WCM
DTE icon

Windsor Capital Management’s DTE Energy DTE Stock Holding History

Windsor 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
2015
Q4 		– Sell
-646
Closed -$44K – 173
2015
Q3 		$44K Buy
+646
New +$43.2K 0.03% 178
2014
Q1 		– Sell
-576
Closed -$33K – 127
2013
Q4 		$33K Buy
576
+6
+1% +$344 0.02% 209
2013
Q3 		$32K Buy
570
+5
+0.9% +$290 0.02% 220
2013
Q2 		$32K Buy
+565
New +$33.3K 0.02% 210

Other funds holding DTE

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Windsor Capital Management's DTE Position: Q4 2015 in Review

Windsor Capital Management sold out of DTE Energy (DTE) in Q4 2015, closing a stake of 646 shares — an estimated $44K sold.

Windsor Capital Management first reported a position in DTE in Q2 2013 and held it in 4 quarters. The position peaked at $44K in Q3 2015. 491 funds tracked by Wall St. Rank hold DTE as of Q4 2015.

  • Windsor Capital Management reported no remaining DTE Energy position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 646 DTE Energy shares in Q4 2015, an estimated $44K.
  • Windsor Capital Management first reported a position in DTE Energy in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's DTE Energy position peaked at $44K in Q3 2015.
  • 491 funds tracked by Wall St. Rank held DTE Energy as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.