Position in DTE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,884,211
+$119,484 QoQ
Shares Held
18,929
+0.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#274
of 1,026 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $17,960,934 across 14 Utilities - Regulated Electric names. DTE ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
47,273 | $3,836,676 | |
| 2 | DTE |
Dte Energy Co
This page
|
18,929 | $2,884,211 | |
| 3 | DUK |
Duke Energy CORP
|
18,716 | $2,369,071 | |
| 4 | NEE |
Nextera Energy Inc
|
20,669 | $1,814,118 | |
| 5 | XEL |
Xcel Energy Inc
|
15,717 | $1,262,075 | |
| 6 | ED |
Consolidated Edison Inc
|
10,794 | $1,194,140 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
8,939 | $1,043,807 | |
| 8 | EVRG |
Evergy, Inc.
|
8,200 | $708,726 |
All Filings in DTE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,884,211 | 18,929 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,764,727 | 18,908 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,421,728 | 18,776 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,164,869 | 15,307 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,074,588 | 15,662 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,219,233 | 16,050 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,015,921 | 16,695 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,172,825 | 16,921 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,895,273 | 17,073 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,855,244 | 16,544 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,674,408 | 15,186 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,534,968 | 15,461 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,544,762 | 23,130 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,583,400 | 14,455 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,608,868 | 13,689 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,422,938 | 12,368 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,564,348 | 12,342 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,312,316 | 9,926 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,102,517 | 9,223 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $957,354 | 8,570 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,034,726 | 7,984 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,045,414 | 7,852 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $910,939 | 7,503 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $792,280 | 6,887 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $652,202 | 6,067 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $249,865 | 2,631 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||