Zimmer Partners’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
| – | – | – | 157 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 161 |
|
|
2024
Q4 | – | Sell |
-544,300
| Closed | -$69.9M | – | 152 |
|
|
2024
Q3 | $69.9M | Buy |
+544,300
| New | +$69.9M | 1.27% | 21 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 160 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 137 |
|
|
2023
Q4 | – | Sell |
-381,200
| Closed | -$37.8M | – | 118 |
|
|
2023
Q3 | $37.8M | Sell |
381,200
-482,100
| -56% | -$47.9M | 0.98% | 26 |
|
|
2023
Q2 | $95M | Sell |
863,300
-827,700
| -49% | -$91.1M | 2.24% | 14 |
|
|
2023
Q1 | $185M | Buy |
1,691,000
+210,300
| +14% | +$23M | 3.8% | 6 |
|
|
2022
Q4 | $174M | Buy |
1,480,700
+1,346,900
| +1,007% | +$158M | 3.5% | 8 |
|
|
2022
Q3 | $15.4M | Buy |
+133,800
| New | +$15.4M | 0.33% | 46 |
|
|
2022
Q1 | – | Sell |
-1,137,250
| Closed | -$136M | – | 118 |
|
|
2021
Q4 | $136M | Buy |
+1,137,250
| New | +$136M | 2.03% | 19 |
|
|
2021
Q3 | – | Sell |
-20,915
| Closed | -$2.31M | – | 155 |
|
|
2021
Q2 | $2.31M | Buy |
+20,915
| New | +$2.31M | 0.03% | 131 |
|
|
2020
Q1 | – | Sell |
-1,175,000
| Closed | -$130M | – | 81 |
|
|
2019
Q4 | $130M | Buy |
1,175,000
+520,971
| +80% | +$57.6M | 1.8% | 23 |
|
|
2019
Q3 | $74M | Buy |
+654,029
| New | +$74M | 0.81% | 34 |
|
|
2017
Q1 | – | Sell |
-11,750
| Closed | -$985K | – | 80 |
|
|
2016
Q4 | $985K | Buy |
+11,750
| New | +$985K | 0.03% | 65 |
|
|
2015
Q3 | – | Sell |
-484,688
| Closed | -$30.8M | – | 71 |
|
|
2015
Q2 | $30.8M | Sell |
484,688
-161,562
| -25% | -$10.3M | 1.67% | 17 |
|
|
2015
Q1 | $44.4M | Buy |
+646,250
| New | +$44.4M | 2.95% | 11 |
|
|
2014
Q1 | – | Sell |
-117,500
| Closed | -$6.64M | – | 47 |
|
|
2013
Q4 | $6.64M | Buy |
+117,500
| New | +$6.64M | 0.82% | 27 |
|