Position in DTE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,376,214
+$249,592 QoQ
Shares Held
22,158
+3.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#263
of 1,026 holders
Holding Since
Mar 2020
24 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, 2026Larson Financial Group LLC holds $27,783,276 across 37 Utilities - Regulated Electric names. DTE ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
67,467 | $5,417,600 | |
| 2 | DTE |
Dte Energy Co
This page
|
22,158 | $3,376,214 | |
| 3 | FE |
Firstenergy Corp
|
67,228 | $3,196,019 | |
| 4 | AEP |
American Electric Power Co Inc
|
19,455 | $2,661,638 | |
| 5 | EIX |
Edison International
|
31,538 | $2,348,004 | |
| 6 | NEE |
Nextera Energy Inc
|
23,051 | $2,023,186 | |
| 7 | SO |
Southern Co
|
19,041 | $1,822,414 | |
| 8 | DUK |
Duke Energy CORP
|
10,705 | $1,355,038 |
All Filings in DTE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,376,214 | 22,158 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,126,622 | 21,383 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,643,316 | 20,494 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,995,345 | 21,179 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,586,678 | 19,528 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,342,985 | 16,945 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,882,009 | 15,586 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,665,734 | 12,972 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,352,545 | 12,184 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,345,343 | 11,997 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,598,439 | 14,497 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,510,942 | 15,219 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,549,741 | 14,086 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,543,199 | 14,088 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,643,657 | 13,985 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,465,621 | 12,739 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $83,528 | 659 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $68,220 | 516 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $61,682 | 516 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $84,229 | 754 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $96,811 | 747 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $98,656 | 741 | Shares | Sole | 2021-05-06 | |
| 2020-06-30 | $10,642 | 99 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $9,307 | 98 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||