Position in DTE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$130,435,113
-$43,070,261 QoQ
Shares Held
856,042
-27.9% QoQ
Ownership
0.412%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#28
of 1,036 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,234,832,564 across 40 Utilities - Regulated Electric names. DTE ranks #23 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
116,048,771 | $10,185,600,620 | |
| 2 | SO |
Southern Co
|
32,778,201 | $3,137,201,608 | |
| 3 | ETR |
Entergy Corp /De/
|
24,917,975 | $2,862,078,599 | |
| 4 | XEL |
Xcel Energy Inc
|
21,741,661 | $1,745,855,369 | |
| 5 | CMS |
Cms Energy Corp
|
16,409,389 | $1,255,318,253 | |
| 6 | D |
Dominion Energy, Inc
|
14,884,625 | $1,016,471,032 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,161,378 | $602,694,101 | |
| 8 | PCG |
PG&E Corp
|
32,150,501 | $540,771,417 |
All Filings in DTE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,435,113 | 856,042 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $173,505,374 | 1,186,605 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $114,846,233 | 890,419 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $177,676,238 | 1,256,284 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $136,372,463 | 1,029,537 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $194,340,689 | 1,405,516 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $107,823,584 | 892,949 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $212,351,479 | 1,653,699 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $201,893,547 | 1,818,697 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $176,700,448 | 1,575,713 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $139,127,492 | 1,261,813 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $58,733,546 | 591,595 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $68,520,448 | 622,800 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $92,592,842 | 845,288 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $190,744,369 | 1,622,942 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $147,954,063 | 1,285,998 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $150,365,928 | 1,186,319 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $268,239,673 | 2,028,891 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $327,313,902 | 2,738,112 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $184,882,836 | 1,655,025 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $60,519,970 | 466,975 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $66,969,392 | 503,000 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $139,496,858 | 1,148,973 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $274,458,216 | 2,385,763 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $248,400,778 | 2,310,704 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $164,628,618 | 1,733,481 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||