Position in DTE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,191,864
-$439,065 QoQ
Shares Held
47,200
-9.6% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#177
of 1,026 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, 2026Sigma Planning Corp holds $43,226,300 across 19 Utilities - Regulated Electric names. DTE ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
113,356 | $9,949,256 | |
| 2 | DTE |
Dte Energy Co
This page
|
47,200 | $7,191,864 | |
| 3 | DUK |
Duke Energy CORP
|
40,177 | $5,085,604 | |
| 4 | SO |
Southern Co
|
40,567 | $3,882,667 | |
| 5 | CMS |
Cms Energy Corp
|
39,672 | $3,034,908 | |
| 6 | AEP |
American Electric Power Co Inc
|
18,080 | $2,473,524 | |
| 7 | EIX |
Edison International
|
28,634 | $2,131,801 | |
| 8 | FE |
Firstenergy Corp
|
37,888 | $1,801,195 |
All Filings in DTE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,191,864 | 47,200 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,630,929 | 52,188 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,855,158 | 53,149 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,528,318 | 53,230 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,205,161 | 54,395 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,742,013 | 55,992 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,641,370 | 55,001 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $7,110,575 | 55,374 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,157,724 | 55,470 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $6,041,766 | 53,877 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,990,523 | 18,053 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,470,526 | 55,102 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,635,774 | 51,225 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $6,424,849 | 58,653 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,666,419 | 56,721 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $6,122,500 | 53,216 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,472,108 | 51,062 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,647,254 | 50,278 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $5,926,195 | 49,575 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $5,576,116 | 49,916 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $6,077,982 | 46,898 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,931,931 | 52,065 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $6,117,973 | 50,391 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $6,016,017 | 52,295 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $5,824,459 | 54,181 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $4,532,346 | 47,724 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||