Position in DTE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$742,499
+$46,054 QoQ
Shares Held
4,873
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#469
of 1,025 holders
Holding Since
Mar 2020
26 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, 2026Williams Jones Wealth Management, LLC. holds $9,004,269 across 9 Utilities - Regulated Electric names. DTE ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
34,871 | $3,060,627 | |
| 2 | DUK |
Duke Energy CORP
|
13,119 | $1,660,603 | |
| 3 | PPL |
PPL Corp
|
36,015 | $1,309,145 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,533 | $1,167,399 | |
| 5 | DTE |
Dte Energy Co
This page
|
4,873 | $742,499 | |
| 6 | XEL |
Xcel Energy Inc
|
3,951 | $317,265 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,494 | $283,573 | |
| 8 | SO |
Southern Co
|
2,596 | $248,463 |
All Filings in DTE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,499 | 4,873 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $696,445 | 4,763 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $622,199 | 4,824 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $673,631 | 4,763 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $630,906 | 4,763 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $661,898 | 4,787 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $578,030 | 4,787 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $614,698 | 4,787 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $531,293 | 4,786 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $547,916 | 4,886 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $569,162 | 5,162 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $512,483 | 5,162 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $569,683 | 5,178 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $567,198 | 5,178 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $608,570 | 5,178 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $595,728 | 5,178 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $656,311 | 5,178 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $660,653 | 4,997 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $537,930 | 4,500 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $502,695 | 4,500 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $583,200 | 4,500 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $599,129 | 4,500 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $668,605 | 5,507 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $396,888 | 3,450 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $370,875 | 3,450 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $329,165 | 3,466 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||