Position in DTE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$517,296
+$2,017 QoQ
Shares Held
3,395
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#544
of 1,026 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KINTRA WEALTH, LLC holds $8,714,890 across 16 Utilities - Regulated Electric names. DTE ranks #8 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
19,233 | $1,688,080 | |
| 2 | SO |
Southern Co
|
8,368 | $800,901 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
9,648 | $783,031 | |
| 4 | DUK |
Duke Energy CORP
|
5,803 | $734,543 | |
| 5 | PPL |
PPL Corp
|
16,165 | $587,597 | |
| 6 | XEL |
Xcel Energy Inc
|
7,223 | $580,006 | |
| 7 | AEP |
American Electric Power Co Inc
|
4,159 | $568,992 | |
| 8 | DTE |
Dte Energy Co
This page
|
3,395 | $517,296 |
All Filings in DTE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,296 | 3,395 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $515,279 | 3,524 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $526,238 | 4,080 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $722,283 | 5,107 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $691,573 | 5,221 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $791,734 | 5,726 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $791,516 | 6,555 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $956,140 | 7,446 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,101,885 | 9,926 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,216,719 | 10,850 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,196,541 | 10,852 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,280,811 | 12,901 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,393,843 | 12,669 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,335,511 | 12,192 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,406,834 | 11,970 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,347,925 | 11,716 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,367,759 | 10,791 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,381,197 | 10,447 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,206,875 | 10,096 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||