Syon Capital’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 | $429K | Buy |
3,235
+1,255
| +63% | +$166K | 0.03% | 427 |
|
2025
Q1 | $274K | Buy |
+1,980
| New | +$274K | 0.02% | 452 |
|
2024
Q4 | – | Sell |
-3,052
| Closed | -$392K | – | 572 |
|
2024
Q3 | $392K | Sell |
3,052
-74
| -2% | -$9.5K | 0.03% | 323 |
|
2024
Q2 | $347K | Buy |
3,126
+13
| +0.4% | +$1.44K | 0.03% | 322 |
|
2024
Q1 | $349K | Sell |
3,113
-3,061
| -50% | -$343K | 0.03% | 330 |
|
2023
Q4 | $681K | Buy |
+6,174
| New | +$681K | 0.03% | 339 |
|