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CARY STREET PARTNERS ASSET MANAGEMENT LLC: DTE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on DTE, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 4,067 DTE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,067 shares
    Change vs previous 13F +170 shares

    0.01% of the 13F portfolio, value $619,687.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 3,352 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 715 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,897 shares
    Change vs previous 13F +269 shares

    0.01% of the 13F portfolio, value $569,820.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 3,356 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 541 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,628 shares
    Change vs previous 13F +208 shares

    0.01% of the 13F portfolio, value $467,940.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 3,351 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 277 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,420 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $483,691.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 3,151 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 269 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,414 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $452,218.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 3,176 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 238 shares

    Acceptance time not in the bulk data set (spec §4.2).