J2 Capital Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $335K | Hold |
2,528
| – | – | 0.27% | 90 |
|
2025
Q1 | $350K | Hold |
2,528
| – | – | 0.32% | 72 |
|
2024
Q4 | $305K | Buy |
+2,528
| New | +$305K | 0.29% | 85 |
|
2023
Q3 | $269K | Buy |
2,712
+184
| +7% | +$18.3K | 0.34% | 85 |
|
2023
Q2 | $278K | Hold |
2,528
| – | – | 0.33% | 85 |
|
2023
Q1 | $277K | Hold |
2,528
| – | – | 0.43% | 69 |
|
2022
Q4 | $297K | Hold |
2,528
| – | – | 0.51% | 57 |
|
2022
Q3 | $291K | Hold |
2,528
| – | – | 0.55% | 46 |
|
2022
Q2 | $320K | Hold |
2,528
| – | – | 0.49% | 45 |
|
2022
Q1 | $334K | Hold |
2,528
| – | – | 0.37% | 60 |
|
2021
Q4 | $302K | Buy |
+2,528
| New | +$302K | 0.29% | 77 |
|