Position in DTE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,803,159
+$3,594,505 QoQ
Shares Held
31,523
+281.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#223
of 1,026 holders
Holding Since
Sep 2020
22 quarters on record
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PARK AVENUE SECURITIES LLC holds $68,737,390 across 27 Utilities - Regulated Electric names. DTE ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
113,232 | $9,938,372 | |
| 2 | DUK |
Duke Energy CORP
|
63,537 | $8,042,513 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
55,424 | $6,471,860 | |
| 4 | AEP |
American Electric Power Co Inc
|
37,113 | $5,077,429 | |
| 5 | DTE |
Dte Energy Co
This page
|
31,523 | $4,803,159 | |
| 6 | SO |
Southern Co
|
43,388 | $4,152,665 | |
| 7 | NGG |
National Grid PLC
|
41,097 | $3,405,708 | |
| 8 | ETR |
Entergy Corp /De/
|
29,471 | $3,385,039 |
All Filings in DTE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,803,159 | 31,523 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,208,654 | 8,266 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,041,513 | 8,075 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,218,985 | 8,619 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,275,059 | 9,626 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,372,744 | 9,928 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,195,787 | 9,903 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,265,994 | 9,859 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,155,281 | 10,407 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,141,809 | 10,182 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,128,731 | 10,237 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $363,364 | 3,660 | Shares | Sole | 2023-10-26 | |
| 2022-12-31 | $240,231 | 2,044 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $398,188 | 3,461 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $797,764 | 6,294 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $838,211 | 6,340 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $347,502 | 2,907 | Shares | Sole | 2022-04-08 | |
| 2021-09-30 | $633,730 | 5,673 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $573,868 | 4,428 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $517,914 | 3,890 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $384,019 | 3,163 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $350,181 | 3,044 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||