Position in DTE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,697,614
+$241,946 QoQ
Shares Held
11,610
+2.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Bernard Wealth Management Corp. holds $1,825,534 across 5 Utilities - Regulated Electric names. DTE ranks #1 (93.0% of the industry book) .
All Filings in DTE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,697,614 | 11,610 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,455,668 | 11,286 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,566,337 | 11,075 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,455,867 | 10,991 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,408,971 | 10,190 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $924,220 | 7,654 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||