Y-Intercept (HK)’s DTE Energy DTE Stock Holding History

Y-Intercept (HK)’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.11M	Buy	50,172 +19,706	+65%	+$2.74M	0.14%	176
2026 Q2	$4.64M	Sell	30,466 -6,635	-18%	-$969K	0.09%	307
2026 Q1	$5.42M	Buy	37,101 +31,293	+539%	+$4.4M	0.1%	290
2025 Q4	$749K	Sell	5,808 -20,123	-78%	-$2.73M	0.02%	1104
2025 Q3	$3.67M	Buy	25,931 +21,833	+533%	+$2.99M	0.09%	321
2025 Q2	$543K	Sell	4,098 -3,374	-45%	-$454K	0.01%	1177
2025 Q1	$1.03M	Buy	7,472 +2,580	+53%	+$329K	0.07%	395
2024 Q4	$591K	Buy	+4,892	New	+$603K	0.04%	651
2024 Q3	–	Sell	-14,783	Closed	-$1.64M	–	1429
2024 Q2	$1.64M	Buy	+14,783	New	+$1.65M	0.09%	303
2023 Q4	–	Sell	-9,010	Closed	-$895K	–	1327
2023 Q3	$895K	Buy	+9,010	New	+$969K	0.09%	350
2022 Q1	–	Sell	-9,054	Closed	-$1.08M	–	777
2021 Q4	$1.08M	Buy	+9,054	New	+$1.04M	0.26%	107
2021 Q3	–	Sell	-4,916	Closed	-$542K	–	708
2021 Q2	$542K	Buy	4,916 +2,228	+83%	+$261K	0.14%	244
2021 Q1	$306K	Sell	2,688 -3,199	-54%	-$336K	0.08%	394
2020 Q4	$599K	Buy	+5,887	New	+$621K	0.25%	111

Other funds holding DTE

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

Y-Intercept (HK)'s DTE Position: Q3 2026 in Review

Y-Intercept (HK) increased its DTE Energy (DTE) stake by 65% in Q3 2026, buying an estimated $2.74M and bringing the position to 50,172 shares worth $6.11M. The position accounts for 0.14% of the portfolio, ranked #176.

Y-Intercept (HK) first reported a position in DTE in Q4 2020 and has held it in 14 quarters since. 192 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

Y-Intercept (HK) held 50,172 shares of DTE Energy worth $6.11M as of Q3 2026.
Y-Intercept (HK) bought 19,706 DTE Energy shares in Q3 2026, an estimated $2.74M.
DTE Energy made up 0.14% of Y-Intercept (HK)'s portfolio in Q3 2026, its #176 holding.
Y-Intercept (HK) first reported a position in DTE Energy in Q4 2020 and has held it in 14 quarters since.
192 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.