Position in DTE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,318,152
+$435,569 QoQ
Shares Held
8,651
+43.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#369
of 1,025 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Parcion Private Wealth LLC holds $16,652,101 across 17 Utilities - Regulated Electric names. DTE ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
|
24,076 | $2,576,132 | |
| 2 | DUK |
Duke Energy CORP
|
14,810 | $1,874,649 | |
| 3 | EIX |
Edison International
|
22,418 | $1,669,020 | |
| 4 | PCG |
PG&E Corp
|
97,381 | $1,637,948 | |
| 5 | DTE |
Dte Energy Co
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|
8,651 | $1,318,152 | |
| 6 | ES |
Eversource Energy
|
17,969 | $1,298,619 | |
| 7 | AEP |
American Electric Power Co Inc
|
8,378 | $1,146,194 | |
| 8 | ETR |
Entergy Corp /De/
|
8,261 | $948,858 |
All Filings in DTE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,318,152 | 8,651 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $882,583 | 6,036 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $780,329 | 6,050 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $893,554 | 6,318 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $780,851 | 5,895 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $807,496 | 5,840 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $659,778 | 5,464 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $701,632 | 5,464 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $606,558 | 5,464 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $612,732 | 5,464 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $602,460 | 5,464 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $542,465 | 5,464 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $601,149 | 5,464 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $602,250 | 5,498 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $648,295 | 5,516 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $628,633 | 5,464 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $692,562 | 5,464 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $722,395 | 5,464 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $654,959 | 5,479 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $613,734 | 5,494 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $710,078 | 5,479 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $729,473 | 5,479 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $665,205 | 5,479 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $630,304 | 5,479 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $588,992 | 5,479 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $520,340 | 5,479 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||