Position in DTE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$533,295
+$21,525 QoQ
Shares Held
3,500
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#538
of 1,030 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, 2026Wellington Shields & Co., LLC holds $5,970,525 across 9 Utilities - Regulated Electric names. DTE ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
18,084 | $1,730,819 | |
| 2 | EIX |
Edison International
|
15,500 | $1,153,975 | |
| 3 | NEE |
Nextera Energy Inc
|
12,695 | $1,114,240 | |
| 4 | DUK |
Duke Energy CORP
|
6,049 | $765,682 | |
| 5 | DTE |
Dte Energy Co
This page
|
3,500 | $533,295 | |
| 6 | ED |
Consolidated Edison Inc
|
2,932 | $324,367 | |
| 7 | ETR |
Entergy Corp /De/
|
1,360 | $156,209 | |
| 8 | AEP |
American Electric Power Co Inc
|
850 | $116,288 |
All Filings in DTE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,295 | 3,500 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $511,770 | 3,500 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $451,430 | 3,500 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $495,005 | 3,500 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $463,610 | 3,500 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $483,945 | 3,500 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $422,625 | 3,500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $449,435 | 3,500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $388,535 | 3,500 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $392,490 | 3,500 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $385,910 | 3,500 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $347,480 | 3,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $385,070 | 3,500 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $383,390 | 3,500 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $411,355 | 3,500 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $402,675 | 3,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $443,625 | 3,500 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $462,735 | 3,500 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $418,390 | 3,500 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $390,985 | 3,500 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $453,600 | 3,500 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $465,989 | 3,500 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $433,312 | 3,569 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $410,577 | 3,569 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $383,667 | 3,569 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $338,947 | 3,569 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||