Position in DTE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,782,119
+$176,331 QoQ
Shares Held
11,696
+6.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#333
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, 2026RETIREMENT GUYS FORMULA LLC holds $9,270,865 across 6 Utilities - Regulated Electric names. DTE ranks #1 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
This page
|
11,696 | $1,782,119 | |
| 2 | AEP |
American Electric Power Co Inc
|
11,276 | $1,542,669 | |
| 3 | SO |
Southern Co
|
15,947 | $1,526,287 | |
| 4 | DUK |
Duke Energy CORP
|
11,905 | $1,506,934 | |
| 5 | NEE |
Nextera Energy Inc
|
16,756 | $1,470,674 | |
| 6 | ETR |
Entergy Corp /De/
|
12,556 | $1,442,182 |
All Filings in DTE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,782,119 | 11,696 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,605,788 | 10,982 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $351,341 | 2,724 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $997,505 | 7,053 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,407,652 | 10,627 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,421,830 | 10,283 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,154,370 | 9,560 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,129,751 | 8,798 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $934,926 | 8,422 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $930,649 | 8,299 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $310,602 | 2,817 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $237,179 | 2,389 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $266,578 | 2,423 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $265,415 | 2,423 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $286,420 | 2,437 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $277,155 | 2,409 | Shares | Sole | 2022-12-16 | |
| 2022-06-30 | $305,340 | 2,409 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $318,493 | 2,409 | Shares | Sole | 2022-07-18 | |
| 2021-12-31 | $294,666 | 2,465 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||