Y-Intercept (HK)’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 | $543K | Sell |
4,098
-3,374
| -45% | -$447K | 0.01% | 1177 |
|
|
2025
Q1 | $1.03M | Buy |
7,472
+2,580
| +53% | +$357K | 0.07% | 395 |
|
|
2024
Q4 | $591K | Buy |
+4,892
| New | +$591K | 0.04% | 651 |
|
|
2024
Q3 | – | Sell |
-14,783
| Closed | -$1.64M | – | 1429 |
|
|
2024
Q2 | $1.64M | Buy |
+14,783
| New | +$1.64M | 0.09% | 303 |
|
|
2023
Q4 | – | Sell |
-9,010
| Closed | -$895K | – | 1327 |
|
|
2023
Q3 | $895K | Buy |
+9,010
| New | +$895K | 0.09% | 350 |
|
|
2022
Q1 | – | Sell |
-9,054
| Closed | -$1.08M | – | 777 |
|
|
2021
Q4 | $1.08M | Buy |
+9,054
| New | +$1.08M | 0.26% | 107 |
|
|
2021
Q3 | – | Sell |
-4,916
| Closed | -$542K | – | 708 |
|
|
2021
Q2 | $542K | Buy |
4,916
+2,228
| +83% | +$246K | 0.14% | 244 |
|
|
2021
Q1 | $306K | Sell |
2,688
-3,199
| -54% | -$364K | 0.08% | 394 |
|
|
2020
Q4 | $599K | Buy |
+5,887
| New | +$599K | 0.25% | 111 |
|