Position in DTE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$231,450
+$27,035 QoQ
Shares Held
1,519
+8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#717
of 1,025 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Revolve Wealth Partners, LLC holds $2,799,132 across 8 Utilities - Regulated Electric names. DTE ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
7,535 | $661,346 | |
| 2 | ED |
Consolidated Edison Inc
|
4,117 | $455,463 | |
| 3 | DUK |
Duke Energy CORP
|
3,389 | $428,979 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
3,914 | $317,660 | |
| 5 | SO |
Southern Co
|
2,771 | $265,212 | |
| 6 | DTE |
Dte Energy Co
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|
1,519 | $231,450 | |
| 7 | NGG |
National Grid PLC
|
2,692 | $223,086 | |
| 8 | ETR |
Entergy Corp /De/
|
1,880 | $215,936 |
All Filings in DTE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,450 | 1,519 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $204,415 | 1,398 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||