Position in DTE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$283,408
+$13,486 QoQ
Shares Held
1,860
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#678
of 1,030 holders
Holding Since
Mar 2021
19 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, 2026Triton Wealth Management, PLLC holds $488,514 across 2 Utilities - Regulated Electric names. DTE ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
This page
|
1,860 | $283,408 | |
| 2 | SO |
Southern Co
|
2,143 | $205,106 |
All Filings in DTE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,408 | 1,860 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $269,922 | 1,846 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $238,097 | 1,846 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $264,756 | 1,872 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $246,110 | 1,858 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $224,474 | 1,859 | Shares | Sole | 2025-03-18 | |
| 2024-09-30 | $236,916 | 1,845 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $204,813 | 1,845 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $205,104 | 1,829 | Shares | Sole | 2024-04-25 | |
| 2023-06-30 | $218,829 | 1,989 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $216,341 | 1,975 | Shares | Sole | 2023-06-26 | |
| 2022-12-31 | $228,830 | 1,947 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $222,506 | 1,934 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $245,134 | 1,934 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $252,785 | 1,912 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $228,560 | 1,912 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $211,020 | 1,889 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $250,128 | 1,930 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $213,423 | 1,603 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||