Position in DTE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$645,439
+$95,360 QoQ
Shares Held
4,236
+12.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#504
of 1,025 holders
Holding Since
Mar 2020
26 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, 2026Capital Asset Advisory Services LLC holds $5,351,885 across 7 Utilities - Regulated Electric names. DTE ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
27,899 | $2,448,695 | |
| 2 | D |
Dominion Energy, Inc
|
10,189 | $695,806 | |
| 3 | DTE |
Dte Energy Co
This page
|
4,236 | $645,439 | |
| 4 | SO |
Southern Co
|
6,298 | $602,781 | |
| 5 | DUK |
Duke Energy CORP
|
2,730 | $345,563 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,696 | $314,811 | |
| 7 | PCG |
PG&E Corp
|
17,764 | $298,790 |
All Filings in DTE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,439 | 4,236 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $550,079 | 3,762 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $369,269 | 2,863 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $390,912 | 2,764 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $267,171 | 2,017 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $278,337 | 2,013 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $508,599 | 4,212 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $472,548 | 3,680 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $390,200 | 3,515 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $392,490 | 3,500 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $439,937 | 3,990 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $334,275 | 3,367 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $425,117 | 3,864 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $422,933 | 3,861 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $526,299 | 4,478 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $449,500 | 3,907 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $688,506 | 5,432 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $661,711 | 5,005 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $463,217 | 3,875 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $585,583 | 5,242 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $642,556 | 4,958 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $650,921 | 4,889 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $681,353 | 5,612 | Shares | Sole | 2021-03-02 | |
| 2020-09-30 | $660,904 | 5,745 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $530,082 | 4,931 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $467,822 | 4,926 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||