Center for Financial Planning, Inc.

Position in DTE — Dte Energy Co

CIK 1803557 SOUTHFIED, MI

Position in DTE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$997,261

-$101,289 QoQ

Shares Held

6,545

-12.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#416

of 1,026 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $5,352,802 across 18 Utilities - Regulated Electric names. DTE ranks #2 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	34,543	$3,031,839
2	DTE	Dte Energy Co This page	6,545	$997,261
3	ETR	Entergy Corp /De/	3,164	$363,417
4	DUK	Duke Energy CORP	1,438	$182,022
5	SO	Southern Co	1,459	$139,640
6	OGE	Oge Energy Corp.	2,738	$133,231
7	ES	Eversource Energy	1,488	$107,537
8	PPL	PPL Corp	2,498	$90,802

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$997,261	6,545	-12.9%	Shares	Sole	2026-07-21
2026-03-31	$1,098,550	7,513	+0.5%	Shares	Sole	2026-05-04
2025-12-31	$963,867	7,473	+57.3%	Shares	Sole	2026-02-05
2025-09-30	$672,075	4,752	+0.5%	Shares	Sole	2025-11-06
2025-06-30	$626,138	4,727	-2.2%	Shares	Sole	2025-08-04
2025-03-31	$668,397	4,834	-1.6%	Shares	Sole	2025-04-22
2024-12-31	$593,486	4,915	-7.8%	Shares	Sole	2025-01-30
2024-09-30	$684,296	5,329	+7.7%	Shares	Sole	2024-10-16
2024-06-30	$549,166	4,947	-0.5%	Shares	Sole	2024-07-18
2024-03-31	$557,560	4,972	+2.2%	Shares	Sole	2024-04-25
2023-12-31	$536,635	4,867	-1.1%	Shares	Sole	2024-01-29
2023-09-30	$488,358	4,919	0.0%	Shares	Sole	2023-10-24
2023-06-30	$541,188	4,919	+4.2%	Shares	Sole	2023-08-09
2023-03-31	$516,919	4,719	+9.1%	Shares	Sole	2023-05-02
2022-12-31	$508,552	4,327	-8.2%	Shares	Sole	2023-01-27
2022-09-30	$542,115	4,712	+2.8%	Shares	Sole	2022-10-14
2022-06-30	$581,148	4,585	+9.6%	Shares	Sole	2022-08-12
2022-03-31	$553,034	4,183	+3.2%	Shares	Sole	2022-05-03
2021-12-31	$484,615	4,054	-6.1%	Shares	Sole	2022-02-08
2021-09-30	$482,252	4,317	-3.6%	Shares	Sole	2021-11-17
2021-06-30	$580,089	4,476	+0.1%	Shares	Sole	2021-07-29
2021-03-31	$595,535	4,473	+1.2%	Shares	Sole	2021-05-10
2020-12-31	$536,389	4,418	+5.6%	Shares	Sole	2021-02-09
2020-09-30	$481,442	4,185	-3.1%	Shares	Sole	2020-11-12
2020-06-30	$464,077	4,317	+0.1%	Shares	Sole	2020-08-06
2020-03-31	$409,700	4,314	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.