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Woodley Farra Manion Portfolio Management’s DTE Energy DTE Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-95
Closed -$9K – 162
2020
Q2 		$9K Hold
95
– – ﹤0.01% 279
2020
Q1 		$8K Hold
95
– – ﹤0.01% 289
2019
Q4 		$11K Buy
+95
New +$10.2K ﹤0.01% 274

Other funds holding DTE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's DTE Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of DTE Energy (DTE) in Q3 2020, closing a stake of 95 shares — an estimated $9K sold.

Woodley Farra Manion Portfolio Management first reported a position in DTE in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 621 funds tracked by Wall St. Rank hold DTE as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining DTE Energy position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 95 DTE Energy shares in Q3 2020, an estimated $9K.
  • Woodley Farra Manion Portfolio Management first reported a position in DTE Energy in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's DTE Energy position peaked at $11K in Q4 2019.
  • 621 funds tracked by Wall St. Rank held DTE Energy as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.