Position in DTE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,810,460
+$140,482 QoQ
Shares Held
11,882
+4.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#329
of 1,025 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $3,946,455 across 23 Utilities - Regulated Electric names. DTE ranks #1 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
This page
|
11,882 | $1,810,460 | |
| 2 | CMS |
Cms Energy Corp
|
7,156 | $547,434 | |
| 3 | NEE |
Nextera Energy Inc
|
4,895 | $429,634 | |
| 4 | SO |
Southern Co
|
3,672 | $351,447 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,721 | $235,450 | |
| 6 | EXC |
Exelon Corp
|
3,842 | $179,114 | |
| 7 | IDA |
Idacorp Inc
|
983 | $148,727 | |
| 8 | DUK |
Duke Energy CORP
|
411 | $52,024 |
All Filings in DTE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,810,460 | 11,882 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,669,978 | 11,421 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,498,747 | 11,620 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,644,830 | 11,630 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,541,701 | 11,639 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,732,799 | 12,532 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,738,437 | 14,397 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,807,499 | 14,076 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,495,970 | 13,476 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,601,471 | 14,281 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,584,215 | 14,368 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,404,812 | 14,150 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,534,448 | 13,947 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,566,531 | 14,301 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,236,415 | 10,520 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,206,644 | 10,488 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,339,240 | 10,566 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,426,678 | 10,791 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,325,937 | 11,092 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,284,329 | 11,497 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,286,928 | 9,930 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,261,634 | 9,476 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,134,455 | 9,344 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,132,914 | 9,848 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,163,760 | 20,128 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,814,970 | 19,111 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||