Strategic Advisors LLC

Position in DTE — Dte Energy Co

CIK 1569119 New York, NY

Position in DTE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$337,347

-$6,782,835 QoQ

Shares Held

2,214

-95.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#641

of 1,030 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Strategic Advisors LLC holds $3,507,317 across 6 Utilities - Regulated Electric names. DTE ranks #5 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	9,475	$1,199,345
2	AEP	American Electric Power Co Inc	6,347	$868,333
3	ED	Consolidated Edison Inc	3,930	$434,775
4	EXC	Exelon Corp	8,457	$394,265
5	DTE	Dte Energy Co This page	2,214	$337,347
6	SO	Southern Co	2,855	$273,252

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$337,347	2,214	-95.5%	Shares	Sole	2026-07-28
2026-03-31	$7,120,182	48,695	0.0%	Shares	Sole	2026-05-14
2025-12-31	$6,280,681	48,695	0.0%	Shares	Sole	2026-02-10
2025-09-30	$6,886,933	48,695	0.0%	Shares	Sole	2025-11-03
2025-06-30	$6,450,139	48,695	0.0%	Shares	Sole	2025-08-12
2025-03-31	$6,733,057	48,695	0.0%	Shares	Sole	2025-04-17
2024-12-31	$5,879,921	48,695	-0.3%	Shares	Sole	2025-01-31
2024-09-30	$6,271,287	48,838	0.0%	Shares	Sole	2024-10-09
2024-06-30	$5,421,506	48,838	0.0%	Shares	Sole	2024-07-11
2024-03-31	$5,476,693	48,838	0.0%	Shares	Sole	2024-04-22
2023-12-31	$5,384,877	48,838	-1.7%	Shares	Sole	2024-01-19
2023-09-30	$4,934,712	49,705	0.0%	Shares	Sole	2023-10-13
2023-06-30	$5,468,544	49,705	-0.4%	Shares	Sole	2023-07-31
2023-03-31	$5,468,565	49,923	0.0%	Shares	Sole	2023-04-27
2022-12-31	$5,867,450	49,923	0.0%	Shares	Sole	2023-01-23
2022-09-30	$5,743,641	49,923	+0.5%	Shares	Sole	2022-11-10
2022-06-30	$6,293,898	49,656	0.0%	Shares	Sole	2022-08-03
2022-03-31	$6,565,019	49,656	-0.2%	Shares	Sole	2022-05-10
2021-12-31	$5,946,039	49,741	+269.3%	Shares	Sole	2022-01-21
2021-09-30	$1,504,733	13,470	—	Shares	Sole	2021-10-21
No filing history on record for this holder in this stock.