Position in DTE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,390,833
+$76,462 QoQ
Shares Held
9,128
+1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#366
of 1,030 holders
Holding Since
Mar 2024
8 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, 2026Procyon Advisors, LLC holds $11,596,857 across 15 Utilities - Regulated Electric names. DTE ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,521 | $2,591,058 | |
| 2 | SO |
Southern Co
|
15,573 | $1,490,491 | |
| 3 | DTE |
Dte Energy Co
This page
|
9,128 | $1,390,833 | |
| 4 | XEL |
Xcel Energy Inc
|
13,831 | $1,110,629 | |
| 5 | DUK |
Duke Energy CORP
|
6,356 | $804,542 | |
| 6 | AEE |
Ameren Corp
|
6,677 | $754,768 | |
| 7 | ED |
Consolidated Edison Inc
|
6,255 | $691,990 | |
| 8 | AEP |
American Electric Power Co Inc
|
5,005 | $684,734 |
All Filings in DTE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,390,833 | 9,128 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,314,371 | 8,989 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,068,986 | 8,288 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $1,659,240 | 12,000 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,388,383 | 11,498 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,397,614 | 10,884 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,152,394 | 10,381 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,032,360 | 9,206 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||