Position in DTE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$34,288,005
+$5,409,255 QoQ
Shares Held
234,496
+4.7% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 74.01340745992066.ToString("F0")%
Shared 4.021823397966079.ToString("F0")%
None 21.964769142113273.ToString("F0")%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Focus Partners Wealth holds $697,439,690 across 31 Utilities - Regulated Electric names. DTE ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,147,807 | $150,293,848 | |
| 2 | SO |
Southern Co
|
1,462,181 | $141,129,710 | |
| 3 | NEE |
Nextera Energy Inc
|
1,101,298 | $102,288,558 | |
| 4 | PCG |
PG&E Corp
|
2,941,405 | $51,680,485 | |
| 5 | D |
Dominion Energy, Inc
|
661,822 | $40,913,836 | |
| 6 | DTE |
Dte Energy Co
This page
|
234,496 | $34,288,005 | |
| 7 | EVRG |
Evergy, Inc.
|
411,084 | $33,676,001 | |
| 8 | ES |
Eversource Energy
|
350,927 | $24,312,222 |
All Filings in DTE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,288,005 | 234,496 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,878,750 | 223,901 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $29,350,967 | 207,530 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,307,999 | 183,512 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $25,152,004 | 181,905 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $21,211,669 | 175,666 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $19,870,034 | 154,739 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $517,306 | 4,660 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||