TCI Wealth Advisors, Inc.

Position in DTE — Dte Energy Co

CIK 1583751 Tucson, AZ

Position in DTE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$286,455

+$13,463 QoQ

Shares Held

1,880

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#673

of 1,026 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

TCI Wealth Advisors, Inc. holds $2,032,469 across 5 Utilities - Regulated Electric names. DTE ranks #4 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNW	Pinnacle West Capital Corp	5,101	$545,807
2	XEL	Xcel Energy Inc	6,201	$497,940
3	SO	Southern Co	4,643	$444,381
4	DTE	Dte Energy Co This page	1,880	$286,455
5	AEP	American Electric Power Co Inc	1,885	$257,886

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$286,455	1,880	+0.7%	Shares	Sole	2026-07-29
2026-03-31	$272,992	1,867	-20.5%	Shares	Sole	2026-04-27
2025-12-31	$302,974	2,349	-0.6%	Shares	Sole	2026-02-02
2025-09-30	$334,199	2,363	-0.1%	Shares	Sole	2025-10-14
2025-06-30	$313,267	2,365	-0.6%	Shares	Sole	2025-07-16
2025-03-31	$329,082	2,380	+1.1%	Shares	Sole	2025-04-21
2024-12-31	$284,245	2,354	+0.1%	Shares	Sole	2025-01-23
2024-09-30	$301,891	2,351	-1.3%	Shares	Sole	2024-10-24
2024-06-30	$264,536	2,383	+2.7%	Shares	Sole	2024-07-30
2024-03-31	$260,164	2,320	+0.4%	Shares	Sole	2024-05-07
2023-12-31	$254,810	2,311	-1.8%	Shares	Sole	2024-02-06
2023-09-30	$233,705	2,354	+8.8%	Shares	Sole	2023-10-31
2023-06-30	$237,973	2,163	+15.7%	Shares	Sole	2023-08-04
2023-03-31	$204,839	1,870	-0.1%	Shares	Sole	2023-05-03
2022-12-31	$219,898	1,871	-0.1%	Shares	Sole	2023-02-07
2022-09-30	$215,373	1,872	-3.3%	Shares	Sole	2022-11-08
2022-06-30	$245,388	1,936	0.0%	Shares	Sole	2022-07-19
2022-03-31	$255,958	1,936	0.0%	Shares	Sole	2022-04-29
2021-12-31	$231,429	1,936	+41.6%	Shares	Sole	2022-01-24
2021-09-30	$152,707	1,367	-1.8%	Shares	Sole	2021-10-29
2021-06-30	$180,403	1,392	+0.7%	Shares	Sole	2021-08-02
2021-03-31	$183,999	1,382	+1.3%	Shares	Sole	2021-04-29
2020-12-31	$165,603	1,364	-2.2%	Shares	Sole	2021-01-21
2020-09-30	$160,365	1,394	-6.8%	Shares	Sole	2020-10-20
2020-06-30	$160,712	1,495	+5.4%	Shares	Sole	2020-07-20
2020-03-31	$134,762	1,419	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.