Bank of Montreal’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34.8M | Sell |
237,949
-8,092
| -3% | -$1.14M | 0.01% | 649 |
|
|
2025
Q4 | $31.7M | Buy |
246,041
+23,055
| +10% | +$3.13M | 0.01% | 699 |
|
|
2025
Q3 | $31.5M | Buy |
222,986
+11,773
| +6% | +$1.61M | 0.01% | 639 |
|
|
2025
Q2 | $28M | Sell |
211,213
-79,353
| -27% | -$10.7M | 0.01% | 618 |
|
|
2025
Q1 | $40.2M | Sell |
290,566
-17,871
| -6% | -$2.28M | 0.02% | 498 |
|
|
2024
Q4 | $37.2M | Buy |
308,437
+42,482
| +16% | +$5.24M | 0.02% | 543 |
|
|
2024
Q3 | $33.9M | Sell |
265,955
-3,076
| -1% | -$371K | 0.02% | 591 |
|
|
2024
Q2 | $30.2M | Buy |
269,031
+42,960
| +19% | +$4.8M | 0.01% | 626 |
|
|
2024
Q1 | $25.4M | Sell |
226,071
-38,966
| -15% | -$4.2M | 0.01% | 667 |
|
|
2023
Q4 | $29.3M | Buy |
265,037
+53,824
| +25% | +$5.51M | 0.01% | 651 |
|
|
2023
Q3 | $22.6M | Buy |
211,213
+2,187
| +1% | +$235K | 0.01% | 683 |
|
|
2023
Q2 | $23.9M | Sell |
209,026
-88,425
| -30% | -$9.85M | 0.01% | 676 |
|
|
2023
Q1 | $32.6M | Buy |
297,451
+45,880
| +18% | +$5.14M | 0.01% | 512 |
|
|
2022
Q4 | $29.6M | Sell |
251,571
-105,848
| -30% | -$12M | 0.01% | 564 |
|
|
2022
Q3 | $43.7K | Buy |
357,419
+180,106
| +102% | +$23.3M | 0.02% | 409 |
|
|
2022
Q2 | $22.3K | Sell |
177,313
-32,770
| -16% | -$4.27M | 0.01% | 717 |
|
|
2022
Q1 | $27.9M | Sell |
210,083
-25,475
| -11% | -$3.11M | 0.02% | 668 |
|
|
2021
Q4 | $28.1M | Sell |
235,558
-129,271
| -35% | -$14.8M | 0.02% | 624 |
|
|
2021
Q3 | $41.3M | Buy |
364,829
+86,830
| +31% | +$10.2M | 0.02% | 619 |
|
|
2021
Q2 | $30.9M | Buy |
277,999
+47,942
| +21% | +$5.61M | 0.02% | 701 |
|
|
2021
Q1 | $26.4M | Sell |
230,057
-39,465
| -15% | -$4.14M | 0.02% | 593 |
|
|
2020
Q4 | $27.1M | Sell |
269,522
-750,379
| -74% | -$79.1M | 0.02% | 593 |
|
|
2020
Q3 | $100M | Buy |
1,019,901
+783,322
| +331% | +$76.5M | 0.09% | 194 |
|
|
2020
Q2 | $21.5M | Sell |
236,579
-26,854
| -10% | -$2.38M | 0.02% | 565 |
|
|
2020
Q1 | $20M | Sell |
263,433
-16,285
| -6% | -$1.65M | 0.02% | 501 |
|
|
2019
Q4 | $30.9M | Buy |
279,718
+16,133
| +6% | +$1.74M | 0.02% | 549 |
|
|
2019
Q3 | $29.8M | Buy |
263,585
+57,824
| +28% | +$6.39M | 0.03% | 499 |
|
|
2019
Q2 | $22.4M | Buy |
205,761
+5,899
| +3% | +$633K | 0.02% | 615 |
|
|
2019
Q1 | $21.2M | Sell |
199,862
-16,240
| -8% | -$1.64M | 0.02% | 589 |
|
|
2018
Q4 | $20.3M | Sell |
216,102
-138,661
| -39% | -$13.5M | 0.02% | 551 |
|
|
2018
Q3 | $33M | Buy |
354,763
+103,703
| +41% | +$9.67M | 0.03% | 489 |
|
|
2018
Q2 | $22.1M | Sell |
251,060
-257,615
| -51% | -$22.3M | 0.02% | 580 |
|
|
2018
Q1 | $45.2M | Buy |
508,675
+139,571
| +38% | +$12.2M | 0.04% | 387 |
|
|
2017
Q4 | $34.4M | Buy |
369,104
+98,585
| +36% | +$9.37M | 0.03% | 455 |
|
|
2017
Q3 | $24.7M | Sell |
270,519
-32,709
| -11% | -$3.03M | 0.02% | 527 |
|
|
2017
Q2 | $27.3M | Buy |
303,228
+9,210
| +3% | +$834K | 0.03% | 505 |
|
|
2017
Q1 | $25.6M | Buy |
294,018
+7,890
| +3% | +$668K | 0.03% | 492 |
|
|
2016
Q4 | $22.7M | Sell |
286,128
-89,302
| -24% | -$7.18M | 0.03% | 505 |
|
|
2016
Q3 | $29.9M | Buy |
375,430
+16,220
| +5% | +$1.32M | 0.04% | 431 |
|
|
2016
Q2 | $30.3M | Buy |
359,210
+65,653
| +22% | +$5.08M | 0.04% | 417 |
|
|
2016
Q1 | $22.7M | Buy |
293,557
+9,168
| +3% | +$662K | 0.03% | 450 |
|
|
2015
Q4 | $19.4M | Buy |
284,389
+118,927
| +72% | +$8.19M | 0.03% | 496 |
|
|
2015
Q3 | $11.3M | Buy |
165,462
+21,832
| +15% | +$1.46M | 0.02% | 655 |
|
|
2015
Q2 | $9.12M | Buy |
143,630
+32,165
| +29% | +$2.15M | 0.01% | 851 |
|
|
2015
Q1 | $7.65M | Buy |
111,465
+20,842
| +23% | +$1.5M | 0.01% | 907 |
|
|
2014
Q4 | $6.66M | Sell |
90,623
-80,623
| -47% | -$5.6M | 0.01% | 932 |
|
|
2014
Q3 | $11.1M | Buy |
171,246
+11,169
| +7% | +$723K | 0.01% | 751 |
|
|
2014
Q2 | $10.6M | Sell |
160,077
-934
| -0.6% | -$60.6K | 0.01% | 782 |
|
|
2014
Q1 | $10.2M | Sell |
161,011
-37,659
| -19% | -$2.22M | 0.01% | 655 |
|
|
2013
Q4 | $11.2M | Buy |
198,670
+6,338
| +3% | +$363K | 0.02% | 556 |
|
|
2013
Q3 | $10.8M | Buy |
192,332
+53,781
| +39% | +$3.12M | 0.02% | 498 |
|
|
2013
Q2 | $7.9M | Buy |
+138,551
| New | +$8.16M | 0.01% | 570 |
|
Other funds holding DTE
VCM
VPM
