Lido Advisors, LLC

Position in DTE — Dte Energy Co

CIK 1650150 Los Angeles, CA

Position in DTE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$6,833,336

+$779,975 QoQ

Shares Held

44,847

+8.3% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#186

of 1,026 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 66% Shared 0% None 34%

Utilities · as of Jun 30, 2026

Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names. DTE ranks #6 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	330,323	$28,992,448
2	SO	Southern Co	163,484	$15,647,052
3	DUK	Duke Energy CORP	95,906	$12,139,779
4	AEP	American Electric Power Co Inc	74,857	$10,241,183
5	D	Dominion Energy, Inc	102,192	$6,978,690
6	DTE	Dte Energy Co This page	44,847	$6,833,336
7	ED	Consolidated Edison Inc	56,499	$6,250,484
8	FE	Firstenergy Corp	97,434	$4,632,012

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,833,336	44,847	+8.3%	Shares	Defined	2026-08-07
2026-03-31	$6,053,361	41,399	-36.8%	Shares	Defined	2026-05-13
2025-12-31	$8,450,381	65,517	+1.0%	Shares	Defined	2026-02-10
2025-09-30	$9,178,099	64,895	+74.4%	Shares	Defined	2025-11-14
2025-06-30	$4,927,644	37,201	+29.8%	Shares	Defined	2025-08-13
2025-03-31	$3,961,850	28,653	+567.7%	Shares	Sole	2025-05-15
2024-12-31	$518,138	4,291	+0.4%	Shares	Sole	2025-02-14
2024-09-30	$548,567	4,272	+0.0%	Shares	Sole	2024-11-14
2024-06-30	$474,123	4,271	-14.9%	Shares	Sole	2024-08-15
2024-03-31	$562,494	5,016	+4.8%	Shares	Sole	2024-05-15
2023-12-31	$527,704	4,786	+8.4%	Shares	Sole	2024-02-14
2023-09-30	$438,221	4,414	+38.2%	Shares	Sole	2023-11-14
2023-06-30	$351,293	3,193	+29.8%	Shares	Sole	2023-08-09
2023-03-31	$269,358	2,459	-10.9%	Shares	Defined	2023-05-15
2022-12-31	$324,265	2,759	+13.3%	Shares	Sole	2023-02-14
2022-09-30	$280,146	2,435	+16.6%	Shares	Defined	2022-11-14
2022-06-30	$264,654	2,088	-3.9%	Shares	Sole	2022-08-15
2022-03-31	$287,292	2,173	-17.5%	Shares	Sole	2022-05-17
2021-12-31	$314,987	2,635	+8.4%	Shares	Sole	2022-02-15
2021-09-30	$271,567	2,431	+1.2%	Shares	Sole	2022-02-15
2021-06-30	$311,428	2,403	+16.9%	Shares	Sole	2021-08-12
2021-03-31	$273,735	2,056	+22.5%	Shares	Sole	2021-05-13
2020-12-31	$203,847	1,679	-25.4%	Shares	Sole	2021-02-08
2020-09-30	$259,070	2,252	+0.8%	Shares	Sole	2020-11-12
2020-06-30	$240,262	2,235	+0.1%	Shares	Sole	2020-08-12
2020-03-31	$211,972	2,232	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.