Acorn Wealth Advisors, LLC

Position in DTE — Dte Energy Co

CIK 1730610 Grand Blanc, MI

Position in DTE

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,872,322

+$823,340 QoQ

Shares Held

12,288

+71.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.79%

of 13F equity value

Holder Rank

#321

of 1,026 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Acorn Wealth Advisors, LLC holds $4,268,165 across 4 Utilities - Regulated Electric names. DTE ranks #1 (43.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co This page	12,288	$1,872,322
2	SO	Southern Co	10,468	$1,001,892
3	NEE	Nextera Energy Inc	10,376	$910,701
4	CMS	Cms Energy Corp	6,317	$483,250

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,872,322	12,288	+71.3%	Shares	Sole	2026-07-30
2026-03-31	$1,048,982	7,174	+32.8%	Shares	Sole	2026-04-30
2025-12-31	$696,749	5,402	-1.4%	Shares	Sole	2026-02-10
2025-09-30	$775,177	5,481	+6.4%	Shares	Sole	2025-10-31
2025-06-30	$682,036	5,149	+0.6%	Shares	Sole	2025-08-14
2025-03-31	$707,942	5,120	+0.6%	Shares	Sole	2025-05-01
2024-12-31	$614,496	5,089	-4.5%	Shares	Sole	2025-02-04
2024-09-30	$684,168	5,328	+0.5%	Shares	Sole	2024-11-13
2024-06-30	$588,241	5,299	-0.4%	Shares	Sole	2024-07-30
2024-03-31	$596,584	5,320	+0.2%	Shares	Sole	2024-04-26
2023-12-31	$585,590	5,311	-0.9%	Shares	Sole	2024-02-07
2023-09-30	$531,942	5,358	+0.5%	Shares	Sole	2023-11-07
2023-06-30	$586,626	5,332	+1.9%	Shares	Sole	2023-08-02
2023-03-31	$573,003	5,231	+0.5%	Shares	Sole	2023-05-09
2022-12-31	$611,861	5,206	+54.8%	Shares	Sole	2023-02-10
2022-09-30	$386,913	3,363	+0.7%	Shares	Sole	2022-11-09
2022-06-30	$423,091	3,338	+0.5%	Shares	Sole	2022-08-08
2022-03-31	$439,069	3,321	+11.0%	Shares	Sole	2022-05-03
2021-12-31	$357,663	2,992	+0.6%	Shares	Sole	2022-02-14
2021-09-30	$332,113	2,973	+0.8%	Shares	Sole	2021-11-12
2021-06-30	$382,190	2,949	-6.5%	Shares	Sole	2021-08-16
2021-03-31	$420,056	3,155	+8.0%	Shares	Sole	2021-05-14
2020-12-31	$354,760	2,922	-2.3%	Shares	Sole	2021-02-16
2020-09-30	$343,969	2,990	+4.9%	Shares	Sole	2020-11-04
2020-06-30	$306,267	2,849	-29.9%	Shares	Sole	2020-08-19
2020-03-31	$385,862	4,063	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.