Simplex Trading’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 | – | Hold |
0
| – | – | – | 2827 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2750 |
|
|
2024
Q4 | – | Sell |
-4,785
| Closed | -$614K | – | 2820 |
|
|
2024
Q3 | $614K | Buy |
+4,785
| New | +$614K | ﹤0.01% | 561 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2788 |
|
|
2024
Q1 | – | Sell |
-1,429
| Closed | -$157K | – | 2752 |
|
|
2023
Q4 | $157K | Sell |
1,429
-13,813
| -91% | -$1.52M | ﹤0.01% | 1038 |
|
|
2023
Q3 | $1.51M | Buy |
15,242
+14,301
| +1,520% | +$1.42M | ﹤0.01% | 274 |
|
|
2023
Q2 | $103K | Buy |
+941
| New | +$103K | ﹤0.01% | 1034 |
|
|
2023
Q1 | – | Sell |
-274
| Closed | -$32K | – | 2745 |
|
|
2022
Q4 | $32K | Buy |
+274
| New | +$32K | ﹤0.01% | 1444 |
|
|
2022
Q3 | – | Sell |
-2,763
| Closed | -$350K | – | 3071 |
|
|
2022
Q2 | $350K | Buy |
+2,763
| New | +$350K | ﹤0.01% | 668 |
|
|
2022
Q1 | – | Sell |
-240
| Closed | -$28K | – | 3203 |
|
|
2021
Q4 | $28K | Buy |
+240
| New | +$28K | ﹤0.01% | 2057 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3025 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3082 |
|
|
2021
Q1 | – | Sell |
-502
| Closed | -$51K | – | 2783 |
|
|
2020
Q4 | $51K | Buy |
+502
| New | +$51K | ﹤0.01% | 1538 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2382 |
|
|
2020
Q2 | – | Sell |
-6,231
| Closed | -$503K | – | 2265 |
|
|
2020
Q1 | $503K | Buy |
6,231
+5,588
| +869% | +$451K | ﹤0.01% | 455 |
|
|
2019
Q4 | $71K | Sell |
643
-5,216
| -89% | -$576K | ﹤0.01% | 1123 |
|
|
2019
Q3 | $662K | Buy |
5,859
+1,677
| +40% | +$189K | ﹤0.01% | 321 |
|
|
2019
Q2 | $455K | Buy |
+4,182
| New | +$455K | ﹤0.01% | 439 |
|
|
2019
Q1 | – | Sell |
-3,472
| Closed | -$325K | – | 2077 |
|
|
2018
Q4 | $325K | Buy |
+3,472
| New | +$325K | ﹤0.01% | 483 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2262 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 2276 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2196 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2123 |
|
|
2017
Q3 | – | Sell |
-2,128
| Closed | -$191K | – | 2001 |
|
|
2017
Q2 | $191K | Buy |
+2,128
| New | +$191K | 0.01% | 656 |
|
|
2017
Q1 | – | Sell |
-5,626
| Closed | -$471K | – | 2067 |
|
|
2016
Q4 | $471K | Buy |
+5,626
| New | +$471K | 0.03% | 337 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1890 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1957 |
|
|
2016
Q1 | – | Sell |
-42
| Closed | -$2K | – | 1909 |
|
|
2015
Q4 | $2K | Sell |
42
-10,354
| -100% | -$493K | ﹤0.01% | 1569 |
|
|
2015
Q3 | $711K | Sell |
10,396
-6,774
| -39% | -$463K | 0.05% | 164 |
|
|
2015
Q2 | $1.09M | Buy |
17,170
+13,812
| +411% | +$877K | 0.09% | 133 |
|
|
2015
Q1 | $230K | Buy |
+3,358
| New | +$230K | 0.03% | 398 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1529 |
|