Jacobs Levy Equity 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 | $4.31M | Buy |
32,557
+358
| +1% | +$47.4K | 0.02% | 468 |
|
|
2025
Q1 | $4.45M | Buy |
32,199
+23,001
| +250% | +$3.18M | 0.02% | 483 |
|
|
2024
Q4 | $1.11M | Hold |
9,198
| – | – | ﹤0.01% | 698 |
|
|
2024
Q3 | $1.18M | Sell |
9,198
-17,194
| -65% | -$2.21M | ﹤0.01% | 695 |
|
|
2024
Q2 | $2.93M | Sell |
26,392
-190,020
| -88% | -$21.1M | 0.01% | 539 |
|
|
2024
Q1 | $24.3M | Sell |
216,412
-78,230
| -27% | -$8.77M | 0.11% | 192 |
|
|
2023
Q4 | $32.5M | Buy |
294,642
+26,468
| +10% | +$2.92M | 0.16% | 142 |
|
|
2023
Q3 | $26.6M | Sell |
268,174
-26,140
| -9% | -$2.6M | 0.16% | 147 |
|
|
2023
Q2 | $32.4M | Sell |
294,314
-12,939
| -4% | -$1.42M | 0.19% | 141 |
|
|
2023
Q1 | $33.7M | Buy |
307,253
+14,429
| +5% | +$1.58M | 0.21% | 126 |
|
|
2022
Q4 | $34.4M | Buy |
292,824
+1,619
| +0.6% | +$190K | 0.23% | 128 |
|
|
2022
Q3 | $33.5M | Buy |
291,205
+146,615
| +101% | +$16.9M | 0.26% | 105 |
|
|
2022
Q2 | $18.3M | Buy |
144,590
+25,321
| +21% | +$3.21M | 0.14% | 179 |
|
|
2022
Q1 | $15.8M | Buy |
+119,269
| New | +$15.8M | 0.11% | 227 |
|
|
2020
Q1 | – | Sell |
-6,095
| Closed | -$674K | – | 1024 |
|
|
2019
Q4 | $674K | Sell |
6,095
-15,631
| -72% | -$1.73M | 0.01% | 744 |
|
|
2019
Q3 | $2.46M | Buy |
21,726
+6,345
| +41% | +$718K | 0.03% | 471 |
|
|
2019
Q2 | $1.67M | Sell |
15,381
-352
| -2% | -$38.3K | 0.02% | 554 |
|
|
2019
Q1 | $1.67M | Buy |
15,733
+6,415
| +69% | +$681K | 0.02% | 555 |
|
|
2018
Q4 | $875K | Buy |
9,318
+270
| +3% | +$25.4K | 0.02% | 625 |
|
|
2018
Q3 | $840K | Sell |
9,048
-1,128
| -11% | -$105K | 0.01% | 677 |
|
|
2018
Q2 | $897K | Buy |
10,176
+2,292
| +29% | +$202K | 0.01% | 690 |
|
|
2018
Q1 | $701K | Hold |
7,884
| – | – | 0.01% | 714 |
|
|
2017
Q4 | $734K | Buy |
+7,884
| New | +$734K | 0.01% | 679 |
|
|
2017
Q3 | – | Sell |
-31,702
| Closed | -$2.85M | – | 965 |
|
|
2017
Q2 | $2.85M | Sell |
31,702
-108,981
| -77% | -$9.81M | 0.06% | 352 |
|
|
2017
Q1 | $12.2M | Sell |
140,683
-1,128
| -0.8% | -$98K | 0.25% | 130 |
|
|
2016
Q4 | $11.9M | Buy |
141,811
+72,039
| +103% | +$6.04M | 0.23% | 136 |
|
|
2016
Q3 | $5.56M | Buy |
69,772
+14,523
| +26% | +$1.16M | 0.1% | 248 |
|
|
2016
Q2 | $4.66M | Sell |
55,249
-963
| -2% | -$81.2K | 0.1% | 252 |
|
|
2016
Q1 | $4.34M | Buy |
+56,212
| New | +$4.34M | 0.09% | 247 |
|
|
2014
Q1 | – | Sell |
-36,554
| Closed | -$2.07M | – | 916 |
|
|
2013
Q4 | $2.07M | Sell |
36,554
-21,949
| -38% | -$1.24M | 0.03% | 427 |
|
|
2013
Q3 | $3.29M | Buy |
58,503
+26,308
| +82% | +$1.48M | 0.06% | 347 |
|
|
2013
Q2 | $1.84M | Buy |
+32,195
| New | +$1.84M | 0.03% | 437 |
|