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

Bay 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 		$5.18K Buy
34
+8
+31% +$1.17K ﹤0.01% 419
2026
Q1 		$3.8K Buy
26
+8
+44% +$1.13K ﹤0.01% 394
2025
Q4 		$2.34K Buy
18
+6
+50% +$815 ﹤0.01% 443
2025
Q3 		$1.7K Buy
12
+2
+20% +$274 ﹤0.01% 400
2025
Q2 		$1.33K Buy
10
+5
+100% +$672 ﹤0.01% 389
2025
Q1 		$695 Buy
+5
New +$638 ﹤0.01% 363

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Bay Harbor Wealth Management increased its DTE Energy (DTE) stake by 31% in Q2 2026, buying an estimated $1.17K and bringing the position to 34 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Bay Harbor Wealth Management first reported a position in DTE in Q1 2025 and has held it in 6 quarters since. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Bay Harbor Wealth Management held 34 shares of DTE Energy worth $5.18K as of Q2 2026.
  • Bay Harbor Wealth Management bought 8 DTE Energy shares in Q2 2026, an estimated $1.17K.
  • DTE Energy made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #419 holding.
  • Bay Harbor Wealth Management first reported a position in DTE Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.