NEOS Investment 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 | $2.24M | Buy |
16,938
+3,566
| +27% | +$472K | 0.03% | 352 |
|
2025
Q1 | $1.85M | Buy |
13,372
+2,506
| +23% | +$347K | 0.04% | 339 |
|
2024
Q4 | $1.31M | Buy |
10,866
+2,486
| +30% | +$300K | 0.03% | 358 |
|
2024
Q3 | $1.08M | Buy |
8,380
+1,624
| +24% | +$209K | 0.03% | 359 |
|
2024
Q2 | $750K | Buy |
6,756
+1,992
| +42% | +$221K | 0.03% | 373 |
|
2024
Q1 | $534K | Buy |
4,764
+1,832
| +62% | +$205K | 0.03% | 367 |
|
2023
Q4 | $323K | Buy |
+2,932
| New | +$323K | 0.03% | 369 |
|