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Weld Capital Management’s DTE Energy DTE Stock Holding History

Weld Capital Management’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
-14,845
Closed -$1.68M – 266
2021
Q1 		$1.68M Buy
14,845
+11,173
+304% +$1.17M 0.71% 29
2020
Q4 		$379K Sell
3,672
-3,642
-50% -$384K 0.15% 231
2020
Q3 		$716K Buy
+7,314
New +$715K 0.28% 111
2020
Q1 		– Sell
-29,248
Closed -$3.23M – 505
2019
Q4 		$3.23M Buy
+29,248
New +$3.15M 0.62% 2

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Weld Capital Management's DTE Position: Q2 2021 in Review

Weld Capital Management sold out of DTE Energy (DTE) in Q2 2021, closing a stake of 14,845 shares — an estimated $1.68M sold.

Weld Capital Management first reported a position in DTE in Q4 2019 and held it in 4 quarters. The position peaked at $3.23M in Q4 2019. 686 funds tracked by Wall St. Rank hold DTE as of Q2 2021.

  • Weld Capital Management reported no remaining DTE Energy position as of Q2 2021 after selling out during the quarter.
  • Weld Capital Management sold 14,845 DTE Energy shares in Q2 2021, an estimated $1.68M.
  • Weld Capital Management first reported a position in DTE Energy in Q4 2019 and held it in 4 quarters.
  • Weld Capital Management's DTE Energy position peaked at $3.23M in Q4 2019.
  • 686 funds tracked by Wall St. Rank held DTE Energy as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.