JFG
DTE icon

Jefferies Financial Group’s DTE Energy DTE Stock Holding History

Jefferies Financial Group’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
2023
Q3 		– Sell
-4,038
Closed -$444K – 1692
2023
Q2 		$444K Buy
+4,038
New +$450K ﹤0.01% 1216

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jefferies Financial Group's DTE Position: Q3 2023 in Review

Jefferies Financial Group sold out of DTE Energy (DTE) in Q3 2023, closing a stake of 4,038 shares — an estimated $444K sold.

Jefferies Financial Group first reported a position in DTE in Q2 2023 and held it in 1 quarter. The position peaked at $444K in Q2 2023. 712 funds tracked by Wall St. Rank hold DTE as of Q3 2023.

  • Jefferies Financial Group reported no remaining DTE Energy position as of Q3 2023 after selling out during the quarter.
  • Jefferies Financial Group sold 4,038 DTE Energy shares in Q3 2023, an estimated $444K.
  • Jefferies Financial Group first reported a position in DTE Energy in Q2 2023 and held it in 1 quarter.
  • Jefferies Financial Group's DTE Energy position peaked at $444K in Q2 2023.
  • 712 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.

Based on Jefferies Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.