Atlantic Edge Private Wealth Management, LLC
Position in DTE — Dte Energy Co
CIK 2011145
JACKSONVILLE, FL
Position in DTE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$86,850
+$3,505 QoQ
Shares Held
570
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#806
of 1,026 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $2,799,776 across 8 Utilities - Regulated Electric names. DTE ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
15,726 | $2,151,474 | |
| 2 | NEE |
Nextera Energy Inc
|
2,667 | $234,082 | |
| 3 | DUK |
Duke Energy CORP
|
1,508 | $190,882 | |
| 4 | DTE |
Dte Energy Co
This page
|
570 | $86,850 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
855 | $69,391 | |
| 6 | ED |
Consolidated Edison Inc
|
366 | $40,490 | |
| 7 | PPL |
PPL Corp
|
653 | $23,736 | |
| 8 | ETR |
Entergy Corp /De/
|
25 | $2,871 |
All Filings in DTE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,850 | 570 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $83,345 | 570 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $84,481 | 655 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $92,636 | 655 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $86,761 | 655 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $90,566 | 655 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $79,091 | 655 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $840,443 | 6,545 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $697,031 | 6,279 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $685,175 | 6,110 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $590,993 | 5,360 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||