Position in DTE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$917,724
+$57,366 QoQ
Shares Held
6,023
+2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
#437
of 1,030 holders
Holding Since
Sep 2023
12 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 Jun 30, 2026Lakeshore Financial Planning, Inc. holds $2,303,816 across 4 Utilities - Regulated Electric names. DTE ranks #1 (39.8% of the industry book) .
All Filings in DTE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $917,724 | 6,023 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $860,358 | 5,884 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $742,021 | 5,753 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $812,939 | 5,748 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $761,247 | 5,747 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $793,808 | 5,741 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $694,554 | 5,752 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $709,722 | 5,527 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $607,224 | 5,470 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $613,181 | 5,468 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $604,555 | 5,483 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $544,252 | 5,482 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||