Position in DTE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,290,120
+$126,066 QoQ
Shares Held
15,030
+1.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#294
of 1,026 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Modern Wealth Management, LLC holds $44,914,548 across 23 Utilities - Regulated Electric names. DTE ranks #3 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
273,000 | $23,961,208 | |
| 2 | SO |
Southern Co
|
33,350 | $3,191,926 | |
| 3 | DTE |
Dte Energy Co
This page
|
15,030 | $2,290,120 | |
| 4 | DUK |
Duke Energy CORP
|
16,984 | $2,149,831 | |
| 5 | XEL |
Xcel Energy Inc
|
20,279 | $1,628,402 | |
| 6 | EXC |
Exelon Corp
|
28,172 | $1,313,377 | |
| 7 | FE |
Firstenergy Corp
|
23,774 | $1,130,215 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
9,104 | $1,063,072 |
All Filings in DTE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,290,120 | 15,030 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,164,054 | 14,800 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,705,372 | 13,222 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,899,545 | 13,431 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,767,809 | 13,346 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $1,776,491 | 12,848 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $1,569,749 | 13,000 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $1,654,434 | 12,884 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $1,452,232 | 13,082 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $1,268,302 | 11,310 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $1,284,859 | 11,653 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||