Position in DTE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,710,971
+$342,648 QoQ
Shares Held
24,355
+5.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#14
of 135 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)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $106,158,539 across 34 Utilities - Regulated Electric names. DTE ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
132,456 | $18,121,305 | |
| 2 | NEE |
Nextera Energy Inc
|
147,124 | $12,913,073 | |
| 3 | SO |
Southern Co
|
112,262 | $10,744,596 | |
| 4 | DUK |
Duke Energy CORP
|
56,447 | $7,145,061 | |
| 5 | XEL |
Xcel Energy Inc
|
47,995 | $3,853,998 | |
| 6 | ED |
Consolidated Edison Inc
|
34,618 | $3,829,789 | |
| 7 | DTE |
Dte Energy Co
This page
|
24,355 | $3,710,971 | |
| 8 | EIX |
Edison International
|
41,760 | $3,109,032 |
All Filings in DTE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,710,971 | 24,355 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,368,323 | 23,036 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,529,039 | 19,608 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,485,349 | 17,573 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,010,875 | 15,181 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,075,432 | 15,010 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,981,507 | 16,410 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $2,018,476 | 15,719 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,442,352 | 12,993 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,414,533 | 12,614 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,423,897 | 12,914 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $909,404 | 9,160 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,165,441 | 10,593 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,063,195 | 9,706 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,114,419 | 9,482 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $760,595 | 6,611 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $884,334 | 6,977 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,479,297 | 11,189 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,542,424 | 12,903 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $1,607,702 | 14,576 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,093,447 | 9,650 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $998,662 | 9,665 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $952,335 | 9,727 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $894,034 | 9,772 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $785,138 | 9,714 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||