Position in DTE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$700,902
+$107,594 QoQ
Shares Held
4,600
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#484
of 1,030 holders
Holding Since
Mar 2022
16 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, 2026SS&H Financial Advisors, Inc. holds $4,786,281 across 4 Utilities - Regulated Electric names. DTE ranks #3 (14.6% of the industry book) .
All Filings in DTE
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,902 | 4,600 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $593,308 | 4,600 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $650,578 | 4,600 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $609,316 | 4,600 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $705,177 | 5,100 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $621,862 | 5,150 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $757,619 | 5,900 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $654,959 | 5,900 | Shares | Sole | 2024-09-10 | |
| 2024-03-31 | $717,696 | 6,400 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $815,924 | 7,400 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $734,672 | 7,400 | Shares | Sole | 2023-10-18 | |
| 2023-03-31 | $961,213 | 8,775 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,031,325 | 8,775 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,009,563 | 8,775 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,112,231 | 8,775 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,160,142 | 8,775 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||