Baltimore-Washington Financial Advisors, Inc.

Position in DTE — Dte Energy Co

CIK 1555486 Columbia, MD

Back to DTE Full portfolio

Position in DTE

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

Position Value

$335,214

+$13,530 QoQ

Shares Held

2,200

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#642

of 1,026 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in DTE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Baltimore-Washington Financial Advisors, Inc. holds $16,838,078 across 6 Utilities - Regulated Electric names. DTE ranks #5 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	140,045	$13,403,706
2	NEE	Nextera Energy Inc	16,492	$1,447,502
3	D	Dominion Energy, Inc	11,731	$801,109
4	PPL	PPL Corp	14,929	$542,669
5	DTE	Dte Energy Co This page	2,200	$335,214
6	EXC	Exelon Corp	6,604	$307,878

All Filings in DTE

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$335,214	2,200	0.0%	Shares	Sole	2026-08-13
2026-03-31	$321,684	2,200	0.0%	Shares	Sole	2026-05-15
2025-12-31	$283,756	2,200	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.