Position in DTE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$470,823
+$19,150 QoQ
Shares Held
3,090
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#569
of 1,030 holders
Holding Since
Dec 2023
11 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, 2026BALANCED WEALTH GROUP LLC holds $1,986,894 across 3 Utilities - Regulated Electric names. DTE ranks #2 (23.7% of the industry book) .
All Filings in DTE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,823 | 3,090 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $451,673 | 3,089 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $398,290 | 3,088 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $436,594 | 3,087 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $409,036 | 3,088 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $426,839 | 3,087 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $372,755 | 3,087 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $395,888 | 3,083 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $342,021 | 3,081 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $345,503 | 3,081 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $329,346 | 2,987 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||