Jefferies Group’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-19,016
| Closed | -$2.12M | – | 1716 |
|
|
2021
Q3 | $2.12M | Sell |
19,016
-18,026
| -49% | -$2.11M | 0.02% | 741 |
|
|
2021
Q2 | $4.09M | Sell |
37,042
-40,167
| -52% | -$4.7M | 0.03% | 521 |
|
|
2021
Q1 | $8.75M | Buy |
77,209
+8,480
| +12% | +$890K | 0.08% | 221 |
|
|
2020
Q4 | $7.1M | Buy |
68,729
+62,854
| +1,070% | +$6.63M | 0.06% | 297 |
|
|
2020
Q3 | $575K | Buy |
+5,875
| New | +$574K | 0.01% | 947 |
|
|
2020
Q2 | – | Sell |
-29,921
| Closed | -$2.42M | – | 1496 |
|
|
2020
Q1 | $2.42M | Buy |
29,921
+29,333
| +4,989% | +$2.98M | 0.03% | 601 |
|
|
2019
Q4 | $65K | Sell |
588
-71,642
| -99% | -$7.73M | ﹤0.01% | 2427 |
|
|
2019
Q3 | $8.17M | Buy |
+72,230
| New | +$7.98M | 0.06% | 290 |
|
|
2019
Q2 | – | Sell |
-59,316
| Closed | -$6.37M | – | 2599 |
|
|
2019
Q1 | $6.3M | Buy |
59,316
+12,025
| +25% | +$1.21M | 0.05% | 355 |
|
|
2018
Q4 | $4.44M | Buy |
47,291
+6,414
| +16% | +$626K | 0.04% | 473 |
|
|
2018
Q3 | $3.8M | Buy |
40,877
+34,700
| +562% | +$3.23M | 0.02% | 653 |
|
|
2018
Q2 | $545K | Sell |
6,177
-47,153
| -88% | -$4.08M | ﹤0.01% | 1543 |
|
|
2018
Q1 | $4.74M | Buy |
53,330
+42,643
| +399% | +$3.74M | 0.03% | 493 |
|
|
2017
Q4 | $996K | Sell |
10,687
-25,558
| -71% | -$2.43M | ﹤0.01% | 1368 |
|
|
2017
Q3 | $3.31M | Sell |
36,245
-44,624
| -55% | -$4.13M | 0.02% | 698 |
|
|
2017
Q2 | $7.28M | Buy |
80,869
+52,490
| +185% | +$4.76M | 0.05% | 366 |
|
|
2017
Q1 | $2.47M | Buy |
28,379
+13,227
| +87% | +$1.12M | 0.02% | 805 |
|
|
2016
Q4 | $1.27M | Sell |
15,152
-6,852
| -31% | -$551K | 0.01% | 1143 |
|
|
2016
Q3 | $1.75M | Buy |
+22,004
| New | +$1.79M | 0.01% | 988 |
|
|
2016
Q1 | – | Sell |
-5,544
| Closed | -$378K | – | 2298 |
|
|
2015
Q4 | $378K | Buy |
5,544
+4,919
| +787% | +$339K | ﹤0.01% | 1674 |
|
|
2015
Q3 | $43K | Sell |
625
-29,214
| -98% | -$1.95M | ﹤0.01% | 2118 |
|
|
2015
Q2 | $1.9M | Buy |
29,839
+5,367
| +22% | +$359K | 0.01% | 940 |
|
|
2015
Q1 | $1.68M | Buy |
+24,472
| New | +$1.76M | 0.01% | 830 |
|
|
2014
Q4 | – | Sell |
-282
| Closed | -$19.6K | – | 2018 |
|
|
2014
Q3 | $18K | Sell |
282
-2,815
| -91% | -$182K | ﹤0.01% | 2039 |
|
|
2014
Q2 | $205K | Buy |
3,097
+2,400
| +344% | +$156K | ﹤0.01% | 1742 |
|
|
2014
Q1 | $44K | Sell |
697
-18,392
| -96% | -$1.08M | ﹤0.01% | 1905 |
|
|
2013
Q4 | $1.08M | Sell |
19,089
-12,023
| -39% | -$689K | 0.01% | 796 |
|
|
2013
Q3 | $1.75M | Buy |
31,112
+26,031
| +512% | +$1.51M | 0.02% | 659 |
|
|
2013
Q2 | $290K | Buy |
+5,081
| New | +$299K | ﹤0.01% | 1332 |
|
Other funds holding DTE
Jefferies Group's DTE Position: Q4 2021 in Review
Jefferies Group sold out of DTE Energy (DTE) in Q4 2021, closing a stake of 19,016 shares — an estimated $2.12M sold.
Jefferies Group first reported a position in DTE in Q2 2013 and held it in 29 quarters. The position peaked at $8.75M in Q1 2021. 703 funds tracked by Wall St. Rank hold DTE as of Q4 2021.
- Jefferies Group reported no remaining DTE Energy position as of Q4 2021 after selling out during the quarter.
- Jefferies Group sold 19,016 DTE Energy shares in Q4 2021, an estimated $2.12M.
- Jefferies Group first reported a position in DTE Energy in Q2 2013 and held it in 29 quarters.
- Jefferies Group's DTE Energy position peaked at $8.75M in Q1 2021.
- 703 funds tracked by Wall St. Rank held DTE Energy as of Q4 2021.
Based on Jefferies Group's 13F filing for Q4 2021, filed 14 Feb 2022.