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Wealthfront’s DTE Energy DTE Stock Holding History

Wealthfront’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
2018
Q3 		$1.7M Buy
18,256
+947
+5% +$88.3K 0.02% 148
2018
Q2 		$1.53M Sell
17,309
-13,414
-44% -$1.16M 0.02% 161
2018
Q1 		$2.73M Buy
30,723
+21,304
+226% +$1.87M 0.03% 102
2017
Q4 		$877K Buy
9,419
+2,457
+35% +$233K 0.01% 245
2017
Q3 		$636K Buy
6,962
+837
+14% +$77.6K 0.01% 281
2017
Q2 		$551K Buy
6,125
+1,072
+21% +$97.1K 0.01% 254
2017
Q1 		$439K Buy
5,053
+413
+9% +$35K 0.01% 252
2016
Q4 		$389K Buy
4,640
+719
+18% +$57.8K 0.01% 244
2016
Q3 		$313K Buy
3,921
+459
+13% +$37.4K 0.01% 266
2016
Q2 		$292K Buy
3,462
+143
+4% +$11.1K 0.01% 265
2016
Q1 		$256K Buy
+3,319
New +$240K 0.01% 274
2015
Q4 		– Sell
-2,730
Closed -$187K – 482
2015
Q3 		$187K Buy
2,730
+1,482
+119% +$99.1K 0.01% 287
2015
Q2 		$79K Sell
1,248
-173
-12% -$11.6K ﹤0.01% 445
2015
Q1 		$98K Buy
1,421
+288
+25% +$20.7K ﹤0.01% 386
2014
Q4 		$83K Buy
1,133
+235
+26% +$16.3K ﹤0.01% 390
2014
Q3 		$58K Buy
898
+213
+31% +$13.8K ﹤0.01% 383
2014
Q2 		$44K Buy
685
+168
+32% +$10.9K ﹤0.01% 387
2014
Q1 		$33K Buy
+517
New +$30.5K ﹤0.01% 352

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wealthfront's DTE Position: Q3 2018 in Review

Wealthfront increased its DTE Energy (DTE) stake by 5.5% in Q3 2018, buying an estimated $88.3K and bringing the position to 18,256 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #148.

Wealthfront first reported a position in DTE in Q1 2014 and has held it in 18 quarters since. The position peaked at $2.73M in Q1 2018. 629 funds tracked by Wall St. Rank hold DTE as of Q3 2018.

  • Wealthfront held 18,256 shares of DTE Energy worth $1.7M as of Q3 2018.
  • Wealthfront bought 947 DTE Energy shares in Q3 2018, an estimated $88.3K.
  • DTE Energy made up 0.02% of Wealthfront's portfolio in Q3 2018, its #148 holding.
  • Wealthfront first reported a position in DTE Energy in Q1 2014 and has held it in 18 quarters since.
  • Wealthfront's DTE Energy position peaked at $2.73M in Q1 2018.
  • 629 funds tracked by Wall St. Rank held DTE Energy as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.