Position in DTE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$571,387
+$28,619 QoQ
Shares Held
3,750
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#527
of 1,030 holders
Holding Since
Dec 2024
7 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, 2026Discipline Wealth Solutions, LLC holds $1,060,394 across 3 Utilities - Regulated Electric names. DTE ranks #1 (53.9% of the industry book) .
All Filings in DTE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,387 | 3,750 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $542,768 | 3,712 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $282,724 | 2,192 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $309,731 | 2,190 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $289,954 | 2,189 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $310,554 | 2,246 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $271,204 | 2,246 | Shares | Sole | 2025-02-26 | |
| No filing history on record for this holder in this stock. | ||||||