Position in DTE
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$332,650
+$39,221 QoQ
Shares Held
2,275
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Redwood Wealth Management Group, LLC holds $924,707 across 3 Utilities - Regulated Electric names. DTE ranks #2 (36.0% of the industry book) .
All Filings in DTE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $332,650 | 2,275 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $293,429 | 2,275 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $332,643 | 2,352 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $311,545 | 2,352 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $327,285 | 2,367 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $284,607 | 2,357 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $301,378 | 2,347 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $260,540 | 2,347 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $403,367 | 3,597 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $396,605 | 3,597 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $371,009 | 3,737 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $410,044 | 3,727 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $408,255 | 3,727 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $438,034 | 3,727 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||