Position in DTE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$5,621,281
-$1,273,989 QoQ
Shares Held
38,444
-28.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 quarters on record
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Summit Global Investments holds $29,965,402 across 13 Utilities - Regulated Electric names. DTE ranks #1 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
This page
|
38,444 | $5,621,281 | |
| 2 | CMS |
Cms Energy Corp
|
70,243 | $5,449,451 | |
| 3 | EVRG |
Evergy, Inc.
|
63,001 | $5,161,041 | |
| 4 | EXC |
Exelon Corp
|
64,110 | $3,142,672 | |
| 5 | ED |
Consolidated Edison Inc
|
27,005 | $3,056,425 | |
| 6 | AEE |
Ameren Corp
|
17,346 | $1,906,672 | |
| 7 | NGG |
National Grid PLC
|
15,678 | $1,326,358 | |
| 8 | DUK |
Duke Energy CORP
|
8,965 | $1,173,877 |
All Filings in DTE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||