Position in DTE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$580,224
+$23,419 QoQ
Shares Held
3,808
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#525
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, 2026Arbor Wealth Advisors LLC holds $783,005 across 2 Utilities - Regulated Electric names. DTE ranks #1 (74.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
This page
|
3,808 | $580,224 | |
| 2 | DUK |
Duke Energy CORP
|
1,602 | $202,781 |
All Filings in DTE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $580,224 | 3,808 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $556,805 | 3,808 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $491,155 | 3,808 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $538,565 | 3,808 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $504,407 | 3,808 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $526,532 | 3,808 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $459,816 | 3,808 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $488,985 | 3,808 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $422,726 | 3,808 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $427,029 | 3,808 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $419,870 | 3,808 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||