JP Morgan Private Wealth Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $560K | Buy |
+5,640
| New | +$607K | ﹤0.01% | 1205 |
|
|
2023
Q2 | – | Sell |
-7,082
| Closed | -$776K | – | 1593 |
|
|
2023
Q1 | $776K | Sell |
7,082
-897
| -11% | -$100K | ﹤0.01% | 1286 |
|
|
2022
Q4 | $938K | Sell |
7,979
-529
| -6% | -$60K | ﹤0.01% | 1178 |
|
|
2022
Q3 | $979K | Sell |
8,508
-844
| -9% | -$109K | ﹤0.01% | 1145 |
|
|
2022
Q2 | $1.19M | Buy |
9,352
+29
| +0.3% | +$3.78K | ﹤0.01% | 1046 |
|
|
2022
Q1 | $1.23M | Buy |
9,323
+1,180
| +14% | +$144K | ﹤0.01% | 1113 |
|
|
2021
Q4 | $973K | Buy |
8,143
+1,222
| +18% | +$140K | ﹤0.01% | 1253 |
|
|
2021
Q3 | $773K | Buy |
6,921
+1,677
| +32% | +$197K | ﹤0.01% | 1322 |
|
|
2021
Q2 | $578K | Buy |
5,244
+2,274
| +77% | +$266K | ﹤0.01% | 1424 |
|
|
2021
Q1 | $337K | Sell |
2,970
-980
| -25% | -$103K | ﹤0.01% | 1476 |
|
|
2020
Q4 | $408K | Buy |
3,950
+836
| +27% | +$88.1K | ﹤0.01% | 1371 |
|
|
2020
Q3 | $305K | Sell |
3,114
-140
| -4% | -$13.7K | ﹤0.01% | 1358 |
|
|
2020
Q2 | $298K | Buy |
+3,254
| New | +$288K | ﹤0.01% | 1304 |
|
|
2020
Q1 | – | Sell |
-2,665
| Closed | -$295K | – | 1447 |
|
|
2019
Q4 | $295K | Buy |
+2,665
| New | +$287K | ﹤0.01% | 1247 |
|
|
2019
Q3 | – | Sell |
-2,007
| Closed | -$218K | – | 1440 |
|
|
2019
Q2 | $218K | Buy |
+2,007
| New | +$215K | ﹤0.01% | 1275 |
|
|
2018
Q3 | – | Sell |
-2,839
| Closed | -$251K | – | 1585 |
|
|
2018
Q2 | $251K | Buy |
+2,839
| New | +$246K | ﹤0.01% | 1278 |
|
|
2018
Q1 | – | Sell |
-3,897
| Closed | -$363K | – | 1316 |
|
|
2017
Q4 | $363K | Sell |
3,897
-580
| -13% | -$55.1K | ﹤0.01% | 981 |
|
|
2017
Q3 | $409K | Buy |
4,477
+449
| +11% | +$41.6K | ﹤0.01% | 920 |
|
|
2017
Q2 | $363K | Sell |
4,028
-73
| -2% | -$6.61K | ﹤0.01% | 945 |
|
|
2017
Q1 | $356K | Buy |
4,101
+30
| +0.7% | +$2.54K | ﹤0.01% | 1001 |
|
|
2016
Q4 | $342K | Buy |
4,071
+708
| +21% | +$56.9K | ﹤0.01% | 950 |
|
|
2016
Q3 | $268K | Sell |
3,363
-337
| -9% | -$27.5K | ﹤0.01% | 1037 |
|
|
2016
Q2 | $312K | Buy |
+3,700
| New | +$286K | ﹤0.01% | 959 |
|
|
2015
Q2 | – | Sell |
-3,432
| Closed | -$236K | – | 1070 |
|
|
2015
Q1 | $236K | Sell |
3,432
-142
| -4% | -$10.2K | ﹤0.01% | 978 |
|
|
2014
Q4 | $263K | Sell |
3,574
-24
| -0.7% | -$1.67K | ﹤0.01% | 920 |
|
|
2014
Q3 | $233K | Buy |
3,598
+48
| +1% | +$3.11K | ﹤0.01% | 925 |
|
|
2014
Q2 | $235K | Sell |
3,550
-115
| -3% | -$7.46K | ﹤0.01% | 767 |
|
|
2014
Q1 | $232K | Buy |
+3,665
| New | +$216K | ﹤0.01% | 782 |
|
Other funds holding DTE
JP Morgan Private Wealth Advisors's DTE Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in DTE Energy (DTE) in Q3 2023: 5,640 shares worth $560K. The stake represents ﹤0.01% of the portfolio and ranks #1205 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in DTE as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in DTE in Q1 2014 and has held it in 28 quarters since. The position peaked at $1.23M in Q1 2022. 713 funds tracked by Wall St. Rank hold DTE as of Q3 2023.
- JP Morgan Private Wealth Advisors held 5,640 shares of DTE Energy worth $560K as of Q3 2023.
- DTE Energy was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- DTE Energy made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1205 holding.
- JP Morgan Private Wealth Advisors first reported a position in DTE Energy in Q1 2014 and has held it in 28 quarters since.
- JP Morgan Private Wealth Advisors's DTE Energy position peaked at $1.23M in Q1 2022.
- 713 funds tracked by Wall St. Rank held DTE Energy as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.