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Luminus Management’s DTE Energy DTE Stock Holding History

Luminus 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 		– Sell
-11,722
Closed -$947K – 58
2020
Q1 		$947K Sell
11,722
-343,862
-97% -$34.9M 0.1% 85
2019
Q4 		$39.3M Buy
+355,584
New +$38.4M 1.64% 18
2016
Q4 		– Sell
-113,407
Closed -$9.04M – 143
2016
Q3 		$9.04M Sell
113,407
-90,221
-44% -$7.35M 0.23% 73
2016
Q2 		$17.2M Buy
203,628
+52,875
+35% +$4.09M 0.49% 46
2016
Q1 		$11.6M Sell
150,753
-132,014
-47% -$9.54M 0.39% 53
2015
Q4 		$19.3M Buy
+282,767
New +$19.5M 0.72% 40

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Luminus Management's DTE Position: Q2 2020 in Review

Luminus Management sold out of DTE Energy (DTE) in Q2 2020, closing a stake of 11,722 shares — an estimated $947K sold.

Luminus Management first reported a position in DTE in Q4 2015 and held it in 6 quarters. The position peaked at $39.3M in Q4 2019. 622 funds tracked by Wall St. Rank hold DTE as of Q2 2020.

  • Luminus Management reported no remaining DTE Energy position as of Q2 2020 after selling out during the quarter.
  • Luminus Management sold 11,722 DTE Energy shares in Q2 2020, an estimated $947K.
  • Luminus Management first reported a position in DTE Energy in Q4 2015 and held it in 6 quarters.
  • Luminus Management's DTE Energy position peaked at $39.3M in Q4 2019.
  • 622 funds tracked by Wall St. Rank held DTE Energy as of Q2 2020.

Based on Luminus Management's 13F filing for Q2 2020, filed 14 Aug 2020.