Position in DTE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,228,695
+$17,745,900 QoQ
Shares Held
218,079
+106.0% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#81
of 1,026 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 12%
Shared 21%
None 67%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $641,360,641 across 37 Utilities - Regulated Electric names. DTE ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,493,361 | $131,072,294 | |
| 2 | EIX |
Edison International
|
809,682 | $60,280,823 | |
| 3 | DUK |
Duke Energy CORP
|
433,711 | $54,899,137 | |
| 4 | PCG |
PG&E Corp
|
3,082,638 | $51,849,970 | |
| 5 | ES |
Eversource Energy
|
537,372 | $38,835,873 | |
| 6 | DTE |
Dte Energy Co
This page
|
218,079 | $33,228,695 | |
| 7 | ED |
Consolidated Edison Inc
|
272,991 | $30,200,993 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
325,174 | $26,391,118 |
All Filings in DTE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,228,695 | 218,079 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $15,482,795 | 105,887 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,243,570 | 32,901 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $5,197,411 | 36,749 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $4,951,884 | 37,384 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $5,050,864 | 36,529 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,489,071 | 28,895 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,151,181 | 24,540 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,726,940 | 78,614 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,689,902 | 23,987 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,984,900 | 18,002 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,369,964 | 13,799 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,589,789 | 14,450 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $626,678 | 5,721 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $745,257 | 6,341 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $483,094 | 4,199 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $590,908 | 4,662 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $259,528 | 1,963 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $322,279 | 2,696 | Shares | Sole | 2022-02-14 | |
| 2020-06-30 | $205,755 | 1,914 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $238,564 | 2,512 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||