DTE ENERGY CO

Ticker: DTE CUSIP: 233331107 Class: COM

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 450 Value ($000) $58 Avg Close $134.80 Range $126.23 - $142.50
Q3 2025
Shares 450 Value ($000) $64 Avg Close $134.89 Range $126.92 - $140.53
Q2 2025
Shares 400 Value ($000) $53 Avg Close $131.30 Range $120.62 - $136.91
Q1 2025
Shares 400 Value ($000) $55 Avg Close $123.63 Range $112.50 - $135.60
Q4 2024
Shares 425 Value ($000) $51 Avg Close $118.43 Range $110.81 - $126.23
Q3 2024
Shares 421 Value ($000) $54 Avg Close $114.81 Range $103.08 - $123.17
Q2 2024
Shares 400 Value ($000) $44 Avg Close $105.46 Range $97.11 - $110.67
Q1 2024
Shares 400 Value ($000) $45 Avg Close $100.88 Range $95.37 - $106.46
Q4 2023
Shares 400 Value ($000) $44 Avg Close $94.92 Range $83.38 - $106.02
Q3 2023
Shares 400 Value ($000) $40 Avg Close $98.78 Range $91.02 - $107.01
Q2 2023
Shares 400 Value ($000) $44 Avg Close $101.46 Range $96.04 - $105.58
Q1 2023
Shares 400 Value ($000) $44 Avg Close $101.08 Range $92.96 - $109.32
Q4 2022
Shares 400 Value ($000) $47 Avg Close $101.47 Range $89.96 - $109.42
Q3 2022
Shares 400 Value ($000) $46 Avg Close $114.81 Range $102.83 - $121.42
Q2 2022
Shares 400 Value ($000) $51 Avg Close $115.05 Range $101.43 - $123.57
Q1 2022
Shares 475 Value ($000) $63 Avg Close $106.87 Range $99.60 - $118.36
Q4 2021
Shares 475 Value ($000) $57 Avg Close $99.45 Range $94.01 - $105.12
Q3 2021
Shares 475 Value ($000) $53,062 Avg Close $101.29 Range $95.37 - $105.35
Q2 2021
Shares 475 Value ($000) $61,560 Avg Close $100.17 Range $94.60 - $105.90
Q1 2021
Shares 475 Value ($000) $63,242 Avg Close $89.25 Range $83.51 - $98.38
Q4 2020
Shares 300 Value ($000) $36 Avg Close $88.73 Range $79.81 - $97.03