Position in DTE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$426,178
+$17,201 QoQ
Shares Held
2,797
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#582
of 1,030 holders
Holding Since
Dec 2021
19 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, 2026Kaydan Wealth Management, Inc. holds $718,189 across 2 Utilities - Regulated Electric names. DTE ranks #1 (59.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
This page
|
2,797 | $426,178 | |
| 2 | SO |
Southern Co
|
3,051 | $292,011 |
All Filings in DTE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,178 | 2,797 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $408,977 | 2,797 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $360,757 | 2,797 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $395,579 | 2,797 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $370,490 | 2,797 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $386,741 | 2,797 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $337,737 | 2,797 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $359,162 | 2,797 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $310,494 | 2,797 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $313,655 | 2,797 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $308,397 | 2,797 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $277,686 | 2,797 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $307,725 | 2,797 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $311,860 | 2,847 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $209,203 | 1,780 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $208,700 | 1,814 | Shares | Sole | 2023-02-24 | |
| 2022-06-30 | $242,853 | 1,916 | Shares | Sole | 2023-02-24 | |
| 2022-03-31 | $257,412 | 1,947 | Shares | Sole | 2023-02-24 | |
| 2021-12-31 | $256,652 | 2,147 | Shares | Sole | 2023-02-24 | |
| No filing history on record for this holder in this stock. | ||||||