Bar Harbor Wealth Management’s DTE Energy DTE Stock Holding History

Bar Harbor Wealth Management’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	$268K	Sell	1,756 -22	-1%	-$3.21K	0.01%	234
2026 Q1	$260K	Hold	1,778	–	–	0.02%	231
2025 Q4	$229K	Sell	1,778 -1	-0.1%	-$136	0.01%	241
2025 Q3	$252K	Sell	1,779 -737	-29%	-$101K	0.02%	230
2025 Q2	$333K	Buy	2,516 +557	+28%	+$74.9K	0.02%	206
2025 Q1	$271K	Hold	1,959	–	–	0.02%	216
2024 Q4	$237K	Buy	1,959 +110	+6%	+$13.6K	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	+$189K	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%	-$388	0.02%	228
2022 Q2	$252K	Sell	1,992 -198	-9%	-$25.8K	0.02%	234
2022 Q1	$290K	Sell	2,190 -110	-5%	-$13.4K	0.03%	194
2021 Q4	$275K	Hold	2,300	–	–	0.02%	202
2021 Q3	$257K	Sell	2,300 -403	-15%	-$47.3K	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%	-$3.19K	0.03%	204
2020 Q1	$223K	Sell	2,767 -1	-0%	-$101	0.03%	219
2019 Q4	$306K	Hold	2,768	–	–	0.03%	243
2019 Q3	$313K	Sell	2,768 -235	-8%	-$26K	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%	-$11.5K	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%	-$9.29K	0.03%	254
2017 Q4	$301K	Hold	3,227	–	–	0.04%	251
2017 Q3	$294K	Sell	3,227 -352	-10%	-$32.6K	0.04%	246
2017 Q2	$322K	Buy	3,579 +117	+3%	+$10.6K	0.04%	242
2017 Q1	$301K	Sell	3,462 -129	-4%	-$10.9K	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%	-$1.78K	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%	-$12.4K	0.03%	259
2015 Q2	$241K	Hold	3,799	–	–	0.03%	262
2015 Q1	$261K	Sell	3,799 -59	-2%	-$4.24K	0.03%	247
2014 Q4	$284K	Sell	3,858 -15	-0.4%	-$1.04K	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%	-$11.2K	0.03%	236
2013 Q3	$228K	Sell	4,069 -82	-2%	-$4.75K	0.03%	230
2013 Q2	$236K	Buy	+4,151	New	+$245K	0.03%	222

Other funds holding DTE

WCM

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

CNB

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

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

HWAM

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QCM

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

Bar Harbor Wealth Management's DTE Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its DTE Energy (DTE) stake by 1.2% in Q2 2026, selling an estimated $3.21K and leaving 1,756 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #234.

Bar Harbor Wealth Management first reported a position in DTE in Q2 2013 and has held it in 52 quarters since. The position peaked at $333K in Q2 2025. 135 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Bar Harbor Wealth Management held 1,756 shares of DTE Energy worth $268K as of Q2 2026.
Bar Harbor Wealth Management sold 22 DTE Energy shares in Q2 2026, an estimated $3.21K.
DTE Energy made up 0.01% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #234 holding.
Bar Harbor Wealth Management first reported a position in DTE Energy in Q2 2013 and has held it in 52 quarters since.
Bar Harbor Wealth Management's DTE Energy position peaked at $333K in Q2 2025.
135 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.