DTE Energy Company shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of DTE Energy Company (DTE) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in DTE Energy Company
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Download as csv Download as ExcelQuarterly reported holdings in DTE Energy Company by Confluence Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $350k | 2.9k | 119.49 |
2024-09-30 | $356k | 2.8k | 128.41 |
2024-06-30 | $308k | 2.8k | 111.02 |
2024-03-31 | $346k | 3.1k | 112.14 |
2023-12-31 | $458k | 4.2k | 110.26 |
2023-09-30 | $422k | 4.3k | 99.28 |
2023-06-30 | $469k | 4.3k | 110.02 |
2023-03-31 | $466k | 4.3k | 109.54 |
2022-12-31 | $500k | 4.3k | 117.53 |
2022-09-30 | $489k | 4.3k | 114.98 |
2022-06-30 | $567k | 4.3k | 133.32 |
2022-03-31 | $562k | 4.3k | 132.14 |
2021-12-31 | $508k | 4.3k | 119.45 |
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