Position in DTE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$590,586
-$4,090 QoQ
Shares Held
3,876
-4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#516
of 1,026 holders
Holding Since
Mar 2022
18 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, 2026Gladstone Institutional Advisory LLC holds $12,814,890 across 16 Utilities - Regulated Electric names. DTE ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,757 | $4,103,861 | |
| 2 | SO |
Southern Co
|
23,803 | $2,278,185 | |
| 3 | LNT |
Alliant Energy Corp
|
13,529 | $1,032,127 | |
| 4 | DUK |
Duke Energy CORP
|
5,333 | $675,051 | |
| 5 | EXC |
Exelon Corp
|
13,935 | $649,649 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,478 | $612,635 | |
| 7 | DTE |
Dte Energy Co
This page
|
3,876 | $590,586 | |
| 8 | PPL |
PPL Corp
|
15,423 | $560,626 |
All Filings in DTE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,586 | 3,876 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $594,676 | 4,067 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $536,169 | 4,157 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $657,790 | 4,651 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $614,746 | 4,641 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $624,150 | 4,514 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $490,245 | 4,060 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $516,850 | 4,025 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $446,593 | 4,023 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $454,727 | 4,055 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $474,669 | 4,305 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $401,389 | 4,043 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $422,146 | 3,837 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $422,495 | 3,857 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $453,313 | 3,857 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $461,695 | 4,013 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $507,887 | 4,007 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $544,176 | 4,116 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||