Position in DTE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$125,099,122
+$43,846,131 QoQ
Shares Held
821,022
+47.7% QoQ
Ownership
0.395%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#32
of 1,036 holders
Holding Since
Mar 2020
26 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, 2026FIRST TRUST ADVISORS LP holds $3,076,093,584 across 37 Utilities - Regulated Electric names. DTE ranks #9 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,982,053 | $250,888,268 | |
| 2 | SO |
Southern Co
|
2,431,833 | $232,750,736 | |
| 3 | D |
Dominion Energy, Inc
|
2,779,382 | $189,803,996 | |
| 4 | EXC |
Exelon Corp
|
3,659,750 | $170,617,545 | |
| 5 | ED |
Consolidated Edison Inc
|
1,461,379 | $161,672,358 | |
| 6 | ES |
Eversource Energy
|
2,066,768 | $149,365,323 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,672,030 | $135,701,954 | |
| 8 | EIX |
Edison International
|
1,718,849 | $127,968,308 |
All Filings in DTE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,099,122 | 821,022 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $81,252,991 | 555,690 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $96,323,295 | 746,808 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $113,886,648 | 805,251 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $96,072,575 | 725,295 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $113,532,667 | 821,094 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $63,988,685 | 529,927 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $69,169,073 | 538,658 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $65,539,748 | 590,395 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $74,002,531 | 659,912 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $86,133,017 | 781,181 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $75,896,482 | 764,469 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $84,909,805 | 771,767 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $87,179,160 | 795,866 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $79,733,997 | 678,414 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $67,414,467 | 585,958 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $76,883,380 | 606,575 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $90,233,852 | 682,504 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $96,395,979 | 806,391 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $90,290,947 | 808,262 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $90,259,683 | 696,448 | Shares | Other | 2021-10-12 | |
| 2021-03-31 | $82,370,260 | 629,667 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $71,971,754 | 592,799 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $69,279,515 | 602,221 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $62,158,461 | 578,218 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $64,522,307 | 679,397 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||