Position in DTE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$170,977,263
-$4,460,262 QoQ
Shares Held
1,122,119
-6.5% QoQ
Ownership
0.539%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#24
of 1,036 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 11%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bank of New York Mellon Corp holds $8,130,324,833 across 35 Utilities - Regulated Electric names. DTE ranks #18 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,048,560 | $1,145,272,101 | |
| 2 | D |
Dominion Energy, Inc
|
10,212,160 | $697,388,395 | |
| 3 | SO |
Southern Co
|
7,278,460 | $696,621,396 | |
| 4 | DUK |
Duke Energy CORP
|
4,784,956 | $605,679,723 | |
| 5 | EXC |
Exelon Corp
|
12,459,069 | $580,841,785 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,621,775 | $495,495,027 | |
| 7 | EIX |
Edison International
|
4,155,291 | $309,361,405 | |
| 8 | XEL |
Xcel Energy Inc
|
3,489,252 | $280,186,931 |
All Filings in DTE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,977,263 | 1,122,119 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $175,437,525 | 1,199,819 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $160,441,565 | 1,243,926 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $180,874,109 | 1,278,895 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $168,454,142 | 1,271,736 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $184,615,193 | 1,335,179 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $167,158,446 | 1,384,335 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $184,554,696 | 1,437,230 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $157,172,944 | 1,415,845 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $160,532,104 | 1,431,533 | Shares | Other | 2024-04-25 | |
| 2023-12-31 | $157,939,285 | 1,432,426 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $150,457,740 | 1,515,489 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $173,599,890 | 1,577,894 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $167,944,968 | 1,533,184 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $187,796,479 | 1,597,860 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $190,792,817 | 1,658,347 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $210,887,404 | 1,663,806 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $209,572,276 | 1,585,147 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $177,538,649 | 1,485,182 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $169,695,081 | 1,519,068 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $195,501,903 | 1,508,502 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $210,896,478 | 1,584,021 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $180,485,378 | 1,486,577 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $157,145,008 | 1,366,003 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $146,307,449 | 1,360,999 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $125,170,593 | 1,318,002 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||