Position in DTE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$51,932,226
+$6,278,853 QoQ
Shares Held
355,165
+0.3% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026VAUGHAN DAVID INVESTMENTS LLC/IL holds $603,917,497 across 20 Utilities - Regulated Electric names. DTE ranks #9 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
704,598 | $79,168,631 | |
| 2 | NEE |
Nextera Energy Inc
|
700,804 | $65,090,675 | |
| 3 | AEP |
American Electric Power Co Inc
|
481,323 | $63,091,818 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
497,618 | $57,609,235 | |
| 5 | XEL |
Xcel Energy Inc
|
721,070 | $57,281,800 | |
| 6 | SO |
Southern Co
|
581,376 | $56,114,411 | |
| 7 | LNT |
Alliant Energy Corp
|
780,015 | $55,973,876 | |
| 8 | DUK |
Duke Energy CORP
|
424,799 | $55,623,181 |
All Filings in DTE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,932,226 | 355,165 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $45,653,373 | 353,957 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $49,837,244 | 352,381 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $46,944,221 | 354,403 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $48,842,494 | 353,240 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $41,953,863 | 347,444 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $43,999,943 | 342,652 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $37,639,494 | 339,064 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $37,029,973 | 330,212 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $35,719,939 | 323,961 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $29,683,429 | 298,987 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $29,516,055 | 268,279 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $28,630,250 | 261,368 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $29,859,789 | 254,061 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $28,370,409 | 246,592 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $30,979,221 | 244,412 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $31,259,600 | 236,439 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $27,689,289 | 231,632 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $25,062,026 | 224,349 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $28,573,826 | 220,477 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $28,818,675 | 216,454 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $25,921,045 | 213,500 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $23,862,981 | 207,432 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $22,019,449 | 204,832 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $18,839,856 | 198,377 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||