Position in DTE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$136,675
+$5,516 QoQ
Shares Held
897
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#793
of 1,030 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ROWLANDMILLER & PARTNERS.ADV holds $9,377,909 across 8 Utilities - Regulated Electric names. DTE ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
25,234 | $3,194,119 | |
| 2 | NEE |
Nextera Energy Inc
|
30,180 | $2,648,898 | |
| 3 | SO |
Southern Co
|
12,403 | $1,187,091 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
9,728 | $1,135,938 | |
| 5 | D |
Dominion Energy, Inc
|
8,145 | $556,222 | |
| 6 | ED |
Consolidated Edison Inc
|
2,517 | $278,455 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,758 | $240,511 | |
| 8 | DTE |
Dte Energy Co
This page
|
897 | $136,675 |
All Filings in DTE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,675 | 897 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $131,159 | 897 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $115,695 | 897 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $126,862 | 897 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $118,816 | 897 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $124,028 | 897 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $108,312 | 897 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $117,109 | 912 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $101,241 | 912 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $135,240 | 1,206 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $132,973 | 1,206 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $132,141 | 1,331 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $146,436 | 1,331 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $154,670 | 1,412 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $165,952 | 1,412 | Shares | Sole | 2023-01-04 | |
| 2022-09-30 | $162,450 | 1,412 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $178,971 | 1,412 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||