Bartlett & Co’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-458
| Closed | -$51K | – | 959 |
|
|
2021
Q2 | $51K | Hold |
458
| – | – | ﹤0.01% | 504 |
|
|
2021
Q1 | $52K | Hold |
458
| – | – | ﹤0.01% | 530 |
|
|
2020
Q4 | $47K | Buy |
458
+405
| +764% | +$42.7K | ﹤0.01% | 532 |
|
|
2020
Q3 | $5K | Hold |
53
| – | – | ﹤0.01% | 732 |
|
|
2020
Q2 | $5K | Hold |
53
| – | – | ﹤0.01% | 733 |
|
|
2020
Q1 | $4K | Buy |
+53
| New | +$5.38K | ﹤0.01% | 734 |
|
|
2019
Q3 | $14K | Hold |
122
| – | – | ﹤0.01% | 697 |
|
|
2019
Q2 | $13K | Hold |
122
| – | – | ﹤0.01% | 568 |
|
|
2019
Q1 | $13K | Hold |
122
| – | – | ﹤0.01% | 555 |
|
|
2018
Q4 | $11K | Sell |
122
-1,792
| -94% | -$175K | ﹤0.01% | 573 |
|
|
2018
Q3 | $178K | Hold |
1,914
| – | – | 0.01% | 267 |
|
|
2018
Q2 | $169K | Hold |
1,914
| – | – | 0.01% | 266 |
|
|
2018
Q1 | $170K | Hold |
1,914
| – | – | 0.01% | 263 |
|
|
2017
Q4 | $178K | Hold |
1,914
| – | – | 0.01% | 263 |
|
|
2017
Q3 | $175K | Hold |
1,914
| – | – | 0.01% | 263 |
|
|
2017
Q2 | $172K | Hold |
1,914
| – | – | 0.01% | 266 |
|
|
2017
Q1 | $166K | Hold |
1,914
| – | – | 0.01% | 267 |
|
|
2016
Q4 | $160K | Hold |
1,914
| – | – | 0.01% | 266 |
|
|
2016
Q3 | $153K | Hold |
1,914
| – | – | 0.01% | 268 |
|
|
2016
Q2 | $161K | Hold |
1,914
| – | – | 0.01% | 269 |
|
|
2016
Q1 | $148K | Sell |
1,914
-59
| -3% | -$4.26K | 0.01% | 276 |
|
|
2015
Q4 | $135K | Hold |
1,973
| – | – | 0.01% | 290 |
|
|
2015
Q3 | $135K | Hold |
1,973
| – | – | 0.01% | 282 |
|
|
2015
Q2 | $125K | Buy |
1,973
+59
| +3% | +$3.95K | 0.01% | 298 |
|
|
2015
Q1 | $131K | Hold |
1,914
| – | – | 0.01% | 297 |
|
|
2014
Q4 | $141K | Hold |
1,914
| – | – | 0.01% | 290 |
|
|
2014
Q3 | $124K | Hold |
1,914
| – | – | 0.01% | 292 |
|
|
2014
Q2 | $127K | Hold |
1,914
| – | – | 0.01% | 293 |
|
|
2014
Q1 | $121K | Hold |
1,914
| – | – | 0.01% | 287 |
|
|
2013
Q4 | $108K | Sell |
1,914
-2,498
| -57% | -$143K | 0.01% | 294 |
|
|
2013
Q3 | $248K | Buy |
4,412
+54
| +1% | +$3.13K | 0.01% | 235 |
|
|
2013
Q2 | $249K | Buy |
+4,358
| New | +$257K | 0.01% | 233 |
|
Other funds holding DTE
Bartlett & Co's DTE Position: Q3 2021 in Review
Bartlett & Co sold out of DTE Energy (DTE) in Q3 2021, closing a stake of 458 shares — an estimated $51K sold.
Bartlett & Co first reported a position in DTE in Q2 2013 and held it in 32 quarters. The position peaked at $249K in Q2 2013. 652 funds tracked by Wall St. Rank hold DTE as of Q3 2021.
- Bartlett & Co reported no remaining DTE Energy position as of Q3 2021 after selling out during the quarter.
- Bartlett & Co sold 458 DTE Energy shares in Q3 2021, an estimated $51K.
- Bartlett & Co first reported a position in DTE Energy in Q2 2013 and held it in 32 quarters.
- Bartlett & Co's DTE Energy position peaked at $249K in Q2 2013.
- 652 funds tracked by Wall St. Rank held DTE Energy as of Q3 2021.
Based on Bartlett & Co's 13F filing for Q3 2021, filed 15 Oct 2021.