361
2019
Q4 		$1K Buy
+13
New +$1.4K ﹤0.01% 627

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Wealthcare Capital Management's DTE Position: Q2 2021 in Review

Wealthcare Capital Management sold out of DTE Energy (DTE) in Q2 2021, closing a stake of 75 shares — an estimated $9K sold.

Wealthcare Capital Management first reported a position in DTE in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q1 2021. 685 funds tracked by Wall St. Rank hold DTE as of Q2 2021.

  • Wealthcare Capital Management reported no remaining DTE Energy position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 75 DTE Energy shares in Q2 2021, an estimated $9K.
  • Wealthcare Capital Management first reported a position in DTE Energy in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's DTE Energy position peaked at $9K in Q1 2021.
  • 685 funds tracked by Wall St. Rank held DTE Energy as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.