Position in DTE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$40,944,561
+$6,656,556 QoQ
Shares Held
268,718
+14.6% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#73
of 1,030 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 69%
Shared 4%
None 27%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Focus Partners Wealth holds $705,457,085 across 32 Utilities - Regulated Electric names. DTE ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,154,784 | $146,172,558 | |
| 2 | SO |
Southern Co
|
1,407,819 | $134,742,356 | |
| 3 | NEE |
Nextera Energy Inc
|
1,170,089 | $102,698,711 | |
| 4 | D |
Dominion Energy, Inc
|
760,846 | $51,958,173 | |
| 5 | PCG |
PG&E Corp
|
2,947,922 | $49,584,048 | |
| 6 | DTE |
Dte Energy Co
This page
|
268,718 | $40,944,561 | |
| 7 | EVRG |
Evergy, Inc.
|
412,886 | $35,685,736 | |
| 8 | EIX |
Edison International
|
262,903 | $19,573,128 |
All Filings in DTE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,944,561 | 268,718 | Shares | Sole | 2026-08-12 | |
| 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 | $21,195,247 | 175,530 | Shares | Sole | 2025-05-20 | |
| 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. | ||||||