Position in DTE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$784,705
+$13,687 QoQ
Shares Held
5,150
-2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#464
of 1,030 holders
Holding Since
Sep 2023
12 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, 2026Trivium Point Advisory, LLC holds $22,219,573 across 15 Utilities - Regulated Electric names. DTE ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
97,174 | $11,161,405 | |
| 2 | NEE |
Nextera Energy Inc
|
26,323 | $2,310,369 | |
| 3 | AEP |
American Electric Power Co Inc
|
9,929 | $1,358,386 | |
| 4 | FE |
Firstenergy Corp
|
17,852 | $848,684 | |
| 5 | D |
Dominion Energy, Inc
|
12,142 | $829,177 | |
| 6 | DTE |
Dte Energy Co
This page
|
5,150 | $784,705 | |
| 7 | DUK |
Duke Energy CORP
|
5,491 | $695,050 | |
| 8 | ES |
Eversource Energy
|
8,963 | $647,756 |
All Filings in DTE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784,705 | 5,150 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $771,018 | 5,273 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $787,938 | 6,109 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $913,920 | 6,462 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $965,103 | 7,286 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,090,397 | 7,886 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $983,991 | 8,149 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,046,027 | 8,146 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $912,502 | 8,220 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $942,536 | 8,405 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $990,134 | 8,980 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $508,313 | 5,120 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||