Secure Asset Management, LLC

Position in DTE — Dte Energy Co

CIK 1800692 Troy, MI

Position in DTE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$497,030

-$105,688 QoQ

Shares Held

3,262

-20.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#560

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

Secure Asset Management, LLC holds $4,649,471 across 6 Utilities - Regulated Electric names. DTE ranks #3 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	31,185	$2,321,723
2	AEP	American Electric Power Co Inc	6,597	$902,535
3	DTE	Dte Energy Co This page	3,262	$497,030
4	DUK	Duke Energy CORP	3,414	$432,144
5	SO	Southern Co	2,860	$273,730
6	CMS	Cms Energy Corp	2,906	$222,309

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$497,030	3,262	-20.9%	Shares	Sole	2026-07-15
2026-03-31	$602,718	4,122	-14.6%	Shares	Sole	2026-04-09
2025-12-31	$622,844	4,829	+7.5%	Shares	Sole	2026-01-20
2025-09-30	$635,586	4,494	+0.3%	Shares	Sole	2025-10-09
2025-06-30	$593,553	4,481	+8.5%	Shares	Sole	2025-07-10
2025-03-31	$570,916	4,129	+8.0%	Shares	Sole	2025-04-10
2024-12-31	$461,748	3,824	+3.6%	Shares	Sole	2025-01-17
2024-09-30	$474,089	3,692	-0.8%	Shares	Sole	2024-10-16
2024-06-30	$413,179	3,722	-26.8%	Shares	Sole	2024-07-24
2024-03-31	$570,344	5,086	-33.8%	Shares	Sole	2024-04-30
2023-12-31	$847,678	7,688	+1.7%	Shares	Sole	2024-01-22
2023-09-30	$750,656	7,561	+4.3%	Shares	Sole	2023-10-18
2023-06-30	$797,534	7,249	-0.6%	Shares	Sole	2023-07-13
2023-03-31	$799,094	7,295	-12.9%	Shares	Sole	2023-04-13
2022-12-31	$984,783	8,379	+21.6%	Shares	Sole	2023-01-20
2022-09-30	$792,579	6,889	+4.1%	Shares	Sole	2022-10-12
2022-06-30	$838,831	6,618	+5.0%	Shares	Sole	2022-07-20
2022-03-31	$833,319	6,303	+4.1%	Shares	Sole	2022-04-19
2021-12-31	$723,934	6,056	-13.6%	Shares	Sole	2022-01-24
2021-09-30	$782,863	7,008	+3.0%	Shares	Sole	2021-10-28
2021-06-30	$882,057	6,806	+1.0%	Shares	Sole	2021-07-16
2021-03-31	$897,230	6,739	+2.4%	Shares	Sole	2021-04-14
2020-12-31	$798,635	6,578	+18.8%	Shares	Sole	2021-02-08
2020-09-30	$636,746	5,535	+0.5%	Shares	Sole	2020-10-20
2020-06-30	$592,110	5,508	+9.7%	Shares	Sole	2020-07-14
2020-03-31	$477,034	5,023	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.