Position in DTE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,468,542
+$119,955 QoQ
Shares Held
9,638
+4.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#360
of 1,030 holders
Holding Since
Jun 2020
25 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, 2026WealthBridge Capital Management, LLC holds $2,127,681 across 3 Utilities - Regulated Electric names. DTE ranks #1 (69.0% of the industry book) .
All Filings in DTE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,468,542 | 9,638 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,348,587 | 9,223 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $937,297 | 7,267 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $993,970 | 7,028 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $332,077 | 2,507 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $346,642 | 2,507 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $302,478 | 2,505 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $321,667 | 2,505 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $278,080 | 2,505 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $280,910 | 2,505 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $276,201 | 2,505 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $248,497 | 2,503 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $275,380 | 2,503 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $274,178 | 2,503 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $294,295 | 2,504 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $287,970 | 2,503 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $317,255 | 2,503 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $330,789 | 2,502 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $299,089 | 2,502 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $279,721 | 2,504 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $324,518 | 2,504 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $333,382 | 2,504 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $415,950 | 3,426 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $446,585 | 3,882 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $417,207 | 3,881 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||