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Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

DTE holding history

Dte Energy Co in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DTE overviewAll 13F holders of DTEFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of DTE by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−1,992−100.0%Sold outHolders
Q4 20231,992$219.6K<0.1%+1,992NewHolders
Q2 20230$00.0%−2,459−100.0%Sold outHolders
Q1 20232,459$269.4K<0.1%−528−17.7%ReducedHolders
Q4 20222,987$351.1K<0.1%−138−4.4%ReducedHolders
Q3 20223,125$359.0K<0.1%+978+45.6%AddedHolders
Q2 20222,147$272.0K<0.1%−378−15.0%ReducedHolders
Q1 20222,525$334.0K<0.1%+157+6.6%AddedHolders
Q4 20212,368$283.0K<0.1%−878−27.0%ReducedHolders
Q3 20213,246$363.0K<0.1%+667+25.9%AddedHolders
Q2 20212,579$334.0K<0.1%−208−7.5%ReducedHolders
Q1 20212,787$371.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.