Position in DTE
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$4,314,356
+$1,440,987 QoQ
Shares Held
28,315
+44.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#234
of 1,026 holders
Holding Since
Mar 2020
26 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, 2026Beacon Pointe Advisors, LLC holds $72,337,666 across 24 Utilities - Regulated Electric names. DTE ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
201,628 | $17,696,889 | |
| 2 | SO |
Southern Co
|
94,275 | $9,023,060 | |
| 3 | DUK |
Duke Energy CORP
|
68,769 | $8,704,780 | |
| 4 | AEP |
American Electric Power Co Inc
|
38,831 | $5,312,469 | |
| 5 | DTE |
Dte Energy Co
This page
|
28,315 | $4,314,356 | |
| 6 | ED |
Consolidated Edison Inc
|
30,390 | $3,362,045 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
27,409 | $3,200,548 | |
| 8 | D |
Dominion Energy, Inc
|
46,532 | $3,177,670 |
All Filings in DTE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,314,356 | 28,315 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,873,369 | 19,651 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $904,536 | 7,013 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $910,667 | 6,439 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $997,158 | 7,528 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,091,226 | 7,892 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $964,309 | 7,986 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $864,327 | 6,731 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $880,420 | 7,931 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $943,321 | 8,412 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $805,008 | 7,301 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $772,199 | 7,778 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $479,687 | 4,360 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $834,694 | 7,620 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $694,484 | 5,909 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $628,057 | 5,459 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $696,871 | 5,498 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,036,790 | 7,842 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $593,037 | 4,961 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $554,305 | 4,962 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $888,278 | 6,854 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $827,864 | 6,218 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $575,847 | 4,743 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $521,591 | 4,534 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $481,385 | 4,478 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $434,486 | 4,575 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||