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DTE Energy Company shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of DTE Energy Company (DTE) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in DTE Energy Company

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

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Quarterly reported holdings in DTE Energy Company by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $491k 3.8k 128.41
2024-06-30 $425k 3.8k 111.01
2024-03-31 $429k 3.8k 112.14
2023-12-31 $422k 3.8k 110.26
2023-09-30 $428k 4.3k 99.28
2023-06-30 $475k 4.3k 110.02
2023-03-31 $472k 4.3k 109.54
2022-12-31 $507k 4.3k 117.53
2022-09-30 $496k 4.3k 115.00
2022-06-30 $547k 4.3k 126.83
2022-03-31 $570k 4.3k 132.16
2021-12-31 $516k 4.3k 119.64
2021-09-30 $494k 4.4k 111.76
2021-06-30 $572k 4.4k 129.41
2021-03-31 $629k 4.7k 133.09
2020-12-31 $573k 4.7k 121.40
2018-03-31 $179k 1.7k 104.19
2017-06-30 $222k 2.1k 105.61
2017-03-31 $215k 2.1k 102.28
2016-12-31 $207k 2.1k 98.48
2016-09-30 $207k 2.2k 93.88
2016-06-30 $219k 2.2k 99.32
2016-03-31 $200k 2.2k 90.70
2015-03-31 $240k 3.0k 80.67
2014-12-31 $338k 3.9k 86.36
2014-09-30 $337k 4.4k 76.02
2014-06-30 $357k 4.6k 77.83
2014-03-31 $370k 5.0k 74.39
2013-12-31 $632k 9.5k 66.36
2013-09-30 $1.2M 18k 65.99
2013-06-30 $1.3M 19k 67.01
2013-03-31 $1.3M 19k 68.35
2012-12-31 $1.4M 24k 60.03

More positions owned by McKinley Carter Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Msci Emrg Chn (EMXC)
Apple (AAPL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Select Sector Spdr Tr Technology (XLK)
Ishares Core Msci Emkt (IEMG)

View all positions for McKinley Carter Wealth Services

Top funds holding DTE Energy Company

Vanguard Group
Capital Research Global Investors
BlackRock
BlackRock
State Street Corporation
Mizuho Securities USA
T. Rowe Price Investment Management
Geode Capital Management
Neuberger Berman Group
Capital World Investors
Henderson Group
Robeco Investment Management
ClearBridge Advisors
Morgan Stanley
Franklin Resources

View all funds holding DTE Energy Company