Bartlett & Co Wealth Management’s DTE Energy DTE Stock Holding History

Bartlett & Co 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 Q3	$8.87K	Sell	72 -17	-19%	-$2.36K	﹤0.01%	1030
2026 Q2	$13.7K	Buy	89 +12	+16%	+$1.75K	﹤0.01%	943
2026 Q1	$11.3K	Buy	77 +5	+7%	+$703	﹤0.01%	910
2025 Q4	$9.37K	Hold	72	–	–	﹤0.01%	934
2025 Q3	$10.3K	Hold	72	–	–	﹤0.01%	918
2025 Q2	$9.6K	Buy	72 +1	+1%	+$134	﹤0.01%	922
2025 Q1	$9.9K	Buy	+71	New	+$9.06K	﹤0.01%	912
2021 Q3	–	Sell	-458	Closed	-$51K	–	969
2021 Q2	$51K	Hold	458	–	–	﹤0.01%	505
2021 Q1	$52.3K	Hold	458	–	–	﹤0.01%	529
2020 Q4	$47.8K	Buy	458 +405	+764%	+$42.7K	﹤0.01%	532
2020 Q3	$5.22K	Hold	53	–	–	﹤0.01%	734
2020 Q2	$4.88K	Hold	53	–	–	﹤0.01%	739
2020 Q1	$4.38K	Sell	53 -69	-57%	-$7K	﹤0.01%	733
2019 Q4	$13.6K	Hold	122	–	–	﹤0.01%	698
2019 Q3	$13.9K	Hold	122	–	–	﹤0.01%	701
2019 Q2	$13.4K	Hold	122	–	–	﹤0.01%	567
2019 Q1	$13.1K	Hold	122	–	–	﹤0.01%	561
2018 Q4	$11.6K	Sell	122 -1,792	-94%	-$175K	﹤0.01%	570
2018 Q3	$179K	Hold	1,914	–	–	0.01%	267
2018 Q2	$170K	Hold	1,914	–	–	0.01%	265
2018 Q1	$172K	Buy	+1,914	New	+$168K	0.01%	262

Other funds holding DTE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Bartlett & Co Wealth Management's DTE Position: Q3 2026 in Review

Bartlett & Co Wealth Management reduced its DTE Energy (DTE) stake by 19% in Q3 2026, selling an estimated $2.36K and leaving 72 shares worth $8.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Bartlett & Co Wealth Management first reported a position in DTE in Q1 2018 and has held it in 21 quarters since. The position peaked at $179K in Q3 2018. 829 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

Bartlett & Co Wealth Management held 72 shares of DTE Energy worth $8.87K as of Q3 2026.
Bartlett & Co Wealth Management sold 17 DTE Energy shares in Q3 2026, an estimated $2.36K.
DTE Energy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #1030 holding.
Bartlett & Co Wealth Management first reported a position in DTE Energy in Q1 2018 and has held it in 21 quarters since.
Bartlett & Co Wealth Management's DTE Energy position peaked at $179K in Q3 2018.
829 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.