Position in DTE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,427,872
-$1,193,409 QoQ
Shares Held
29,060
-24.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#232
of 1,036 holders
Holding Since
Sep 2021
19 quarters on record
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Summit Global Investments holds $33,232,487 across 14 Utilities - Regulated Electric names. DTE ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
62,992 | $5,444,398 | |
| 2 | ED |
Consolidated Edison Inc
|
41,488 | $4,589,817 | |
| 3 | DTE |
Dte Energy Co
This page
|
29,060 | $4,427,872 | |
| 4 | DUK |
Duke Energy CORP
|
23,397 | $2,961,592 | |
| 5 | CMS |
Cms Energy Corp
|
34,813 | $2,663,194 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
31,733 | $2,575,450 | |
| 7 | PPL |
PPL Corp
|
57,691 | $2,097,067 | |
| 8 | AEE |
Ameren Corp
|
18,370 | $2,076,544 |
All Filings in DTE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,427,872 | 29,060 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,621,281 | 38,444 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,895,270 | 53,460 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,486,069 | 38,790 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,909,689 | 29,516 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,011,797 | 21,782 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $2,709,147 | 22,436 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,542,503 | 35,375 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $577,474 | 5,202 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $694,034 | 6,189 | Shares | Sole | 2024-04-29 | |
| 2023-09-30 | $5,171,197 | 52,087 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $5,735,012 | 52,127 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $5,918,117 | 54,027 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,694,673 | 31,436 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,636,960 | 31,612 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,326,738 | 34,136 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $4,396,643 | 33,255 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,012,001 | 33,562 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,443,851 | 48,732 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||