SkyOak Wealth, LLC

Position in DTE — Dte Energy Co

CIK 1800379 SOUTHFIELD, MI

Position in DTE

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

Position Value

$316,624

-$52,873 QoQ

Shares Held

2,078

-17.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#652

of 1,030 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SkyOak Wealth, LLC holds $4,929,925 across 6 Utilities - Regulated Electric names. DTE ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	38,646	$3,391,959
2	ED	Consolidated Edison Inc	4,453	$492,635
3	DTE	Dte Energy Co This page	2,078	$316,624
4	SO	Southern Co	3,031	$290,097
5	CMS	Cms Energy Corp	3,000	$229,500
6	DUK	Duke Energy CORP	1,652	$209,110

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,624	2,078	-17.8%	Shares	Sole	2026-07-30
2026-03-31	$369,497	2,527	+0.0%	Shares	Sole	2026-04-30
2025-12-31	$325,803	2,526	0.0%	Shares	Sole	2026-02-05
2025-09-30	$357,252	2,526	+0.0%	Shares	Sole	2025-10-23
2025-06-30	$334,461	2,525	+0.0%	Shares	Sole	2025-07-30
2025-03-31	$348,993	2,524	+16.1%	Shares	Sole	2025-05-01
2024-12-31	$262,510	2,174	+4.1%	Shares	Sole	2025-01-24
2024-09-30	$268,248	2,089	0.0%	Shares	Sole	2024-11-04
2024-06-30	$231,899	2,089	-1.0%	Shares	Sole	2024-08-12
2024-03-31	$236,727	2,111	-4.1%	Shares	Sole	2024-04-29
2023-12-31	$242,792	2,202	-7.7%	Shares	Sole	2024-01-12
2023-09-30	$236,782	2,385	-5.5%	Shares	Sole	2023-10-24
2023-06-30	$277,690	2,524	+4.6%	Shares	Sole	2023-07-20
2023-03-31	$264,320	2,413	0.0%	Shares	Sole	2023-05-02
2022-12-31	$283,599	2,413	0.0%	Shares	Sole	2023-01-26
2022-09-30	$277,615	2,413	0.0%	Shares	Sole	2022-10-25
2022-06-30	$305,847	2,413	0.0%	Shares	Sole	2022-07-26
2022-03-31	$319,022	2,413	-4.9%	Shares	Sole	2022-04-18
2021-12-31	$303,392	2,538	0.0%	Shares	Sole	2022-01-24
2021-09-30	$283,519	2,538	0.0%	Shares	Sole	2021-10-21
2021-06-30	$328,924	2,538	-3.8%	Shares	Sole	2021-07-19
2021-03-31	$351,223	2,638	-7.1%	Shares	Sole	2021-04-29
2020-12-31	$344,804	2,840	+3.7%	Shares	Sole	2021-02-02
2020-09-30	$314,979	2,738	0.0%	Shares	Sole	2020-11-03
2020-06-30	$294,335	2,738	+3.2%	Shares	Sole	2020-08-10
2020-03-31	$252,050	2,654	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.