Position in DTE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,683,388
+$2,664,749 QoQ
Shares Held
17,611
+10638.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#280
of 1,030 holders
Holding Since
Mar 2021
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RBA Wealth Management, LLC holds $8,112,829 across 2 Utilities - Regulated Electric names. DTE ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
39,686 | $5,429,441 | |
| 2 | DTE |
Dte Energy Co
This page
|
17,611 | $2,683,388 |
All Filings in DTE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,683,388 | 17,611 | Shares | Sole | 2026-07-23 | |
| 2021-03-31 | $18,639 | 140 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||