Position in DTE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$210,422
+$9,370 QoQ
Shares Held
1,381
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#758
of 1,030 holders
Holding Since
Sep 2020
24 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, 2026Financial Perspectives, Inc holds $687,873 across 15 Utilities - Regulated Electric names. DTE ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
This page
|
1,381 | $210,422 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
1,338 | $156,238 | |
| 3 | NEE |
Nextera Energy Inc
|
1,426 | $125,160 | |
| 4 | XEL |
Xcel Energy Inc
|
767 | $61,590 | |
| 5 | EXC |
Exelon Corp
|
564 | $26,293 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
209 | $16,962 | |
| 7 | CNP |
Centerpoint Energy Inc
|
382 | $16,823 | |
| 8 | AEP |
American Electric Power Co Inc
|
119 | $16,280 |
All Filings in DTE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,422 | 1,381 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $201,052 | 1,375 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $176,573 | 1,369 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $192,769 | 1,363 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $179,880 | 1,358 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $186,941 | 1,352 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $162,529 | 1,346 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $172,069 | 1,340 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $148,087 | 1,334 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $148,921 | 1,328 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $145,763 | 1,322 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $131,248 | 1,322 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $144,236 | 1,311 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $142,402 | 1,300 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $151,496 | 1,289 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $147,148 | 1,279 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $160,972 | 1,270 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $166,716 | 1,261 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $149,664 | 1,252 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $138,855 | 1,243 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $159,667 | 1,232 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $1,222 | 162,682 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $147,027 | 1,211 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $139,313 | 1,211 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||