Position in DTE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,139,592
+$837,361 QoQ
Shares Held
33,731
+14.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#7
of 135 holders
Holding Since
Mar 2021
22 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, 2026Hennion & Walsh Asset Management, Inc. holds $87,228,336 across 30 Utilities - Regulated Electric names. DTE ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
56,053 | $7,668,610 | |
| 2 | NEE |
Nextera Energy Inc
|
78,023 | $6,848,078 | |
| 3 | DUK |
Duke Energy CORP
|
42,686 | $5,403,193 | |
| 4 | DTE |
Dte Energy Co
This page
|
33,731 | $5,139,592 | |
| 5 | XEL |
Xcel Energy Inc
|
58,481 | $4,696,024 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
39,313 | $4,590,579 | |
| 7 | AEE |
Ameren Corp
|
37,971 | $4,292,241 | |
| 8 | LNT |
Alliant Energy Corp
|
54,277 | $4,140,792 |
All Filings in DTE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,139,592 | 33,731 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,302,231 | 29,423 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,069,595 | 23,799 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,795,646 | 19,767 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,295,266 | 17,328 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,148,300 | 15,537 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,620,948 | 13,424 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,656,874 | 12,903 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,141,071 | 10,279 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,191,038 | 10,621 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,300,406 | 11,794 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,232,164 | 12,411 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,431,360 | 13,010 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,570,584 | 14,338 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,497,332 | 12,740 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,320,658 | 11,479 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,324,030 | 10,446 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,250,971 | 9,462 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,078,848 | 9,025 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,008,964 | 9,032 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $817,417 | 7,411 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $803,145 | 7,088 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||