Jupiter Investment Management’s DTE Energy DTE Stock Holding History

Jupiter Investment 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 Q2	$8.05M	Sell	87,955 -552,445	-86%	-$48.9M	0.13%	157
2020 Q1	$51.8M	Buy	640,400 +13,568	+2%	+$1.38M	1.01%	26
2019 Q4	$69.3M	Buy	626,832 +583,281	+1,339%	+$62.9M	0.96%	21
2019 Q3	$4.93M	Buy	+43,551	New	+$4.81M	0.06%	239
2014 Q4	–	Sell	-154,556	Closed	-$10M	–	353
2014 Q3	$10M	Sell	154,556 -152,709	-50%	-$9.89M	0.49%	63
2014 Q2	$20.4M	Buy	307,265 +35,175	+13%	+$2.28M	1.14%	26
2014 Q1	$17.2M	Buy	272,090 +230,493	+554%	+$13.6M	1.16%	22
2013 Q4	$2.35M	Buy	41,597 +24,314	+141%	+$1.39M	0.2%	145
2013 Q3	$970K	Buy	+17,283	New	+$1M	0.09%	229

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jupiter Investment Management's DTE Position: Q2 2020 in Review

Jupiter Investment Management reduced its DTE Energy (DTE) stake by 86% in Q2 2020, selling an estimated $48.9M and leaving 87,955 shares worth $8.05M. The position accounts for 0.13% of the portfolio, ranked #157.

Jupiter Investment Management first reported a position in DTE in Q3 2013 and has held it in 9 quarters since. The position peaked at $69.3M in Q4 2019. 622 funds tracked by Wall St. Rank hold DTE as of Q2 2020.

Jupiter Investment Management held 87,955 shares of DTE Energy worth $8.05M as of Q2 2020.
Jupiter Investment Management sold 552,445 DTE Energy shares in Q2 2020, an estimated $48.9M.
DTE Energy made up 0.13% of Jupiter Investment Management's portfolio in Q2 2020, its #157 holding.
Jupiter Investment Management first reported a position in DTE Energy in Q3 2013 and has held it in 9 quarters since.
Jupiter Investment Management's DTE Energy position peaked at $69.3M in Q4 2019.
622 funds tracked by Wall St. Rank held DTE Energy as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.