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JBJ Investment Partners’s DTE Energy DTE Stock Holding History

JBJ Investment Partners’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
Q4 		$250K Buy
2,093
+15
+0.7% +$1.72K 0.05% 56
2021
Q3 		$232K Sell
2,078
-340
-14% -$39.9K 0.05% 56
2021
Q2 		$267K Buy
+2,418
New +$283K 0.05% 54

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JBJ Investment Partners's DTE Position: Q4 2021 in Review

JBJ Investment Partners increased its DTE Energy (DTE) stake by 0.72% in Q4 2021, buying an estimated $1.72K and bringing the position to 2,093 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #56.

JBJ Investment Partners first reported a position in DTE in Q2 2021 and has held it in 3 quarters since. The position peaked at $267K in Q2 2021. 703 funds tracked by Wall St. Rank hold DTE as of Q4 2021.

  • JBJ Investment Partners held 2,093 shares of DTE Energy worth $250K as of Q4 2021.
  • JBJ Investment Partners bought 15 DTE Energy shares in Q4 2021, an estimated $1.72K.
  • DTE Energy made up 0.05% of JBJ Investment Partners's portfolio in Q4 2021, its #56 holding.
  • JBJ Investment Partners first reported a position in DTE Energy in Q2 2021 and has held it in 3 quarters since.
  • JBJ Investment Partners's DTE Energy position peaked at $267K in Q2 2021.
  • 703 funds tracked by Wall St. Rank held DTE Energy as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.