Neo Ivy 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
Q1 | – | Sell |
-2,991
| Closed | -$361K | – | 321 |
|
|
2024
Q4 | $361K | Sell |
2,991
-11,747
| -80% | -$1.42M | 0.07% | 181 |
|
|
2024
Q3 | $1.89M | Buy |
+14,738
| New | +$1.89M | 0.61% | 59 |
|
|
2022
Q4 | $723K | Buy |
+6,150
| New | +$723K | 0.49% | 69 |
|
|
2021
Q3 | – | Sell |
-2,949
| Closed | -$325K | – | 509 |
|
|
2021
Q2 | $325K | Buy |
2,949
+534
| +22% | +$58.9K | 0.33% | 114 |
|
|
2021
Q1 | $274K | Buy |
+2,415
| New | +$274K | 0.3% | 118 |
|
|
2020
Q4 | – | Sell |
-2,151
| Closed | -$210K | – | 458 |
|
|
2020
Q3 | $210K | Buy |
+2,151
| New | +$210K | 0.21% | 191 |
|
|
2019
Q1 | – | Sell |
-4,861
| Closed | -$456K | – | 310 |
|
|
2018
Q4 | $456K | Buy |
+4,861
| New | +$456K | 0.36% | 127 |
|