CX Institutional

Position in DTE — Dte Energy Co

CIK 1737089 AUBURN, IN

Position in DTE

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$680,332

+$49,247 QoQ

Shares Held

4,465

+3.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#492

of 1,026 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CX Institutional holds $14,697,320 across 25 Utilities - Regulated Electric names. DTE ranks #6 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	16,824	$2,301,691
2	SO	Southern Co	21,222	$2,031,157
3	NEE	Nextera Energy Inc	21,432	$1,881,086
4	DUK	Duke Energy CORP	7,220	$913,907
5	PPL	PPL Corp	19,600	$712,460
6	DTE	Dte Energy Co This page	4,465	$680,332
7	XEL	Xcel Energy Inc	7,595	$609,878
8	D	Dominion Energy, Inc	8,094	$552,739

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$680,332	4,465	+3.5%	Shares	Sole	2026-07-02
2026-03-31	$631,085	4,316	-6.1%	Shares	Sole	2026-04-06
2025-12-31	$592,663	4,595	-4.3%	Shares	Sole	2026-02-02
2025-09-30	$678,722	4,799	+189.1%	Shares	Sole	2025-10-23
2025-06-30	$219,883	1,660	+0.9%	Shares	Sole	2025-07-16
2025-03-31	$227,454	1,645	+70.6%	Shares	Sole	2025-04-15
2022-06-30	$122,187	964	+49.7%	Shares	Sole	2022-08-02
2021-09-30	$71,941	644	+22.4%	Shares	Sole	2021-11-10
2021-06-30	$68,169	526	+6.5%	Shares	Sole	2021-08-04
2021-03-31	$65,771	494	+110.2%	Shares	Sole	2021-04-15
2020-12-31	$28,531	235	+6.3%	Shares	Sole	2021-01-12
2020-09-30	$25,423	221	+78.2%	Shares	Sole	2020-10-13
2020-06-30	$13,330	124	+87.9%	Shares	Sole	2020-08-06
2020-03-31	$6,268	66	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.