Icon Wealth Advisors, LLC

Position in DTE — Dte Energy Co

CIK 1963212 HOUSTON, TX

Position in DTE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$404,694

-$79,586 QoQ

Shares Held

2,656

-19.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#595

of 1,034 holders

Holding Since

Sep 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Icon Wealth Advisors, LLC holds $9,279,273 across 7 Utilities - Regulated Electric names. DTE ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	37,032	$3,250,298
2	WEC	Wec Energy Group, Inc.	19,271	$2,250,274
3	PPL	PPL Corp	54,894	$1,995,396
4	SO	Southern Co	8,976	$859,092
5	DTE	Dte Energy Co This page	2,656	$404,694
6	AEP	American Electric Power Co Inc	2,482	$339,562
7	PCG	PG&E Corp	10,699	$179,957

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$404,694	2,656	-19.8%	Shares	Sole	2026-08-05
2026-03-31	$484,280	3,312	+24.4%	Shares	Sole	2026-05-12
2025-12-31	$343,344	2,662	-2.2%	Shares	Sole	2026-02-13
2025-09-30	$384,831	2,721	0.0%	Shares	Sole	2025-11-14
2025-06-30	$360,423	2,721	+2.3%	Shares	Sole	2025-08-14
2025-03-31	$367,798	2,660	-0.0%	Shares	Sole	2025-05-15
2024-12-31	$321,315	2,661	0.0%	Shares	Sole	2025-02-14
2024-09-30	$341,699	2,661	+0.3%	Shares	Sole	2024-11-14
2024-06-30	$294,398	2,652	-0.3%	Shares	Sole	2024-08-14
2024-03-31	$298,404	2,661	-12.9%	Shares	Sole	2024-05-15
2022-12-31	$359,054	3,055	0.0%	Shares	Sole	2023-02-14
2022-09-30	$351,477	3,055	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.