Position in DTE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$229,773
+$9,274 QoQ
Shares Held
1,508
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#728
of 1,030 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LVM CAPITAL MANAGEMENT LTD/MI holds $23,917,347 across 7 Utilities - Regulated Electric names. DTE ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
129,107 | $19,533,889 | |
| 2 | NEE |
Nextera Energy Inc
|
21,716 | $1,906,013 | |
| 3 | DUK |
Duke Energy CORP
|
6,941 | $878,591 | |
| 4 | D |
Dominion Energy, Inc
|
8,980 | $613,244 | |
| 5 | SO |
Southern Co
|
4,974 | $476,061 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,045 | $279,776 | |
| 7 | DTE |
Dte Energy Co
This page
|
1,508 | $229,773 |
All Filings in DTE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,773 | 1,508 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $220,499 | 1,508 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $213,276 | 1,508 | Shares | Sole | 2025-10-09 | |
| 2025-03-31 | $208,511 | 1,508 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||