DWM
JE

Dorchester Wealth Management’s Just Energy Group Inc JE Stock Holding History

Dorchester Wealth Management’s Portfolio JE Stock Details JE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-38,504
Closed -$181K – 162
2020
Q4 		$181K Sell
38,504
-86,410
-69% -$444K 0.05% 139
2020
Q3 		$650K Buy
+124,914
New +$1.44M 0.2% 67
2018
Q4 		– Sell
-4,036
Closed -$413K – 129
2018
Q3 		$413K Buy
4,036
+28
+0.7% +$3.1K 0.13% 81
2018
Q2 		$476K Sell
4,008
-26
-0.6% -$3.4K 0.16% 72
2018
Q1 		$587K Sell
4,034
-1,023
-20% -$152K 0.2% 71
2017
Q4 		$718K Buy
5,057
+1,203
+31% +$196K 0.23% 68
2017
Q3 		$737K Buy
3,854
+18
+0.5% +$3.25K 0.24% 66
2017
Q2 		$663K Buy
3,836
+1,269
+49% +$239K 0.23% 67
2017
Q1 		$532K Sell
2,567
-855
-25% -$164K 0.19% 72
2016
Q4 		$617K Buy
+3,422
New +$598K 0.22% 65

Other funds holding JE

SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CQS
Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return
NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return

Dorchester Wealth Management's JE Position: Q1 2021 in Review

Dorchester Wealth Management sold out of Just Energy Group Inc (JE) in Q1 2021, closing a stake of 38,504 shares — an estimated $181K sold.

Dorchester Wealth Management first reported a position in JE in Q4 2016 and held it in 10 quarters. The position peaked at $737K in Q3 2017. 6 funds tracked by Wall St. Rank hold JE as of Q1 2021.

  • Dorchester Wealth Management reported no remaining Just Energy Group Inc position as of Q1 2021 after selling out during the quarter.
  • Dorchester Wealth Management sold 38,504 Just Energy Group Inc shares in Q1 2021, an estimated $181K.
  • Dorchester Wealth Management first reported a position in Just Energy Group Inc in Q4 2016 and held it in 10 quarters.
  • Dorchester Wealth Management's Just Energy Group Inc position peaked at $737K in Q3 2017.
  • 6 funds tracked by Wall St. Rank held Just Energy Group Inc as of Q1 2021.

Based on Dorchester Wealth Management's 13F filing for Q1 2021, filed 20 Apr 2021.