Position in DTE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$22,255,134
+$2,362,081 QoQ
Shares Held
146,060
+7.4% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#98
of 1,036 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, 2026AE Wealth Management LLC holds $414,672,322 across 27 Utilities - Regulated Electric names. DTE ranks #12 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
371,977 | $50,890,137 | |
| 2 | D |
Dominion Energy, Inc
|
472,104 | $32,239,945 | |
| 3 | ES |
Eversource Energy
|
443,297 | $32,037,042 | |
| 4 | CMS |
Cms Energy Corp
|
400,653 | $30,649,933 | |
| 5 | EIX |
Edison International
|
389,463 | $28,995,491 | |
| 6 | EXC |
Exelon Corp
|
581,581 | $27,113,268 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
230,106 | $26,869,439 | |
| 8 | LNT |
Alliant Energy Corp
|
340,356 | $25,965,730 |
All Filings in DTE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,255,134 | 146,060 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $19,893,053 | 136,049 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $15,886,827 | 123,173 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $16,762,398 | 118,521 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $14,949,811 | 112,863 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $16,353,727 | 118,274 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $12,343,174 | 102,221 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $12,525,358 | 97,542 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $11,356,867 | 102,305 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $11,447,241 | 102,080 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $15,365,613 | 139,358 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,980,505 | 160,964 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $18,303,147 | 166,362 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $18,041,347 | 164,701 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $13,072,979 | 111,231 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $11,049,977 | 96,045 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $12,187,012 | 96,150 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $9,170,085 | 69,360 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,132,115 | 59,663 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $5,884,100 | 52,673 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,386,954 | 41,566 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,475,884 | 26,107 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,131,043 | 25,789 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,026,890 | 17,619 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,306,770 | 12,156 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,146,952 | 12,077 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||