Position in DTE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,204,180
+$121,275 QoQ
Shares Held
7,903
+6.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#390
of 1,029 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, 2026Strategic Investment Advisors / MI holds $14,065,737 across 16 Utilities - Regulated Electric names. DTE ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
22,460 | $1,672,147 | |
| 2 | ED |
Consolidated Edison Inc
|
13,719 | $1,517,732 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
15,846 | $1,286,061 | |
| 4 | PPL |
PPL Corp
|
33,825 | $1,229,538 | |
| 5 | DTE |
Dte Energy Co
This page
|
7,903 | $1,204,180 | |
| 6 | FE |
Firstenergy Corp
|
24,222 | $1,151,513 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
9,717 | $1,134,654 | |
| 8 | DUK |
Duke Energy CORP
|
7,712 | $976,184 |
All Filings in DTE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,204,180 | 7,903 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,082,905 | 7,406 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $940,006 | 7,288 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,025,508 | 7,251 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $955,169 | 7,211 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,217,190 | 8,803 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,133,238 | 9,385 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,219,895 | 9,500 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,034,391 | 9,318 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,157,733 | 10,324 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,178,017 | 10,684 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,053,062 | 10,607 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,168,302 | 10,619 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,160,138 | 10,591 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,184,937 | 10,082 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $981,261 | 8,529 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,315,538 | 10,379 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,698,369 | 12,846 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,391,636 | 20,007 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,376,630 | 21,275 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,547,294 | 11,939 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,422,999 | 10,688 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,006,974 | 8,294 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $738,556 | 6,420 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $685,742 | 6,379 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $751,022 | 7,908 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||