DTE Energy Company shares owned by Balanced Wealth Group
Quarter-by-quarter ownership of DTE Energy Company (DTE) shares owned by Balanced Wealth Group
from 13F filings
Historical chart of Balanced Wealth Group investment in DTE Energy Company
Tip: Access up to 7 years of quarterly data
All positions including DTE Energy Company held by Balanced Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in DTE Energy Company by Balanced Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $409k | 3.1k | 132.44 |
| 2025-06-30 | $427k | 3.1k | 138.40 |
| 2025-03-31 | $427k | 3.1k | 138.25 |
| 2024-12-31 | $370k | 3.1k | 119.86 |
| 2024-09-30 | $396k | 3.1k | 128.40 |
| 2024-06-30 | $336k | 3.1k | 109.11 |
| 2024-03-31 | $358k | 3.1k | 116.32 |
| 2023-12-31 | $329k | 3.0k | 110.26 |