Position in DTE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$201,585
New position
Shares Held
1,323
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#771
of 1,030 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Capital Investment Advisory Services, LLC holds $20,788,984 across 10 Utilities - Regulated Electric names. DTE ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
86,374 | $10,933,220 | |
| 2 | D |
Dominion Energy, Inc
|
62,041 | $4,236,779 | |
| 3 | SO |
Southern Co
|
24,263 | $2,322,211 | |
| 4 | NEE |
Nextera Energy Inc
|
19,978 | $1,753,469 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,190 | $573,233 | |
| 6 | XEL |
Xcel Energy Inc
|
3,886 | $312,045 | |
| 7 | NGG |
National Grid PLC
|
2,983 | $247,201 | |
| 8 | DTE |
Dte Energy Co
This page
|
1,323 | $201,585 |
All Filings in DTE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,585 | 1,323 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||