Position in DTE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,564,687
+$67,687 QoQ
Shares Held
10,269
+0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#350
of 1,030 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Derivatives in DTE
reported options exposure · as of Mar 31, 2025CallValue
$511,754
CallShares
515,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Columbia Asset Management holds $6,439,102 across 6 Utilities - Regulated Electric names. DTE ranks #3 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
13,521 | $1,849,808 | |
| 2 | DUK |
Duke Energy CORP
|
12,624 | $1,597,945 | |
| 3 | DTE |
Dte Energy Co
This page
|
10,269 | $1,564,687 | |
| 4 | SO |
Southern Co
|
7,141 | $683,465 | |
| 5 | D |
Dominion Energy, Inc
|
6,739 | $460,206 | |
| 6 | ED |
Consolidated Edison Inc
|
2,558 | $282,991 |
All Filings in DTE
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,564,687 | 10,269 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,497,000 | 10,238 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,330,557 | 10,316 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,594,340 | 11,273 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,493,089 | 11,272 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $511,754 | 515,000 | Call | Sole | 2025-04-10 | |
| 2025-03-31 | $1,600,475 | 11,575 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,431,370 | 11,854 | Shares | Sole | 2025-02-12 | |
| 2024-12-31 | $30,026 | 30,000 | Call | Sole | 2025-02-12 | |
| 2024-09-30 | $1,557,228 | 12,127 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,348,327 | 12,146 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,549,214 | 13,815 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,523,241 | 13,815 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,612,009 | 16,237 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,992,132 | 18,107 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,114,122 | 19,300 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,322,275 | 19,759 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,258,661 | 19,632 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,525,367 | 19,924 | Shares | Sole | 2022-08-26 | |
| 2021-12-31 | $2,306,285 | 19,293 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,365,682 | 21,177 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,822,688 | 21,780 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,145,564 | 23,626 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $2,607,280 | 21,475 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,274,226 | 19,769 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,774,180 | 16,504 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,065,847 | 11,223 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||