Position in DTE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$421,698
+$52,945 QoQ
Shares Held
2,884
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
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, 2026Claris Financial LLC holds $4,419,160 across 8 Utilities - Regulated Electric names. DTE ranks #6 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
15,742 | $973,170 | |
| 2 | DUK |
Duke Energy CORP
|
6,613 | $865,906 | |
| 3 | NEE |
Nextera Energy Inc
|
6,806 | $632,141 | |
| 4 | SO |
Southern Co
|
4,644 | $448,238 | |
| 5 | ED |
Consolidated Edison Inc
|
3,846 | $435,290 | |
| 6 | DTE |
Dte Energy Co
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|
2,884 | $421,698 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,720 | $356,537 | |
| 8 | ETR |
Entergy Corp /De/
|
2,547 | $286,180 |
All Filings in DTE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $421,698 | 2,884 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $368,753 | 2,859 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $401,378 | 2,838 | Shares | Sole | 2026-04-07 | |
| 2025-06-30 | $372,874 | 2,815 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $382,593 | 2,767 | Shares | Sole | 2025-06-18 | |
| 2024-12-31 | $334,115 | 2,767 | Shares | Sole | 2025-06-17 | |
| No filing history on record for this holder in this stock. | ||||||