Innovative Asset Advisors Group, LLC

Position in DTE — Dte Energy Co

CIK 2127147 SHELTON, CT

Position in DTE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$198,690

-$11,135 QoQ

Shares Held

1,304

-9.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#768

of 1,026 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Innovative Asset Advisors Group, LLC holds $947,490 across 3 Utilities - Regulated Electric names. DTE ranks #2 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	4,342	$594,029
2	DTE	Dte Energy Co This page	1,304	$198,690
3	ED	Consolidated Edison Inc	1,399	$154,771

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$198,690	1,304	-9.1%	Shares	Sole	2026-08-05
2026-03-31	$209,825	1,435	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.