Allegiance Financial Group Advisory Services LLC

Position in DTE — Dte Energy Co

CIK 1964068 VIENNA, VA

Back to DTE Full portfolio

Position in DTE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$234,192

New position

Shares Held

1,537

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#716

of 1,030 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Allegiance Financial Group Advisory Services LLC holds $3,045,420 across 6 Utilities - Regulated Electric names. DTE ranks #6 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	52,687	$886,195
2	EIX	Edison International	11,864	$883,274
3	ES	Eversource Energy	6,315	$456,385
4	DUK	Duke Energy CORP	2,664	$337,209
5	D	Dominion Energy, Inc	3,634	$248,165
6	DTE	Dte Energy Co This page	1,537	$234,192

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$234,192	1,537	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.

Allegiance Financial Group Advisory Services LLC

Position in DTE

Position in Utilities - Regulated Electric

All Filings in DTE