SIGMA INVESTMENT COUNSELORS INC

Position in DTE — Dte Energy Co

CIK 1085163 NORTHVILLE, MI

Position in DTE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,085,788

+$4,345 QoQ

Shares Held

7,126

-3.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#405

of 1,030 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

SIGMA INVESTMENT COUNSELORS INC holds $7,587,970 across 6 Utilities - Regulated Electric names. DTE ranks #2 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	55,239	$4,848,327
2	DTE	Dte Energy Co This page	7,126	$1,085,788
3	ETR	Entergy Corp /De/	4,709	$540,875
4	SO	Southern Co	5,133	$491,279
5	DUK	Duke Energy CORP	2,550	$322,779
6	ED	Consolidated Edison Inc	2,702	$298,922

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,085,788	7,126	-3.7%	Shares	Sole	2026-07-28
2026-03-31	$1,081,443	7,396	-3.5%	Shares	Sole	2026-04-29
2025-12-31	$988,502	7,664	-3.4%	Shares	Sole	2026-02-03
2025-09-30	$1,122,529	7,937	+0.4%	Shares	Sole	2025-10-29
2025-06-30	$1,047,361	7,907	+0.4%	Shares	Sole	2025-07-29
2025-03-31	$1,089,291	7,878	+0.5%	Shares	Sole	2025-04-30
2024-12-31	$946,076	7,835	+0.4%	Shares	Sole	2025-02-04
2024-09-30	$1,002,368	7,806	+13.4%	Shares	Sole	2024-10-23
2024-06-30	$763,970	6,882	-2.8%	Shares	Sole	2024-07-25
2024-03-31	$793,839	7,079	+0.5%	Shares	Sole	2024-04-25
2023-12-31	$776,891	7,046	-7.0%	Shares	Sole	2024-01-22
2023-09-30	$751,847	7,573	-10.6%	Shares	Sole	2023-10-24
2023-06-30	$931,539	8,467	+0.3%	Shares	Sole	2023-07-21
2023-03-31	$924,408	8,439	-2.3%	Shares	Sole	2023-04-28
2022-12-31	$1,015,694	8,642	+0.6%	Shares	Sole	2023-01-27
2022-09-30	$988,049	8,588	+25.6%	Shares	Sole	2022-10-24
2022-06-30	$866,843	6,839	+3.7%	Shares	Sole	2022-07-15
2022-03-31	$871,660	6,593	+0.4%	Shares	Sole	2022-04-20
2021-12-31	$785,258	6,569	+0.4%	Shares	Sole	2022-02-08
2021-09-30	$731,141	6,545	+2.3%	Shares	Sole	2021-11-05
2021-06-30	$829,440	6,400	+0.4%	Shares	Sole	2021-08-04
2021-03-31	$848,634	6,374	+3.4%	Shares	Sole	2021-04-30
2020-12-31	$748,735	6,167	+97.2%	Shares	Sole	2021-02-04
2020-09-30	$359,730	3,127	-63.0%	Shares	Sole	2020-10-20
2020-06-30	$907,730	8,444	-1.7%	Shares	Sole	2020-07-31
2020-03-31	$815,507	8,587	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.