AFFINITY INVESTMENT ADVISORS, LLC

Position in DTE — Dte Energy Co

CIK 1520601 NEWPORT BEACH, CA

Position in DTE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$246,839

+$9,963 QoQ

Shares Held

1,620

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#708

of 1,030 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

AFFINITY INVESTMENT ADVISORS, LLC holds $4,574,263 across 6 Utilities - Regulated Electric names. DTE ranks #6 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	30,235	$1,409,555
2	PPL	PPL Corp	29,754	$1,081,557
3	ED	Consolidated Edison Inc	6,960	$769,984
4	AEP	American Electric Power Co Inc	4,971	$680,082
5	EIX	Edison International	5,188	$386,246
6	DTE	Dte Energy Co This page	1,620	$246,839

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,839	1,620	0.0%	Shares	Sole	2026-08-05
2026-03-31	$236,876	1,620	0.0%	Shares	Sole	2026-05-14
2025-12-31	$208,947	1,620	0.0%	Shares	Sole	2026-02-12
2025-09-30	$229,116	1,620	0.0%	Shares	Sole	2025-11-10
2025-06-30	$214,585	1,620	0.0%	Shares	Sole	2025-08-14
2025-03-31	$223,997	1,620	0.0%	Shares	Sole	2025-05-13
2024-09-30	$208,024	1,620	-5.8%	Shares	Sole	2024-10-28
2022-12-31	$202,151	1,720	0.0%	Shares	Sole	2023-02-08
2022-06-30	$218,010	1,720	+0.7%	Shares	Sole	2022-07-27
2022-03-31	$225,814	1,708	+1.2%	Shares	Sole	2022-05-05
2021-12-31	$201,663	1,687	0.0%	Shares	Sole	2022-02-04
2021-06-30	$218,635	1,687	0.0%	Shares	Sole	2021-08-09
2021-03-31	$224,607	1,687	0.0%	Shares	Sole	2021-05-13
2020-12-31	$204,818	1,687	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.