Position in DTE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$375,896
+$15,172 QoQ
Shares Held
2,467
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.06%
of 13F equity value
Holder Rank
#614
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, 2026Midwest Capital Advisors, LLC holds $728,151 across 10 Utilities - Regulated Electric names. DTE ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
This page
|
2,467 | $375,896 | |
| 2 | ED |
Consolidated Edison Inc
|
1,185 | $131,096 | |
| 3 | NEE |
Nextera Energy Inc
|
618 | $54,241 | |
| 4 | AEP |
American Electric Power Co Inc
|
345 | $47,199 | |
| 5 | DUK |
Duke Energy CORP
|
370 | $46,834 | |
| 6 | FE |
Firstenergy Corp
|
544 | $25,861 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
201 | $16,313 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
136 | $15,880 |
All Filings in DTE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,896 | 2,467 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $360,724 | 2,467 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $318,193 | 2,467 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $348,907 | 2,467 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $326,778 | 2,467 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $341,112 | 2,467 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $297,890 | 2,467 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||