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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

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Quarterly reported holdings in DTE Energy Company by Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
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

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Top funds holding DTE Energy Company

Vanguard Group
Capital Research Global Investors
BlackRock
State Street Corporation
Mizuho Securities USA
T. Rowe Price Investment Management
Ameriprise Financial
Geode Capital Management
Capital World Investors
Henderson Group
Neuberger Berman Group
Robeco Investment Management
ClearBridge Advisors
Franklin Resources
Pictet Asset Management Holding SA

View all funds holding DTE Energy Company