Position in DTE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$340,546
+$11,844 QoQ
Shares Held
2,235
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#638
of 1,030 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $3,674,031 across 6 Utilities - Regulated Electric names. DTE ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,640 | $1,021,642 | |
| 2 | SO |
Southern Co
|
8,121 | $777,260 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
8,967 | $727,760 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,131 | $599,146 | |
| 5 | DTE |
Dte Energy Co
This page
|
2,235 | $340,546 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,518 | $207,677 |
All Filings in DTE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,546 | 2,235 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $328,702 | 2,248 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $324,771 | 2,518 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $349,614 | 2,472 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $370,490 | 2,797 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $426,700 | 3,086 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $387,969 | 3,213 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $366,353 | 2,853 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $287,071 | 2,586 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $271,715 | 2,423 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $255,803 | 2,320 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $244,129 | 2,459 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||