DTE Energy Company shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of DTE Energy Company (DTE) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in DTE Energy Company
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Quarterly reported holdings in DTE Energy Company by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $145k | 1.0k | 141.48 |
| 2025-06-30 | $129k | 974 | 132.46 |
| 2025-03-31 | $73k | 525 | 138.20 |
| 2024-12-31 | $63k | 520 | 120.77 |
| 2024-09-30 | $66k | 516 | 128.39 |
| 2024-06-30 | $57k | 511 | 111.08 |
| 2024-03-31 | $57k | 506 | 112.23 |
| 2023-12-31 | $55k | 502 | 110.19 |
| 2023-09-30 | $49k | 497 | 99.26 |
| 2023-06-30 | $54k | 493 | 109.95 |
| 2023-03-31 | $54k | 489 | 109.44 |
| 2022-12-31 | $57k | 485 | 117.43 |
| 2022-09-30 | $55k | 480 | 114.58 |
| 2022-06-30 | $60k | 477 | 125.79 |
| 2022-03-31 | $62k | 474 | 130.80 |
| 2021-12-31 | $56k | 470 | 119.15 |
| 2021-09-30 | $52k | 467 | 111.35 |
| 2021-06-30 | $60k | 463 | 129.59 |
| 2021-03-31 | $83k | 624 | 133.01 |
| 2020-12-31 | $76k | 624 | 121.79 |