Position in DTE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$407,437
+$16,445 QoQ
Shares Held
2,674
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#593
of 1,030 holders
Holding Since
Jun 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, 2026Quantum Financial Advisors, LLC holds $894,175 across 3 Utilities - Regulated Electric names. DTE ranks #1 (45.6% 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 | $407,437 | 2,674 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $390,992 | 2,674 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $345,021 | 2,675 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $375,638 | 2,656 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $259,356 | 1,958 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $269,626 | 1,950 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $217,833 | 1,804 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $250,271 | 1,949 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $216,358 | 1,949 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $218,560 | 1,949 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $216,440 | 1,963 | Shares | Sole | 2024-01-09 | |
| 2023-06-30 | $212,448 | 1,931 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $211,521 | 1,931 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $226,950 | 1,931 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $221,586 | 1,926 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $243,993 | 1,925 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||