Mowery & Schoenfeld Wealth Management, LLC

Position in DTE — Dte Energy Co

CIK 2019946 LINCOLNSHIRE, IL

Position in DTE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$52,415

+$2,116 QoQ

Shares Held

344

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#838

of 1,026 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Mowery & Schoenfeld Wealth Management, LLC holds $937,706 across 11 Utilities - Regulated Electric names. DTE ranks #6 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	2,133	$249,070
2	NEE	Nextera Energy Inc	2,304	$202,222
3	EXC	Exelon Corp	3,454	$161,025
4	EVRG	Evergy, Inc.	976	$84,355
5	LNT	Alliant Energy Corp	1,004	$76,595
6	DTE	Dte Energy Co This page	344	$52,415
7	ES	Eversource Energy	708	$51,167
8	EIX	Edison International	403	$30,003

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,415	344	0.0%	Shares	Sole	2026-08-06
2026-03-31	$50,299	344	0.0%	Shares	Sole	2026-05-01
2025-12-31	$44,369	344	0.0%	Shares	Sole	2026-01-28
2025-09-30	$48,651	344	0.0%	Shares	Sole	2025-10-27
2025-06-30	$45,566	344	0.0%	Shares	Sole	2025-07-28
2025-03-31	$47,564	344	-8.5%	Shares	Sole	2025-05-05
2024-12-31	$45,402	376	+9.3%	Shares	Sole	2025-02-10
2024-09-30	$44,173	344	-30.4%	Shares	Sole	2024-10-23
2024-06-30	$54,838	494	+43.6%	Shares	Sole	2024-08-14
2024-03-31	$38,576	344	0.0%	Shares	Sole	2024-05-14
2023-12-31	$37,929	344	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.