Position in DTE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,743,214
+$2,706,675 QoQ
Shares Held
100,829
+8.0% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 5.074928839917088.ToString("F0")%
Shared 0.ToString("F0")%
None 94.92507116008291.ToString("F0")%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $467,748,699 across 42 Utilities - Regulated Electric names. DTE ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,095,389 | $101,739,728 | |
| 2 | DUK |
Duke Energy CORP
|
571,832 | $74,875,679 | |
| 3 | SO |
Southern Co
|
550,002 | $53,086,191 | |
| 4 | AEP |
American Electric Power Co Inc
|
221,219 | $28,997,384 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
237,301 | $27,472,336 | |
| 6 | D |
Dominion Energy, Inc
|
327,150 | $20,224,412 | |
| 7 | ED |
Consolidated Edison Inc
|
166,390 | $18,832,018 | |
| 8 | DTE |
Dte Energy Co
This page
|
100,829 | $14,743,214 |
All Filings in DTE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,743,214 | 100,829 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,036,539 | 93,321 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $15,008,973 | 106,123 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,316,938 | 108,085 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $10,089,837 | 72,972 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,032,046 | 66,518 | Shares | Sole | 2025-06-06 | |
| 2024-09-30 | $7,812,332 | 60,839 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $7,378,165 | 66,464 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,771,570 | 60,385 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $10,026,709 | 90,937 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $6,223,859 | 62,690 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,735,419 | 61,220 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $6,973,639 | 63,663 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,887,841 | 58,605 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $7,173,018 | 62,347 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,042,722 | 71,343 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $9,214,107 | 69,693 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $7,228,457 | 60,469 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $7,847,398 | 70,248 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $7,407,492 | 67,159 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $7,403,936 | 65,342 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,036,399 | 58,420 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $5,827,580 | 59,522 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,185,633 | 45,750 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,428,986 | 54,797 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||