Position in DTE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$11,181,977
+$918,503 QoQ
Shares Held
73,387
+4.6% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#142
of 1,030 holders
Holding Since
Dec 2023
11 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, 2026Cyndeo Wealth Partners, LLC holds $46,905,295 across 6 Utilities - Regulated Electric names. DTE ranks #3 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
135,898 | $11,927,767 | |
| 2 | AEP |
American Electric Power Co Inc
|
86,134 | $11,783,992 | |
| 3 | DTE |
Dte Energy Co
This page
|
73,387 | $11,181,977 | |
| 4 | DUK |
Duke Energy CORP
|
86,700 | $10,974,486 | |
| 5 | SO |
Southern Co
|
8,254 | $789,990 | |
| 6 | XEL |
Xcel Energy Inc
|
3,077 | $247,083 |
All Filings in DTE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,181,977 | 73,387 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $10,263,474 | 70,192 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,347,972 | 64,723 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $8,695,540 | 61,483 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $8,219,672 | 62,054 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $8,220,428 | 59,452 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,633,642 | 54,937 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,673,210 | 51,968 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $5,710,909 | 51,445 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,426,342 | 48,389 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $4,174,333 | 37,859 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||