DTE DTE ENERGY CO

Ownership history in Dynamic Advisor Solutions LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in DTE ENERGY CO (DTE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2023 Q4)
Avg. % of fund
0.01%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,518 -439 -22.4% 0.01% $215K $139.07
2024 Q1 REDUCED 1,957 -25 -1.3% 0.01% $220K $104.84
2023 Q4 INITIATED 1,982 0.01% $219K
% of Fund (quarterly)    DTE price (monthly, adj. close)
← Back to Dynamic Advisor Solutions LLC Holdings