Position in DTE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,097,521
+$96,646 QoQ
Shares Held
7,203
+5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#401
of 1,029 holders
Holding Since
Dec 2021
19 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, 2026Centennial Wealth Advisory LLC holds $9,904,597 across 12 Utilities - Regulated Electric names. DTE ranks #1 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
This page
|
7,203 | $1,097,521 | |
| 2 | CMS |
Cms Energy Corp
|
13,320 | $1,018,980 | |
| 3 | AEP |
American Electric Power Co Inc
|
7,151 | $978,328 | |
| 4 | D |
Dominion Energy, Inc
|
12,154 | $829,996 | |
| 5 | ES |
Eversource Energy
|
11,274 | $814,771 | |
| 6 | EXC |
Exelon Corp
|
17,189 | $801,351 | |
| 7 | LNT |
Alliant Energy Corp
|
10,097 | $770,300 | |
| 8 | OGE |
Oge Energy Corp.
|
15,558 | $757,052 |
All Filings in DTE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,097,521 | 7,203 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,000,875 | 6,845 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $861,328 | 6,678 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $924,245 | 6,535 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $841,783 | 6,355 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $899,861 | 6,508 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $678,011 | 5,615 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $685,452 | 5,338 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $580,360 | 5,228 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $583,576 | 5,204 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $591,875 | 5,368 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $609,678 | 6,141 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $714,579 | 6,495 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $687,034 | 6,272 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $474,821 | 4,040 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $452,721 | 3,935 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $554,404 | 4,374 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $476,352 | 3,603 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $403,567 | 3,376 | Shares | Sole | 2022-01-13 | |
| No filing history on record for this holder in this stock. | ||||||