Position in DTE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$267,561
+$7,582 QoQ
Shares Held
1,756
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#685
of 1,026 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BAR HARBOR WEALTH MANAGEMENT holds $10,260,418 across 9 Utilities - Regulated Electric names. DTE ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
60,496 | $4,131,271 | |
| 2 | NEE |
Nextera Energy Inc
|
36,472 | $3,201,147 | |
| 3 | DUK |
Duke Energy CORP
|
5,628 | $712,392 | |
| 4 | SO |
Southern Co
|
5,706 | $546,121 | |
| 5 | ES |
Eversource Energy
|
6,780 | $489,990 | |
| 6 | XEL |
Xcel Energy Inc
|
5,389 | $432,736 | |
| 7 | ED |
Consolidated Edison Inc
|
2,514 | $278,123 | |
| 8 | DTE |
Dte Energy Co
This page
|
1,756 | $267,561 |
All Filings in DTE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,561 | 1,756 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $259,979 | 1,778 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $229,326 | 1,778 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $251,603 | 1,779 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $333,269 | 2,516 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $270,870 | 1,959 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $236,549 | 1,959 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $237,430 | 1,849 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $205,257 | 1,849 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $207,346 | 1,849 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $203,870 | 1,849 | Shares | Defined | 2024-01-17 | |
| 2023-06-30 | $218,829 | 1,989 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $217,875 | 1,989 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $233,767 | 1,989 | Shares | Defined | 2023-06-09 | |
| 2022-09-30 | $228,834 | 1,989 | Shares | Defined | 2022-10-24 | |
| 2022-06-30 | $252,486 | 1,992 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $289,539 | 2,190 | Shares | Defined | 2022-04-14 | |
| 2021-12-31 | $274,942 | 2,300 | Shares | Defined | 2022-01-28 | |
| 2021-09-30 | $256,933 | 2,300 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $298,080 | 2,300 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $306,221 | 2,300 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $279,243 | 2,300 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $264,592 | 2,300 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $249,830 | 2,324 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $223,654 | 2,355 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||