Position in DTE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$33,108,629
+$2,473,931 QoQ
Shares Held
217,291
+3.7% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#84
of 1,036 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LPL Financial LLC holds $2,404,136,978 across 37 Utilities - Regulated Electric names. DTE ranks #20 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,176,321 | $366,555,694 | |
| 2 | DUK |
Duke Energy CORP
|
2,563,597 | $324,500,108 | |
| 3 | SO |
Southern Co
|
3,203,334 | $306,591,097 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,197,999 | $163,898,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,340,850 | $156,571,054 | |
| 6 | XEL |
Xcel Energy Inc
|
1,526,598 | $122,585,819 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,172,859 | $95,189,236 | |
| 8 | ED |
Consolidated Edison Inc
|
846,852 | $93,687,236 |
All Filings in DTE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,108,629 | 217,291 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $30,634,698 | 209,511 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,419,987 | 212,591 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $36,481,585 | 257,948 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $32,144,068 | 242,670 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $25,670,378 | 185,654 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $22,910,380 | 189,734 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $22,853,641 | 177,974 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $19,992,234 | 180,094 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $19,237,841 | 171,552 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $15,756,705 | 142,905 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,880,190 | 129,736 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,152,149 | 110,454 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $11,174,613 | 102,014 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,727,550 | 91,275 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $10,162,481 | 88,331 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,602,257 | 83,647 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,497,040 | 71,833 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,356,682 | 69,907 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,382,913 | 66,090 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,640,304 | 66,669 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,807,089 | 73,660 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,832,216 | 72,747 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,717,574 | 67,086 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $7,043,295 | 65,519 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,208,722 | 54,846 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||