Barrett Asset Management’s DTE Energy DTE Stock Holding History

Barrett Asset 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
2022 Q1	–	Sell	-518	Closed	-$62K	–	290
2021 Q4	$62K	Buy	518 +8	+2%	+$915	﹤0.01%	367
2021 Q3	$57K	Sell	510 -89	-15%	-$10.4K	﹤0.01%	299
2021 Q2	$66K	Hold	599	–	–	﹤0.01%	283
2021 Q1	$68K	Hold	599	–	–	﹤0.01%	271
2020 Q4	$62K	Hold	599	–	–	﹤0.01%	250
2020 Q3	$59K	Hold	599	–	–	﹤0.01%	239
2020 Q2	$55K	Hold	599	–	–	﹤0.01%	244
2020 Q1	$48K	Hold	599	–	–	﹤0.01%	225
2019 Q4	$66K	Hold	599	–	–	﹤0.01%	225
2019 Q3	$68K	Hold	599	–	–	﹤0.01%	209
2019 Q2	$65K	Buy	599 +246	+70%	+$26.4K	﹤0.01%	220
2019 Q1	$37K	Hold	353	–	–	﹤0.01%	254
2018 Q4	$33K	Hold	353	–	–	﹤0.01%	255
2018 Q3	$33K	Hold	353	–	–	﹤0.01%	270
2018 Q2	$31K	Hold	353	–	–	﹤0.01%	275
2018 Q1	$31K	Hold	353	–	–	﹤0.01%	272
2017 Q4	$33K	Buy	+353	New	+$33.5K	﹤0.01%	281

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrett Asset Management's DTE Position: Q1 2022 in Review

Barrett Asset Management sold out of DTE Energy (DTE) in Q1 2022, closing a stake of 518 shares — an estimated $62K sold.

Barrett Asset Management first reported a position in DTE in Q4 2017 and held it in 17 quarters. The position peaked at $68K in Q1 2021. 722 funds tracked by Wall St. Rank hold DTE as of Q1 2022.

Barrett Asset Management reported no remaining DTE Energy position as of Q1 2022 after selling out during the quarter.
Barrett Asset Management sold 518 DTE Energy shares in Q1 2022, an estimated $62K.
Barrett Asset Management first reported a position in DTE Energy in Q4 2017 and held it in 17 quarters.
Barrett Asset Management's DTE Energy position peaked at $68K in Q1 2021.
722 funds tracked by Wall St. Rank held DTE Energy as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.