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 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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return