DTE Energy Company shares owned by Heron Financial Group
Quarter-by-quarter ownership of DTE Energy Company (DTE) shares owned by Heron Financial Group
from 13F filings
Historical chart of Heron Financial Group investment in DTE Energy Company
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Quarterly reported holdings in DTE Energy Company by Heron Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.3M | 12k | 110.02 |
| 2023-03-31 | $1.2M | 11k | 109.54 |
| 2022-12-31 | $1.2M | 11k | 116.58 |
| 2022-09-30 | $1.2M | 11k | 115.06 |
| 2022-06-30 | $1.3M | 11k | 126.71 |
| 2022-03-31 | $1.6M | 12k | 132.21 |
| 2021-12-31 | $1.4M | 12k | 118.51 |
| 2021-09-30 | $1.3M | 11k | 111.74 |
| 2021-06-30 | $1.4M | 11k | 129.61 |
| 2021-03-31 | $1.4M | 10k | 133.06 |
| 2020-12-31 | $1.2M | 10k | 118.79 |
| 2020-09-30 | $1.1M | 9.7k | 114.49 |
| 2020-06-30 | $985k | 9.2k | 107.50 |
| 2020-03-31 | $1.0M | 9.2k | 108.37 |
| 2019-12-31 | $1.3M | 9.7k | 134.01 |