Position in DTE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$215,298
+$8,690 QoQ
Shares Held
1,413
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#740
of 1,026 holders
Holding Since
Mar 2026
2 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, 2026Stiles Financial Services Inc holds $12,443,546 across 8 Utilities - Regulated Electric names. DTE ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
46,310 | $3,718,693 | |
| 2 | DUK |
Duke Energy CORP
|
26,501 | $3,354,496 | |
| 3 | NEE |
Nextera Energy Inc
|
30,557 | $2,681,987 | |
| 4 | SO |
Southern Co
|
15,717 | $1,504,274 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,299 | $451,336 | |
| 6 | CMS |
Cms Energy Corp
|
3,396 | $259,794 | |
| 7 | EXC |
Exelon Corp
|
5,527 | $257,668 | |
| 8 | DTE |
Dte Energy Co
This page
|
1,413 | $215,298 |
All Filings in DTE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,298 | 1,413 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $206,608 | 1,413 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||