Position in DTE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$978,520
+$178,112 QoQ
Shares Held
6,422
+17.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#423
of 1,029 holders
Holding Since
Dec 2025
3 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, 2026LFG Wealth Partners, LLC holds $7,488,632 across 7 Utilities - Regulated Electric names. DTE ranks #5 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGE |
Oge Energy Corp.
|
29,101 | $1,416,054 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,107 | $1,109,118 | |
| 3 | EIX |
Edison International
|
14,424 | $1,073,866 | |
| 4 | EXC |
Exelon Corp
|
21,476 | $1,001,211 | |
| 5 | DTE |
Dte Energy Co
This page
|
6,422 | $978,520 | |
| 6 | PPL |
PPL Corp
|
26,426 | $960,585 | |
| 7 | FE |
Firstenergy Corp
|
19,968 | $949,278 |
All Filings in DTE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $978,520 | 6,422 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $800,408 | 5,474 | Shares | Sole | 2026-06-11 | |
| 2025-12-31 | $683,851 | 5,302 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||