Neo Ivy Capital Management’s DTE Energy DTE Stock Holding History

Neo Ivy Capital 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
2025 Q1	–	Sell	-2,991	Closed	-$361K	–	321
2024 Q4	$361K	Sell	2,991 -11,747	-80%	-$1.45M	0.07%	181
2024 Q3	$1.89M	Buy	+14,738	New	+$1.78M	0.61%	59
2022 Q4	$723K	Buy	+6,150	New	+$697K	0.49%	69
2021 Q3	–	Sell	-2,949	Closed	-$325K	–	509
2021 Q2	$325K	Buy	2,949 +534	+22%	+$62.5K	0.33%	114
2021 Q1	$274K	Buy	+2,415	New	+$254K	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	+$475K	0.36%	127

Other funds holding DTE

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Neo Ivy Capital Management's DTE Position: Q1 2025 in Review

Neo Ivy Capital Management sold out of DTE Energy (DTE) in Q1 2025, closing a stake of 2,991 shares — an estimated $361K sold.

Neo Ivy Capital Management first reported a position in DTE in Q4 2018 and held it in 7 quarters. The position peaked at $1.89M in Q3 2024. 921 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

Neo Ivy Capital Management reported no remaining DTE Energy position as of Q1 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 2,991 DTE Energy shares in Q1 2025, an estimated $361K.
Neo Ivy Capital Management first reported a position in DTE Energy in Q4 2018 and held it in 7 quarters.
Neo Ivy Capital Management's DTE Energy position peaked at $1.89M in Q3 2024.
921 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on Neo Ivy Capital Management's 13F filing for Q1 2025, filed 6 May 2025.