Position in DTE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,229,168
-$34,320 QoQ
Shares Held
8,067
-17.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#385
of 1,030 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $30,108,325 across 14 Utilities - Regulated Electric names. DTE ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
104,425 | $9,165,382 | |
| 2 | AEP |
American Electric Power Co Inc
|
46,134 | $6,311,592 | |
| 3 | DUK |
Duke Energy CORP
|
28,964 | $3,666,263 | |
| 4 | CNP |
Centerpoint Energy Inc
|
50,992 | $2,245,687 | |
| 5 | D |
Dominion Energy, Inc
|
28,802 | $1,966,888 | |
| 6 | SO |
Southern Co
|
16,985 | $1,625,634 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
10,703 | $1,249,789 | |
| 8 | DTE |
Dte Energy Co
This page
|
8,067 | $1,229,168 |
All Filings in DTE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,229,168 | 8,067 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $1,263,488 | 9,796 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,383,751 | 9,784 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,203,531 | 9,086 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,261,852 | 9,126 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,372,323 | 11,365 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,392,991 | 10,848 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,195,910 | 10,773 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,208,532 | 10,777 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,016,597 | 9,220 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $579,398 | 5,836 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $234,782 | 2,134 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||