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DTE Energy Company shares owned by Charter Oak Capital Management

Quarter-by-quarter ownership of DTE Energy Company (DTE) shares owned by Charter Oak Capital Management from 13F filings

Historical chart of Charter Oak Capital Management investment in DTE Energy Company

Tip: Access up to 7 years of quarterly data

All positions including DTE Energy Company held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DTE Energy Company by Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 1.4k 146.22
2022-06-30 $39k 307 127.04
2022-03-31 $41k 307 133.55
2021-12-31 $37k 307 120.52
2021-09-30 $34k 307 110.75
2021-06-30 $40k 307 130.29
2021-03-31 $41k 307 133.55
2020-12-31 $37k 307 120.52

More positions owned by Charter Oak Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Esg Optimized (SUSA)

View all positions for Charter Oak Capital Management

Top funds holding DTE Energy Company

Vanguard Group
BlackRock
Capital Research Global Investors
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Capital World Investors
Geode Capital Management
Ameriprise Financial
Henderson Group
Invesco
Robeco Investment Management
Morgan Stanley
Soroban Capital Partners
ClearBridge Advisors

View all funds holding DTE Energy Company