Position in DTE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$15,237
+$615 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#918
of 1,030 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, 2026Beaird Harris Wealth Management, LLC holds $693,949 across 10 Utilities - Regulated Electric names. DTE ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,302 | $164,807 | |
| 2 | NEE |
Nextera Energy Inc
|
1,494 | $131,128 | |
| 3 | OGE |
Oge Energy Corp.
|
2,605 | $126,759 | |
| 4 | EVRG |
Evergy, Inc.
|
872 | $75,366 | |
| 5 | AEP |
American Electric Power Co Inc
|
506 | $69,225 | |
| 6 | ES |
Eversource Energy
|
850 | $61,429 | |
| 7 | SO |
Southern Co
|
453 | $43,356 | |
| 8 | DTE |
Dte Energy Co
This page
|
100 | $15,237 |
All Filings in DTE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,237 | 100 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $14,622 | 100 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,898 | 100 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $14,143 | 100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,246 | 100 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,827 | 100 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $100,826 | 835 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $107,222 | 835 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $203,703 | 1,835 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $206,225 | 1,839 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $202,768 | 1,839 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $182,178 | 1,835 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $201,886 | 1,835 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $201,005 | 1,835 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $219,075 | 1,864 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $216,869 | 1,885 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $138,157 | 1,090 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $118,327 | 895 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $95,034 | 795 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||