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Jeppson Wealth Management’s DTE Energy DTE Stock Holding History

Jeppson Wealth Management’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
Q4 		– Sell
-470
Closed -$46K – 212
2020
Q3 		$46K Buy
+470
New +$45.9K 0.04% 229

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jeppson Wealth Management's DTE Position: Q4 2020 in Review

Jeppson Wealth Management sold out of DTE Energy (DTE) in Q4 2020, closing a stake of 470 shares — an estimated $46K sold.

Jeppson Wealth Management first reported a position in DTE in Q3 2020 and held it in 1 quarter. The position peaked at $46K in Q3 2020. 676 funds tracked by Wall St. Rank hold DTE as of Q4 2020.

  • Jeppson Wealth Management reported no remaining DTE Energy position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 470 DTE Energy shares in Q4 2020, an estimated $46K.
  • Jeppson Wealth Management first reported a position in DTE Energy in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's DTE Energy position peaked at $46K in Q3 2020.
  • 676 funds tracked by Wall St. Rank held DTE Energy as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.