Position in DTE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$372,697
+$49,259 QoQ
Shares Held
2,446
+10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#617
of 1,030 holders
Holding Since
Jun 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, 2026Old North State Wealth Management, LLC holds $5,138,666 across 4 Utilities - Regulated Electric names. DTE ranks #3 (7.3% 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 | $372,697 | 2,446 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $323,438 | 2,212 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $309,809 | 2,402 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $348,624 | 2,465 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $452,218 | 3,414 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $468,597 | 3,389 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $389,901 | 3,229 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $353,255 | 2,751 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $200,262 | 1,804 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||