Bartlett & Co 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 | $9.62K | Buy |
72
+1
| +1% | +$134 | ﹤0.01% | 922 |
|
|
2025
Q1 | $9.9K | Buy |
+71
| New | +$9.9K | ﹤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% | +$42.2K | ﹤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% | -$5.7K | ﹤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% | -$170K | ﹤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 | +$172K | 0.01% | 262 |
|