Bank of Montreal’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 | $28M | Sell |
211,213
-79,353
| -27% | -$10.5M | 0.01% | 569 |
|
|
2025
Q1 | $40.2M | Sell |
290,566
-17,871
| -6% | -$2.47M | 0.02% | 465 |
|
|
2024
Q4 | $37.2M | Buy |
308,437
+42,482
| +16% | +$5.13M | 0.02% | 501 |
|
|
2024
Q3 | $33.9M | Sell |
265,955
-3,076
| -1% | -$392K | 0.01% | 561 |
|
|
2024
Q2 | $30.2M | Buy |
269,031
+42,960
| +19% | +$4.83M | 0.01% | 589 |
|
|
2024
Q1 | $25.4M | Sell |
226,071
-38,966
| -15% | -$4.38M | 0.01% | 624 |
|
|
2023
Q4 | $29.3M | Buy |
265,037
+53,824
| +25% | +$5.94M | 0.01% | 576 |
|
|
2023
Q3 | $22.6M | Buy |
211,213
+2,187
| +1% | +$234K | 0.01% | 623 |
|
|
2023
Q2 | $23.9M | Sell |
209,026
-88,425
| -30% | -$10.1M | 0.01% | 614 |
|
|
2023
Q1 | $32.6M | Buy |
297,451
+45,880
| +18% | +$5.03M | 0.01% | 465 |
|
|
2022
Q4 | $29.6M | Sell |
251,571
-105,848
| -30% | -$12.4M | 0.01% | 508 |
|
|
2022
Q3 | $43.7K | Buy |
357,419
+180,106
| +102% | +$22K | 0.02% | 361 |
|
|
2022
Q2 | $22.3K | Sell |
177,313
-32,770
| -16% | -$4.12K | 0.01% | 614 |
|
|
2022
Q1 | $27.9M | Sell |
210,083
-25,475
| -11% | -$3.38M | 0.01% | 561 |
|
|
2021
Q4 | $28.1M | Sell |
235,558
-129,271
| -35% | -$15.4M | 0.02% | 611 |
|
|
2021
Q3 | $41.3M | Buy |
364,829
+86,830
| +31% | +$9.83M | 0.02% | 564 |
|
|
2021
Q2 | $30.9M | Buy |
277,999
+47,942
| +21% | +$5.34M | 0.02% | 661 |
|
|
2021
Q1 | $26.4M | Sell |
230,057
-39,465
| -15% | -$4.53M | 0.02% | 544 |
|
|
2020
Q4 | $27.1M | Sell |
269,522
-750,379
| -74% | -$75.3M | 0.02% | 536 |
|
|
2020
Q3 | $100M | Buy |
1,019,901
+783,322
| +331% | +$76.9M | 0.08% | 183 |
|
|
2020
Q2 | $21.5M | Sell |
236,579
-26,854
| -10% | -$2.44M | 0.02% | 522 |
|
|
2020
Q1 | $20M | Sell |
263,433
-16,285
| -6% | -$1.24M | 0.02% | 470 |
|
|
2019
Q4 | $30.9M | Buy |
279,718
+16,133
| +6% | +$1.78M | 0.02% | 508 |
|
|
2019
Q3 | $29.8M | Buy |
263,585
+57,824
| +28% | +$6.54M | 0.03% | 471 |
|
|
2019
Q2 | $22.4M | Buy |
205,761
+5,899
| +3% | +$642K | 0.02% | 571 |
|
|
2019
Q1 | $21.2M | Sell |
199,862
-16,240
| -8% | -$1.72M | 0.02% | 555 |
|
|
2018
Q4 | $20.3M | Sell |
216,102
-138,661
| -39% | -$13M | 0.02% | 522 |
|
|
2018
Q3 | $33M | Buy |
354,763
+103,703
| +41% | +$9.63M | 0.03% | 463 |
|
|
2018
Q2 | $22.1M | Sell |
251,060
-257,615
| -51% | -$22.7M | 0.02% | 544 |
|
|
2018
Q1 | $45.2M | Buy |
508,675
+139,571
| +38% | +$12.4M | 0.04% | 374 |
|
|
2017
Q4 | $34.4M | Buy |
369,104
+98,585
| +36% | +$9.18M | 0.03% | 439 |
|
|
2017
Q3 | $24.7M | Sell |
270,519
-32,709
| -11% | -$2.99M | 0.02% | 518 |
|
|
2017
Q2 | $27.3M | Buy |
303,228
+9,210
| +3% | +$829K | 0.03% | 490 |
|
|
2017
Q1 | $25.6M | Buy |
294,018
+7,890
| +3% | +$686K | 0.02% | 476 |
|
|
2016
Q4 | $22.7M | Sell |
286,128
-89,302
| -24% | -$7.08M | 0.02% | 482 |
|
|
2016
Q3 | $29.9M | Buy |
375,430
+16,220
| +5% | +$1.29M | 0.03% | 414 |
|
|
2016
Q2 | $30.3M | Buy |
359,210
+65,653
| +22% | +$5.54M | 0.03% | 399 |
|
|
2016
Q1 | $22.7M | Buy |
293,557
+9,168
| +3% | +$707K | 0.02% | 431 |
|
|
2015
Q4 | $19.4M | Buy |
284,389
+118,927
| +72% | +$8.12M | 0.02% | 478 |
|
|
2015
Q3 | $11.3M | Buy |
165,462
+21,832
| +15% | +$1.49M | 0.02% | 629 |
|
|
2015
Q2 | $9.12M | Buy |
143,630
+32,165
| +29% | +$2.04M | 0.01% | 803 |
|
|
2015
Q1 | $7.65M | Buy |
111,465
+20,842
| +23% | +$1.43M | 0.01% | 861 |
|
|
2014
Q4 | $6.66M | Sell |
90,623
-80,623
| -47% | -$5.93M | 0.01% | 842 |
|
|
2014
Q3 | $11.1M | Buy |
171,246
+11,169
| +7% | +$723K | 0.01% | 665 |
|
|
2014
Q2 | $10.6M | Sell |
160,077
-934
| -0.6% | -$61.9K | 0.01% | 687 |
|
|
2014
Q1 | $10.2M | Sell |
161,011
-37,659
| -19% | -$2.38M | 0.01% | 559 |
|
|
2013
Q4 | $11.2M | Buy |
198,670
+6,338
| +3% | +$358K | 0.02% | 538 |
|
|
2013
Q3 | $10.8M | Buy |
192,332
+53,781
| +39% | +$3.02M | 0.02% | 473 |
|
|
2013
Q2 | $7.9M | Buy |
+138,551
| New | +$7.9M | 0.01% | 531 |
|