AE Wealth Management LLC

Position in DTE — Dte Energy Co

CIK 1697723 TOPEKA, KS

Position in DTE

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$19,893,053

+$4,006,226 QoQ

Shares Held

136,049

+10.5% QoQ

Ownership

0.065%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

AE Wealth Management LLC holds $397,899,540 across 26 Utilities - Regulated Electric names. DTE ranks #12 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	338,993	$44,435,168
2	D	Dominion Energy, Inc	522,867	$32,323,605
3	ES	Eversource Energy	380,321	$26,348,611
4	EIX	Edison International	348,792	$25,524,573
5	EXC	Exelon Corp	501,219	$24,569,720
6	WEC	Wec Energy Group, Inc.	203,445	$23,552,796
7	FE	Firstenergy Corp	463,287	$23,470,093
8	CMS	Cms Energy Corp	290,135	$22,508,643

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,893,053	136,049	+10.5%	Shares	Other	2026-05-13
2025-12-31	$15,886,827	123,173	+3.9%	Shares	Other	2026-01-26
2025-09-30	$16,762,398	118,521	+5.0%	Shares	Sole	2025-11-03
2025-06-30	$14,949,811	112,863	-4.6%	Shares	Other	2025-08-06
2025-03-31	$16,353,727	118,274	+15.7%	Shares	Other	2025-05-06
2024-12-31	$12,343,174	102,221	+4.8%	Shares	Other	2025-02-13
2024-09-30	$12,525,358	97,542	-4.7%	Shares	Other	2024-11-14
2024-06-30	$11,356,867	102,305	+0.2%	Shares	Other	2024-08-12
2024-03-31	$11,447,241	102,080	-26.7%	Shares	Other	2024-05-15
2023-12-31	$15,365,613	139,358	-13.4%	Shares	Sole	2024-02-14
2023-09-30	$15,980,505	160,964	-3.2%	Shares	Sole	2023-10-11
2023-06-30	$18,303,147	166,362	+1.0%	Shares	Sole	2023-07-10
2023-03-31	$18,041,347	164,701	+48.1%	Shares	Sole	2023-04-14
2022-12-31	$13,072,979	111,231	+15.8%	Shares	Sole	2023-01-31
2022-09-30	$11,049,977	96,045	-0.1%	Shares	Sole	2022-10-25
2022-06-30	$12,187,012	96,150	+38.6%	Shares	Sole	2022-08-03
2022-03-31	$9,170,085	69,360	+16.3%	Shares	Sole	2022-04-18
2021-12-31	$7,132,115	59,663	+13.3%	Shares	Sole	2022-01-20
2021-09-30	$5,884,100	52,673	+26.7%	Shares	Sole	2021-11-01
2021-06-30	$5,386,954	41,566	+59.2%	Shares	Sole	2021-07-21
2021-03-31	$3,475,884	26,107	+1.2%	Shares	Sole	2021-04-27
2020-12-31	$3,131,043	25,789	+46.4%	Shares	Sole	2021-02-01
2020-09-30	$2,026,890	17,619	+44.9%	Shares	Sole	2020-11-06
2020-06-30	$1,306,770	12,156	+0.7%	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.