Position in DTE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,085,031
-$45,248 QoQ
Shares Held
13,684
-6.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#308
of 1,030 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Arvest Bank Trust Division holds $16,908,718 across 12 Utilities - Regulated Electric names. DTE ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
35,706 | $2,580,472 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
26,941 | $2,186,531 | |
| 3 | DTE |
Dte Energy Co
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|
13,684 | $2,085,031 | |
| 4 | NEE |
Nextera Energy Inc
|
23,164 | $2,033,104 | |
| 5 | LNT |
Alliant Energy Corp
|
26,234 | $2,001,391 | |
| 6 | EIX |
Edison International
|
20,456 | $1,522,949 | |
| 7 | FE |
Firstenergy Corp
|
27,816 | $1,322,372 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
10,324 | $1,104,668 |
All Filings in DTE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,085,031 | 13,684 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,130,279 | 14,569 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,886,074 | 14,623 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,196,832 | 15,533 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,190,755 | 16,539 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,159,343 | 51,778 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,567,867 | 79,237 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,337,903 | 80,507 | Shares | Sole | 2024-11-25 | |
| 2021-09-30 | $11,942,245 | 106,904 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,847,905 | 91,419 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $12,248,342 | 91,996 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $11,294,411 | 93,027 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $10,651,439 | 92,589 | Shares | Sole | 2020-11-30 | |
| 2020-06-30 | $10,217,771 | 95,049 | Shares | Sole | 2020-08-21 | |
| 2020-03-31 | $8,986,057 | 94,620 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||