Position in DTE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$774,801
+$61,248 QoQ
Shares Held
5,085
+4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#467
of 1,030 holders
Holding Since
Dec 2023
5 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, 2026Pinion Investment Advisors, LLC holds $4,929,050 across 9 Utilities - Regulated Electric names. DTE ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,647 | $1,461,107 | |
| 2 | SO |
Southern Co
|
9,082 | $869,238 | |
| 3 | DTE |
Dte Energy Co
This page
|
5,085 | $774,801 | |
| 4 | OGE |
Oge Energy Corp.
|
9,628 | $468,498 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,701 | $369,523 | |
| 6 | EVRG |
Evergy, Inc.
|
3,432 | $296,627 | |
| 7 | ETR |
Entergy Corp /De/
|
2,411 | $276,927 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
2,571 | $208,662 |
All Filings in DTE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $774,801 | 5,085 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $713,553 | 4,880 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $751,308 | 5,825 | Shares | Sole | 2026-01-29 | |
| 2024-03-31 | $208,580 | 1,860 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $243,674 | 2,210 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||