Position in DTE
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,331,409
+$483,041 QoQ
Shares Held
8,738
+50.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#370
of 1,029 holders
Holding Since
Dec 2021
9 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, 2026Kingsview Wealth Management, LLC holds $47,580,571 across 21 Utilities - Regulated Electric names. DTE ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
153,377 | $13,461,899 | |
| 2 | DUK |
Duke Energy CORP
|
74,137 | $9,384,261 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
47,739 | $5,574,483 | |
| 4 | SO |
Southern Co
|
41,582 | $3,979,813 | |
| 5 | AEP |
American Electric Power Co Inc
|
24,755 | $3,386,731 | |
| 6 | D |
Dominion Energy, Inc
|
27,191 | $1,856,873 | |
| 7 | DTE |
Dte Energy Co
This page
|
8,738 | $1,331,409 | |
| 8 | PPL |
PPL Corp
|
34,974 | $1,271,304 |
All Filings in DTE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,331,409 | 8,738 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $848,368 | 5,802 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $771,042 | 5,978 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $807,141 | 5,707 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $764,956 | 5,775 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $796,020 | 5,757 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $704,334 | 5,833 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $657,073 | 5,117 | Shares | Sole | 2024-11-12 | |
| 2021-12-31 | $223,181 | 1,867 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||