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DTE Energy Company shares owned by Dynasty Wealth Management

Quarter-by-quarter ownership of DTE Energy Company (DTE) shares owned by Dynasty Wealth Management from 13F filings

Historical chart of Dynasty Wealth Management investment in DTE Energy Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in DTE Energy Company by Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $308k 2.3k 132.48
2025-03-31 $319k 3.5k 90.35
2024-12-31 $231k 1.9k 120.78
2024-09-30 $237k 1.8k 128.41
2024-06-30 $206k 1.9k 111.02

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Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Tcw Etf Trust Transform System (PWRD)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Hdg Msci Eafe (HEFA)

View all positions for Dynasty Wealth Management

Top funds holding DTE Energy Company

Vanguard Group
BlackRock
Capital Research Global Investors
State Street Corporation
Capital World Investors
T. Rowe Price Investment Management
Ameriprise Financial
Geode Capital Management
GQG Partners
Henderson Group
ClearBridge Advisors
Robeco Investment Management
Invesco
UBS Group
Northern Trust

View all funds holding DTE Energy Company