Weil Company’s DTE Energy DTE Stock Holding History

Weil Company’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 Q4	–	Sell	-294	Closed	-$33K	–	173
2019 Q3	$33K	Buy	+294	New	+$32.5K	0.02%	216

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Weil Company's DTE Position: Q4 2019 in Review

Weil Company sold out of DTE Energy (DTE) in Q4 2019, closing a stake of 294 shares — an estimated $33K sold.

Weil Company first reported a position in DTE in Q3 2019 and held it in 1 quarter. The position peaked at $33K in Q3 2019. 688 funds tracked by Wall St. Rank hold DTE as of Q4 2019.

Weil Company reported no remaining DTE Energy position as of Q4 2019 after selling out during the quarter.
Weil Company sold 294 DTE Energy shares in Q4 2019, an estimated $33K.
Weil Company first reported a position in DTE Energy in Q3 2019 and held it in 1 quarter.
Weil Company's DTE Energy position peaked at $33K in Q3 2019.
688 funds tracked by Wall St. Rank held DTE Energy as of Q4 2019.

Based on Weil Company's 13F filing for Q4 2019, filed 13 Feb 2020.