MB, LEVIS & ASSOCIATES, LLC

Position in DTE — Dte Energy Co

CIK 2065807 CENTER VALLEY, PA

Position in DTE

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$24,988

+$1,008 QoQ

Shares Held

164

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#878

of 1,026 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MB, LEVIS & ASSOCIATES, LLC holds $921,051 across 8 Utilities - Regulated Electric names. DTE ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	8,855	$777,203
2	PPL	PPL Corp	1,215	$44,165
3	SO	Southern Co	427	$40,868
4	DTE	Dte Energy Co This page	164	$24,988
5	XEL	Xcel Energy Inc	250	$20,075
6	AEP	American Electric Power Co Inc	36	$4,925
7	FE	Firstenergy Corp	93	$4,421
8	FTS	Fortis Inc.	77	$4,406

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,988	164	0.0%	Shares	Sole	2026-07-22
2026-03-31	$23,980	164	0.0%	Shares	Sole	2026-04-08
2025-12-31	$21,152	164	0.0%	Shares	Sole	2026-01-14
2025-09-30	$23,194	164	0.0%	Shares	Sole	2025-10-15
2025-06-30	$21,723	164	0.0%	Shares	Sole	2025-07-29
2025-03-31	$22,676	164	0.0%	Shares	Sole	2025-05-07
2024-12-31	$19,803	164	0.0%	Shares	Sole	2025-05-07
2024-09-30	$21,059	164	0.0%	Shares	Sole	2025-05-07
2024-06-30	$18,205	164	0.0%	Shares	Sole	2025-05-07
2024-03-31	$18,390	164	0.0%	Shares	Sole	2025-05-07
2023-12-31	$18,082	164	0.0%	Shares	Sole	2025-05-07
2023-09-30	$16,281	164	0.0%	Shares	Sole	2025-05-07
2023-06-30	$18,043	164	0.0%	Shares	Sole	2025-05-07
2023-03-31	$17,964	164	0.0%	Shares	Sole	2025-05-07
2022-12-31	$19,274	164	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.