WealthShield Partners’s DTE Energy DTE Stock Holding History

WealthShield Partners’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	-294	Closed	-$33K	–	869
2021 Q1	$33K	Buy	+294	New	+$30.9K	0.01%	549

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthShield Partners's DTE Position: Q2 2021 in Review

WealthShield Partners sold out of DTE Energy (DTE) in Q2 2021, closing a stake of 294 shares — an estimated $33K sold.

WealthShield Partners first reported a position in DTE in Q1 2021 and held it in 1 quarter. The position peaked at $33K in Q1 2021. 685 funds tracked by Wall St. Rank hold DTE as of Q2 2021.

WealthShield Partners reported no remaining DTE Energy position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 294 DTE Energy shares in Q2 2021, an estimated $33K.
WealthShield Partners first reported a position in DTE Energy in Q1 2021 and held it in 1 quarter.
WealthShield Partners's DTE Energy position peaked at $33K in Q1 2021.
685 funds tracked by Wall St. Rank held DTE Energy as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.