Occudo Quantitative Strategies’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-17,973
Closed -$2.32M 786
2025
Q4
$2.32M Buy
17,973
+16,451
+1,081% +$2.23M 0.16% 195
2025
Q3
$215K Sell
1,522
-28,423
-95% -$3.89M 0.03% 569
2025
Q2
$3.97M Buy
+29,945
New +$4.03M 0.45% 56
2024
Q3
Sell
-10,330
Closed -$1.15M 787
2024
Q2
$1.15M Buy
10,330
+4,206
+69% +$470K 0.2% 144
2024
Q1
$687K Buy
+6,124
New +$661K 0.12% 243
2023
Q4
Sell
-2,800
Closed -$278K 889
2023
Q3
$278K Buy
+2,800
New +$301K 0.04% 691
2023
Q2
Sell
-49,322
Closed -$5.4M 1074
2023
Q1
$5.4M Buy
49,322
+47,343
+2,392% +$5.3M 0.49% 35
2022
Q4
$233K Sell
1,979
-2,660
-57% -$302K 0.03% 733
2022
Q3
$534K Buy
+4,639
New +$599K 0.04% 637
2022
Q1
Sell
-11,438
Closed -$1.37M 1168
2021
Q4
$1.37M Sell
11,438
-4,859
-30% -$556K 0.12% 256
2021
Q3
$1.82M Buy
+16,297
New +$1.91M 0.22% 100

Other funds holding DTE