44 WEALTH MANAGEMENT LLC

Position in DTE — Dte Energy Co

CIK 1831187 EUGENE, OR

Position in DTE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,859,218

+$489,722 QoQ

Shares Held

12,202

+30.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#324

of 1,029 holders

Holding Since

Dec 2020

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

44 WEALTH MANAGEMENT LLC holds $5,660,194 across 5 Utilities - Regulated Electric names. DTE ranks #1 (32.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co This page	12,202	$1,859,218
2	EVRG	Evergy, Inc.	19,460	$1,681,927
3	AEP	American Electric Power Co Inc	11,044	$1,510,929
4	DUK	Duke Energy CORP	2,768	$350,373
5	SO	Southern Co	2,693	$257,747

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,859,218	12,202	+30.3%	Shares	Sole	2026-08-14
2026-03-31	$1,369,496	9,366	-79.4%	Shares	Sole	2026-05-15
2021-03-31	$6,054,006	45,471	+4.6%	Shares	Sole	2021-05-18
2020-12-31	$5,279,515	43,485	—	Shares	Sole	2021-03-05
No filing history on record for this holder in this stock.