Avantra Family Wealth, Inc.

Position in DTE — Dte Energy Co

CIK 1774744 MECHANICSBURG, PA

Position in DTE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$681,093

+$109,520 QoQ

Shares Held

4,470

+14.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#494

of 1,030 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Avantra Family Wealth, Inc. holds $2,988,027 across 5 Utilities - Regulated Electric names. DTE ranks #1 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co This page	4,470	$681,093
2	D	Dominion Energy, Inc	9,578	$654,081
3	NEE	Nextera Energy Inc	7,176	$629,837
4	EVRG	Evergy, Inc.	7,094	$613,134
5	AEP	American Electric Power Co Inc	2,996	$409,882

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$681,093	4,470	+14.4%	Shares	Sole	2026-07-29
2026-03-31	$571,573	3,909	—	Shares	Sole	2026-04-22
No filing history on record for this holder in this stock.