Advance Capital Management, Inc.

Position in DTE — Dte Energy Co

CIK 1536029 SOUTHFIELD, MI

Position in DTE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$732,747

+$28,991 QoQ

Shares Held

4,809

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#476

of 1,030 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Utilities · as of Jun 30, 2026

Advance Capital Management, Inc. holds $5,184,099 across 5 Utilities - Regulated Electric names. DTE ranks #2 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEE	Ameren Corp	28,090	$3,175,293
2	DTE	Dte Energy Co This page	4,809	$732,747
3	NEE	Nextera Energy Inc	8,129	$713,482
4	FTS	Fortis Inc.	5,400	$309,042
5	SO	Southern Co	2,649	$253,535

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$732,747	4,809	-0.1%	Shares	Sole	2026-08-13
2026-03-31	$703,756	4,813	-22.4%	Shares	Sole	2026-04-29
2025-12-31	$800,449	6,206	+25.3%	Shares	Sole	2026-01-06
2025-09-30	$700,502	4,953	+7.5%	Shares	Sole	2025-10-10
2025-06-30	$610,508	4,609	-0.9%	Shares	Sole	2025-07-08
2025-03-31	$642,817	4,649	+3.7%	Shares	Sole	2025-04-09
2024-12-31	$541,080	4,481	+26.2%	Shares	Sole	2025-01-06
2024-09-30	$456,112	3,552	-0.9%	Shares	Sole	2024-10-07
2024-06-30	$397,859	3,584	+1.7%	Shares	Sole	2024-07-08
2024-03-31	$395,181	3,524	-25.3%	Shares	Sole	2024-04-04
2023-12-31	$519,875	4,715	+0.1%	Shares	Sole	2024-01-10
2023-09-30	$467,509	4,709	-14.0%	Shares	Sole	2023-10-13
2023-06-30	$602,249	5,474	0.0%	Shares	Sole	2023-07-03
2023-03-31	$599,621	5,474	0.0%	Shares	Sole	2023-04-04
2022-12-31	$643,359	5,474	0.0%	Shares	Sole	2023-02-08
2022-09-30	$629,783	5,474	0.0%	Shares	Sole	2022-10-28
2022-06-30	$693,829	5,474	-1.4%	Shares	Sole	2022-08-08
2022-03-31	$734,029	5,552	0.0%	Shares	Sole	2022-05-03
2021-12-31	$663,686	5,552	—	Shares	Sole	2022-01-14
No filing history on record for this holder in this stock.