FIDUCIARY FAMILY OFFICE, LLC
Family OfficePosition in DTE — Dte Energy Co
CIK 2020280
Boca Raton, FL
Position in DTE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$369,649
+$103,090 QoQ
Shares Held
2,426
+33.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#617
of 1,026 holders
Holding Since
Mar 2024
9 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, 2026FIDUCIARY FAMILY OFFICE, LLC holds $4,622,336 across 5 Utilities - Regulated Electric names. DTE ranks #4 (8.0% of the industry book) .
All Filings in DTE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,649 | 2,426 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $266,559 | 1,823 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $231,003 | 1,791 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $257,261 | 1,819 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $285,848 | 2,158 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $281,241 | 2,034 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $285,583 | 2,224 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $258,542 | 2,329 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $255,454 | 2,278 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||