DTE Energy Company shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of DTE Energy Company (DTE) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in DTE Energy Company
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Quarterly reported holdings in DTE Energy Company by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 11k | 141.43 |
| 2025-06-30 | $1.5M | 11k | 132.45 |
| 2025-03-31 | $1.4M | 10k | 138.27 |
| 2024-12-31 | $1.2M | 10k | 120.75 |
More positions owned by Bernard Wealth Management Corp.
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