Position in DTE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,216,108
+$368,617 QoQ
Shares Held
21,995
-0.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CWM, LLC holds $290,034,910 across 37 Utilities - Regulated Electric names. DTE ranks #14 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,351,877 | $41,322,478 | |
| 2 | EIX |
Edison International
|
553,439 | $40,500,666 | |
| 3 | AEP |
American Electric Power Co Inc
|
250,243 | $32,801,852 | |
| 4 | ED |
Consolidated Edison Inc
|
251,126 | $28,422,440 | |
| 5 | DUK |
Duke Energy CORP
|
209,645 | $27,450,916 | |
| 6 | NEE |
Nextera Energy Inc
|
261,178 | $24,258,212 | |
| 7 | EVRG |
Evergy, Inc.
|
280,007 | $22,938,173 | |
| 8 | SO |
Southern Co
|
158,138 | $15,263,479 |
All Filings in DTE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,216,108 | 21,995 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,847,491 | 22,077 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,076,346 | 35,893 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,158,906 | 23,848 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,071,253 | 22,212 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,960,980 | 16,240 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,152,993 | 8,979 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $976,110 | 8,793 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,104,691 | 9,851 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,241,086 | 11,256 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,193,246 | 12,019 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,499,132 | 13,626 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,159,919 | 10,589 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $897,106 | 7,633 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $592,507 | 5,150 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $463,017 | 3,653 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $645,449 | 4,882 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $544,026 | 4,551 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $198,417 | 1,531 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $203,837 | 1,531 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $185,878 | 1,531 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $176,126 | 1,531 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $164,582 | 1,531 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $145,399 | 1,531 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||