Bar Harbor Wealth Management’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 | $333K | Buy |
2,516
+557
| +28% | +$73.8K | 0.02% | 206 |
|
|
2025
Q1 | $271K | Hold |
1,959
| – | – | 0.02% | 216 |
|
|
2024
Q4 | $237K | Buy |
1,959
+110
| +6% | +$13.3K | 0.02% | 234 |
|
|
2024
Q3 | $237K | Hold |
1,849
| – | – | 0.02% | 247 |
|
|
2024
Q2 | $205K | Hold |
1,849
| – | – | 0.01% | 248 |
|
|
2024
Q1 | $207K | Hold |
1,849
| – | – | 0.01% | 247 |
|
|
2023
Q4 | $204K | Buy |
+1,849
| New | +$204K | 0.02% | 242 |
|
|
2023
Q3 | – | Sell |
-1,989
| Closed | -$219K | – | 253 |
|
|
2023
Q2 | $219K | Hold |
1,989
| – | – | 0.02% | 235 |
|
|
2023
Q1 | $218K | Hold |
1,989
| – | – | 0.02% | 228 |
|
|
2022
Q4 | $234K | Hold |
1,989
| – | – | 0.02% | 228 |
|
|
2022
Q3 | $229K | Sell |
1,989
-3
| -0.2% | -$345 | 0.02% | 228 |
|
|
2022
Q2 | $252K | Sell |
1,992
-198
| -9% | -$25K | 0.02% | 234 |
|
|
2022
Q1 | $290K | Sell |
2,190
-110
| -5% | -$14.6K | 0.03% | 194 |
|
|
2021
Q4 | $275K | Hold |
2,300
| – | – | 0.02% | 202 |
|
|
2021
Q3 | $257K | Sell |
2,300
-403
| -15% | -$45K | 0.02% | 208 |
|
|
2021
Q2 | $298K | Hold |
2,703
| – | – | 0.03% | 201 |
|
|
2021
Q1 | $306K | Hold |
2,703
| – | – | 0.03% | 198 |
|
|
2020
Q4 | $279K | Hold |
2,703
| – | – | 0.03% | 200 |
|
|
2020
Q3 | $264K | Sell |
2,703
-28
| -1% | -$2.74K | 0.03% | 203 |
|
|
2020
Q2 | $250K | Sell |
2,731
-36
| -1% | -$3.3K | 0.03% | 204 |
|
|
2020
Q1 | $223K | Sell |
2,767
-1
| -0% | -$81 | 0.03% | 219 |
|
|
2019
Q4 | $306K | Hold |
2,768
| – | – | 0.03% | 243 |
|
|
2019
Q3 | $313K | Sell |
2,768
-235
| -8% | -$26.6K | 0.04% | 253 |
|
|
2019
Q2 | $327K | Hold |
3,003
| – | – | 0.04% | 240 |
|
|
2019
Q1 | $319K | Hold |
3,003
| – | – | 0.04% | 231 |
|
|
2018
Q4 | $282K | Sell |
3,003
-118
| -4% | -$11.1K | 0.04% | 236 |
|
|
2018
Q3 | $290K | Hold |
3,121
| – | – | 0.03% | 250 |
|
|
2018
Q2 | $276K | Hold |
3,121
| – | – | 0.03% | 256 |
|
|
2018
Q1 | $278K | Sell |
3,121
-106
| -3% | -$9.44K | 0.03% | 254 |
|
|
2017
Q4 | $301K | Hold |
3,227
| – | – | 0.04% | 251 |
|
|
2017
Q3 | $294K | Sell |
3,227
-352
| -10% | -$32.1K | 0.04% | 246 |
|
|
2017
Q2 | $322K | Buy |
3,579
+117
| +3% | +$10.5K | 0.04% | 242 |
|
|
2017
Q1 | $301K | Sell |
3,462
-129
| -4% | -$11.2K | 0.04% | 253 |
|
|
2016
Q4 | $301K | Hold |
3,591
| – | – | 0.03% | 281 |
|
|
2016
Q3 | $286K | Hold |
3,591
| – | – | 0.03% | 283 |
|
|
2016
Q2 | $302K | Sell |
3,591
-23
| -0.6% | -$1.93K | 0.04% | 255 |
|
|
2016
Q1 | $278K | Hold |
3,614
| – | – | 0.03% | 257 |
|
|
2015
Q4 | $247K | Hold |
3,614
| – | – | 0.03% | 262 |
|
|
2015
Q3 | $247K | Sell |
3,614
-185
| -5% | -$12.6K | 0.03% | 259 |
|
|
2015
Q2 | $241K | Hold |
3,799
| – | – | 0.03% | 262 |
|
|
2015
Q1 | $261K | Sell |
3,799
-59
| -2% | -$4.05K | 0.03% | 247 |
|
|
2014
Q4 | $284K | Sell |
3,858
-15
| -0.4% | -$1.1K | 0.04% | 234 |
|
|
2014
Q3 | $251K | Hold |
3,873
| – | – | 0.03% | 231 |
|
|
2014
Q2 | $257K | Hold |
3,873
| – | – | 0.03% | 225 |
|
|
2014
Q1 | $245K | Hold |
3,873
| – | – | 0.03% | 233 |
|
|
2013
Q4 | $219K | Sell |
3,873
-196
| -5% | -$11.1K | 0.03% | 236 |
|
|
2013
Q3 | $228K | Sell |
4,069
-82
| -2% | -$4.6K | 0.03% | 230 |
|
|
2013
Q2 | $236K | Buy |
+4,151
| New | +$236K | 0.03% | 222 |
|