Carnegie Investment Counsel

Position in DTE — Dte Energy Co

CIK 1511506 PEPPER PIKE, OH

Position in DTE

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,827,678

+$71,576 QoQ

Shares Held

11,995

-0.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#328

of 1,030 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Carnegie Investment Counsel holds $120,056,382 across 14 Utilities - Regulated Electric names. DTE ranks #5 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNT	Alliant Energy Corp	649,377	$49,540,971
2	NEE	Nextera Energy Inc	406,002	$35,634,795
3	SO	Southern Co	207,587	$19,868,151
4	AEP	American Electric Power Co Inc	51,553	$7,052,965
5	DTE	Dte Energy Co This page	11,995	$1,827,678
6	DUK	Duke Energy CORP	12,422	$1,572,376
7	ETR	Entergy Corp /De/	9,102	$1,045,455
8	WEC	Wec Energy Group, Inc.	8,301	$969,307

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,827,678	11,995	-0.1%	Shares	Sole	2026-07-30
2026-03-31	$1,756,102	12,010	0.0%	Shares	Sole	2026-05-01
2025-12-31	$1,549,049	12,010	-2.0%	Shares	Sole	2026-01-23
2025-09-30	$1,732,517	12,250	+175.8%	Shares	Sole	2025-10-16
2025-06-30	$588,387	4,442	-1.5%	Shares	Sole	2025-07-31
2025-03-31	$623,321	4,508	-0.2%	Shares	Sole	2025-05-06
2024-12-31	$545,186	4,515	-0.7%	Shares	Sole	2025-01-15
2024-09-30	$583,751	4,546	+6.4%	Shares	Sole	2024-10-10
2024-06-30	$474,234	4,272	+142.5%	Shares	Sole	2024-07-22
2021-06-30	$228,355	1,762	-4.6%	Shares	Sole	2021-07-16
2021-03-31	$245,909	1,847	+7.0%	Shares	Sole	2021-04-12
2020-12-31	$209,553	1,726	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.