DTE Energy Company shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of DTE Energy Company (DTE) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in DTE Energy Company
Tip: Access up to 7 years of quarterly data
All positions including DTE Energy Company held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in DTE Energy Company by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $116k | 821 | 141.43 |
| 2025-06-30 | $109k | 821 | 132.46 |
| 2025-03-31 | $114k | 821 | 138.27 |
| 2024-12-31 | $99k | 821 | 120.75 |
| 2024-09-30 | $105k | 821 | 128.41 |
| 2024-06-30 | $91k | 821 | 111.01 |
| 2024-03-31 | $92k | 821 | 112.14 |
| 2023-12-31 | $91k | 821 | 110.26 |
| 2023-09-30 | $82k | 821 | 99.28 |
| 2023-06-30 | $90k | 821 | 110.02 |
| 2023-03-31 | $90k | 821 | 109.54 |
| 2022-12-31 | $97k | 821 | 117.53 |
| 2022-06-30 | $104k | 821 | 126.67 |
| 2022-03-31 | $109k | 821 | 132.76 |
| 2021-12-31 | $98k | 821 | 119.37 |
| 2021-09-30 | $92k | 821 | 112.06 |
| 2021-06-30 | $106k | 821 | 129.11 |
| 2021-03-31 | $109k | 821 | 132.76 |
| 2020-12-31 | $100k | 821 | 121.80 |