Position in DTE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,690,131
-$273,589 QoQ
Shares Held
76,722
-6.2% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#134
of 1,026 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NewEdge Advisors, LLC holds $332,714,994 across 32 Utilities - Regulated Electric names. DTE ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,067,217 | $102,143,339 | |
| 2 | ETR |
Entergy Corp /De/
|
532,196 | $61,128,032 | |
| 3 | NEE |
Nextera Energy Inc
|
443,671 | $38,941,003 | |
| 4 | DUK |
Duke Energy CORP
|
230,694 | $29,201,246 | |
| 5 | AEP |
American Electric Power Co Inc
|
101,934 | $13,945,590 | |
| 6 | DTE |
Dte Energy Co
This page
|
76,722 | $11,690,131 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
90,473 | $10,564,532 | |
| 8 | PCG |
PG&E Corp
|
535,419 | $9,005,747 |
All Filings in DTE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,690,131 | 76,722 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,963,720 | 81,820 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $48,140,624 | 373,241 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $51,887,696 | 366,879 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $48,205,373 | 363,924 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $46,523,292 | 336,467 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $39,239,644 | 324,966 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $40,732,679 | 317,208 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,632,721 | 293,962 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $28,608,371 | 255,113 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,443,964 | 13,096 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,354,079 | 13,639 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,855,927 | 16,869 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,684,268 | 33,634 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,164,618 | 246,470 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $26,001,415 | 226,001 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $25,539,998 | 201,499 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $626,748 | 5,243 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $593,515 | 5,313 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $480,945 | 3,711 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||