Position in DTE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$305,806
New position
Shares Held
2,007
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#662
of 1,030 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $5,717,533 across 8 Utilities - Regulated Electric names. DTE ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,083 | $2,025,994 | |
| 2 | DUK |
Duke Energy CORP
|
10,289 | $1,302,381 | |
| 3 | D |
Dominion Energy, Inc
|
12,791 | $873,496 | |
| 4 | SO |
Southern Co
|
6,353 | $608,045 | |
| 5 | CNP |
Centerpoint Energy Inc
|
7,436 | $327,481 | |
| 6 | DTE |
Dte Energy Co
This page
|
2,007 | $305,806 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,743 | $203,530 | |
| 8 | IMSR |
Terrestrial Energy Inc. /DE/
|
10,000 | $70,800 |
All Filings in DTE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,806 | 2,007 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||