JG
DTE icon

Jefferies Group’s DTE Energy DTE Stock Holding History

Jefferies 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
2020
Q2 		– Sell
-23,265
Closed -$1.88M – 1495
2020
Q1 		$1.88M Buy
23,265
+7,990
+52% +$811K 0.02% 719
2019
Q4 		$1.69M Sell
15,275
-3,525
-19% -$380K 0.01% 1143
2019
Q3 		$2.13M Buy
18,800
+16,097
+596% +$1.78M 0.02% 1047
2019
Q2 		$294K Buy
2,703
+353
+15% +$37.9K ﹤0.01% 1931
2019
Q1 		$249K Buy
+2,350
New +$237K ﹤0.01% 1865
2018
Q1 		– Sell
-7,403
Closed -$690K – 2323
2017
Q4 		$690K Hold
7,403
– – ﹤0.01% 1573
2017
Q3 		$676K Buy
+7,403
New +$686K ﹤0.01% 1480
2017
Q2 		– Sell
-11,750
Closed -$1.02M – 2257
2017
Q1 		$1.02M Hold
11,750
– – 0.01% 1269
2016
Q4 		$985K Sell
11,750
-23,500
-67% -$1.89M 0.01% 1288
2016
Q3 		$2.81M Buy
+35,250
New +$2.87M 0.01% 776
2016
Q1 		– Sell
-11,750
Closed -$802K – 2297
2015
Q4 		$802K Buy
11,750
+6,110
+108% +$421K ﹤0.01% 1274
2015
Q3 		$386K Buy
+5,640
New +$377K ﹤0.01% 1628
2015
Q1 		– Sell
-10,223
Closed -$751K – 2158
2014
Q4 		$751K Hold
10,223
– – ﹤0.01% 1098
2014
Q3 		$662K Buy
+10,223
New +$662K ﹤0.01% 1204
2014
Q2 		– Sell
-10,223
Closed -$646K – 2142
2014
Q1 		$646K Hold
10,223
– – 0.01% 1135
2013
Q4 		$578K Buy
+10,223
New +$586K ﹤0.01% 1081

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

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.