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DTE Energy Company shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of DTE Energy Company (DTE) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in DTE Energy Company

Tip: Access up to 7 years of quarterly data

All positions including DTE Energy Company held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DTE Energy Company by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $290k 2.1k 141.43
2018-03-31 $53k 512 103.52
2017-12-31 $56k 512 109.38

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View all positions for Holistic Financial Partners

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
Morgan Stanley
UBS Group

View all funds holding DTE Energy Company