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DTE Energy Company shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of DTE Energy Company (DTE) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in DTE Energy Company

Tip: Access up to 7 years of quarterly data

All positions including DTE Energy Company held by Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DTE Energy Company by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $36k 361 99.28
2023-03-31 $40k 361 109.54

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Pimco Etf Tr Enhancd Short (EMNT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment Advisors

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
Northern Trust
Franklin Resources

View all funds holding DTE Energy Company