Position in DTE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$265,343,093
+$148,260,983 QoQ
Shares Held
1,814,684
+99.9% QoQ
Ownership
0.872%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Derivatives in DTE
reported options exposure · as of Sep 30, 2025CallValue
$28,286
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026BARCLAYS PLC holds $5,338,962,895 across 38 Utilities - Regulated Electric names. DTE ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
10,367,590 | $1,358,983,696 | |
| 2 | PPL |
PPL Corp
|
13,385,498 | $511,326,022 | |
| 3 | SO |
Southern Co
|
4,564,491 | $440,564,669 | |
| 4 | NEE |
Nextera Energy Inc
|
3,958,258 | $367,643,001 | |
| 5 | DUK |
Duke Energy CORP
|
2,635,465 | $345,087,785 | |
| 6 | DTE |
Dte Energy Co
This page
|
1,814,684 | $265,343,093 | |
| 7 | CMS |
Cms Energy Corp
|
2,995,363 | $232,380,261 | |
| 8 | EXC |
Exelon Corp
|
3,673,767 | $180,088,056 |
All Filings in DTE
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $265,343,093 | 1,814,684 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $117,082,110 | 907,754 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $28,286 | 200 | Call | Sole | 2026-03-31 | |
| 2025-09-30 | $130,113,618 | 919,986 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $119,803,842 | 904,453 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $80,785,490 | 584,259 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $77,568,954 | 642,393 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $96,960,336 | 755,084 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $74,880,796 | 674,541 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $47,699,869 | 425,360 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $50,115,705 | 454,523 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $66,576,372 | 670,592 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $57,109,730 | 519,085 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $27,738,594 | 253,228 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $37,638,158 | 320,243 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $29,219,362 | 253,971 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $29,558,352 | 233,202 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $52,711,861 | 398,698 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $64,077,742 | 536,036 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $63,851,088 | 571,579 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $45,718,699 | 414,502 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $27,860,809 | 245,880 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $27,640,158 | 267,500 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $46,721,618 | 477,207 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $17,532,020 | 191,629 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $80,825 | 1,000 | Put | Sole | 2020-05-13 | |
| 2020-03-31 | $12,197,132 | 150,907 | Shares | Sole | 2020-05-13 | |
| 2020-03-31 | $355,632 | 4,400 | Call | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||