Position in DTE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$30,474
New position
Shares Held
200
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#872
of 1,030 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MCDONALD PARTNERS LLC holds $1,659,279 across 7 Utilities - Regulated Electric names. DTE ranks #3 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,980 | $1,139,254 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,172 | $433,961 | |
| 3 | DTE |
Dte Energy Co
This page
|
200 | $30,474 | |
| 4 | ETR |
Entergy Corp /De/
|
166 | $19,066 | |
| 5 | ES |
Eversource Energy
|
248 | $17,922 | |
| 6 | DUK |
Duke Energy CORP
|
87 | $11,012 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
65 | $7,590 |
All Filings in DTE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,474 | 200 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||