Fi3 FINANCIAL ADVISORS, LLC

Position in DTE — Dte Energy Co

CIK 1862427 INDIANAPOLIS, IN

Position in DTE

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

Position Value

$354,322

New position

Shares Held

14,027

first reported quarter

Ownership

0.007%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#628

of 1,030 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Fi3 FINANCIAL ADVISORS, LLC holds $1,044,430 across 5 Utilities - Regulated Electric names. DTE ranks #1 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co This page	14,027	$354,322
2	NEE	Nextera Energy Inc	3,599	$315,884
3	PCG	PG&E Corp	12,590	$211,763
4	ES	Eversource Energy	1,634	$118,089
5	EIX	Edison International	596	$44,372

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$354,322	14,027	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.