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Wealthspire Advisors (Maryland)’s DTE Energy DTE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-618
Closed -$66K – 868
2019
Q1 		$66K Sell
618
-27
-4% -$2.73K 0.01% 790
2018
Q4 		$61K Buy
645
+9
+1% +$879 0.01% 771
2018
Q3 		$59K Buy
636
+18
+3% +$1.68K ﹤0.01% 906
2018
Q2 		$55K Buy
618
+11
+2% +$953 0.01% 935
2018
Q1 		$54K Buy
607
+22
+4% +$1.93K 0.01% 945
2017
Q4 		$55K Buy
585
+141
+32% +$13.4K 0.01% 962
2017
Q3 		$41K Buy
444
+14
+3% +$1.3K ﹤0.01% 1047
2017
Q2 		$39K Sell
430
-120
-22% -$10.9K ﹤0.01% 1026
2017
Q1 		$48K Buy
550
+39
+8% +$3.3K 0.01% 811
2016
Q4 		$43K Buy
511
+43
+9% +$3.46K 0.01% 813
2016
Q3 		$37K Sell
468
-2
-0.4% -$163 0.01% 867
2016
Q2 		$40K Sell
470
-273
-37% -$21.1K 0.01% 792
2016
Q1 		$57K Buy
743
+228
+44% +$16.5K 0.01% 668
2015
Q4 		$35K Buy
+515
New +$35.5K 0.01% 806

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DTE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of DTE Energy (DTE) in Q2 2019, closing a stake of 618 shares — an estimated $66K sold.

Wealthspire Advisors (Maryland) first reported a position in DTE in Q4 2015 and held it in 14 quarters. The position peaked at $66K in Q1 2019. 650 funds tracked by Wall St. Rank hold DTE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining DTE Energy position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 618 DTE Energy shares in Q2 2019, an estimated $66K.
  • Wealthspire Advisors (Maryland) first reported a position in DTE Energy in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s DTE Energy position peaked at $66K in Q1 2019.
  • 650 funds tracked by Wall St. Rank held DTE Energy as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.