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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
-13,865
Closed -$1.12M – 1497
2020
Q1 		$1.12M Buy
13,865
+117
+0.9% +$11.9K 0.01% 958
2019
Q4 		$1.52M Buy
13,748
+5,405
+65% +$583K 0.01% 1206
2019
Q3 		$944K Buy
8,343
+6,933
+492% +$766K 0.01% 1540
2019
Q2 		$153K Buy
1,410
+587
+71% +$63K ﹤0.01% 2208
2019
Q1 		$87K Buy
+823
New +$83.1K ﹤0.01% 2139

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.