Position in DTE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$221,088
+$7,169 QoQ
Shares Held
1,451
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#737
of 1,030 holders
Holding Since
Jun 2022
3 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, 2026Financial Strategies Group, Inc. holds $497,559 across 2 Utilities - Regulated Electric names. DTE ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMS |
Cms Energy Corp
|
3,614 | $276,471 | |
| 2 | DTE |
Dte Energy Co
This page
|
1,451 | $221,088 |
All Filings in DTE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,088 | 1,451 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $213,919 | 1,463 | Shares | Sole | 2026-05-08 | |
| 2022-06-30 | $207,109 | 1,634 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||