Position in DTE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,908,024
+$13,468 QoQ
Shares Held
84,715
-3.9% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#129
of 1,030 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $265,388,181 across 25 Utilities - Regulated Electric names. DTE ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
512,469 | $59,841,005 | |
| 2 | MGEE |
Mge Energy Inc
|
530,621 | $43,266,836 | |
| 3 | IDA |
Idacorp Inc
|
277,281 | $41,952,615 | |
| 4 | NEE |
Nextera Energy Inc
|
476,755 | $41,844,786 | |
| 5 | ETR |
Entergy Corp /De/
|
336,328 | $38,630,634 | |
| 6 | DTE |
Dte Energy Co
This page
|
84,715 | $12,908,024 | |
| 7 | LNT |
Alliant Energy Corp
|
146,672 | $11,189,606 | |
| 8 | SO |
Southern Co
|
36,614 | $3,504,325 |
All Filings in DTE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,908,024 | 84,715 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $12,894,556 | 88,186 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,079,492 | 93,654 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $14,116,128 | 99,810 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $13,816,505 | 104,307 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $14,608,225 | 105,650 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $13,343,599 | 110,506 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $86,931,258 | 676,982 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $78,821,873 | 710,043 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $81,641,508 | 728,032 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $78,231,454 | 709,518 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $69,597,265 | 701,020 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $73,417,776 | 667,313 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $73,415,679 | 670,218 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $80,155,577 | 682,001 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $74,293,997 | 645,754 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $90,385,044 | 713,097 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $88,229,021 | 667,340 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $81,376,855 | 680,750 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $70,453,262 | 630,680 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $68,663,652 | 529,812 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $68,522,075 | 514,662 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $58,866,511 | 484,857 | Shares | Defined | 2021-04-13 | |
| 2020-09-30 | $56,396,644 | 490,235 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $52,718,989 | 490,409 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $48,545,985 | 511,172 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||