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Weaver Consulting Group’s DTE Energy DTE Stock Holding History

Weaver Consulting 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
Q4 		– Sell
-264
Closed -$26K – 337
2020
Q3 		$26K Hold
264
– – 0.02% 362
2020
Q2 		$24K Hold
264
– – 0.01% 362
2020
Q1 		$21K Buy
264
+2
+0.8% +$203 0.01% 327
2019
Q4 		$30K Hold
262
– – 0.02% 306
2019
Q3 		$29K Hold
262
– – 0.02% 288
2019
Q2 		$29K Hold
262
– – 0.02% 282
2019
Q1 		$29K Buy
+262
New +$26.5K 0.01% 611

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Weaver Consulting Group's DTE Position: Q4 2020 in Review

Weaver Consulting Group sold out of DTE Energy (DTE) in Q4 2020, closing a stake of 264 shares — an estimated $26K sold.

Weaver Consulting Group first reported a position in DTE in Q1 2019 and held it in 7 quarters. The position peaked at $30K in Q4 2019. 676 funds tracked by Wall St. Rank hold DTE as of Q4 2020.

  • Weaver Consulting Group reported no remaining DTE Energy position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 264 DTE Energy shares in Q4 2020, an estimated $26K.
  • Weaver Consulting Group first reported a position in DTE Energy in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's DTE Energy position peaked at $30K in Q4 2019.
  • 676 funds tracked by Wall St. Rank held DTE Energy as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.