Position in DTE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,394,960
+$3,368,204 QoQ
Shares Held
28,844
+310.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#233
of 1,030 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EP Wealth Advisors, LLC holds $196,573,257 across 30 Utilities - Regulated Electric names. DTE ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
736,854 | $64,673,675 | |
| 2 | XEL |
Xcel Energy Inc
|
613,442 | $49,259,392 | |
| 3 | SO |
Southern Co
|
491,161 | $47,009,019 | |
| 4 | DUK |
Duke Energy CORP
|
40,955 | $5,184,083 | |
| 5 | AEP |
American Electric Power Co Inc
|
34,286 | $4,690,667 | |
| 6 | DTE |
Dte Energy Co
This page
|
28,844 | $4,394,960 | |
| 7 | ED |
Consolidated Edison Inc
|
20,311 | $2,247,005 | |
| 8 | ES |
Eversource Energy
|
28,925 | $2,090,409 |
All Filings in DTE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,394,960 | 28,844 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,026,756 | 7,022 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $465,875 | 3,612 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $490,102 | 3,700 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $390,474 | 2,824 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $383,019 | 3,172 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $404,491 | 3,150 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $201,372 | 1,814 | Shares | Sole | 2024-08-19 | |
| 2023-12-31 | $380,948 | 3,455 | Shares | Sole | 2024-02-28 | |
| 2022-06-30 | $707,138 | 5,579 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $239,828 | 1,814 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||