Position in DTE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$127,791,497
+$8,445,859 QoQ
Shares Held
838,692
+2.8% QoQ
Ownership
0.403%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#31
of 1,036 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 10%
None 12%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,744,083,300 across 37 Utilities - Regulated Electric names. DTE ranks #20 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,997,454 | $438,626,536 | |
| 2 | DUK |
Duke Energy CORP
|
2,146,529 | $271,707,639 | |
| 3 | SO |
Southern Co
|
2,753,892 | $263,575,000 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,855,418 | $253,839,734 | |
| 5 | ETR |
Entergy Corp /De/
|
1,918,551 | $220,364,766 | |
| 6 | D |
Dominion Energy, Inc
|
2,683,787 | $183,275,810 | |
| 7 | EXC |
Exelon Corp
|
3,871,724 | $180,499,769 | |
| 8 | XEL |
Xcel Energy Inc
|
2,126,199 | $170,733,779 |
All Filings in DTE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,791,497 | 838,692 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $119,345,638 | 816,206 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $102,084,701 | 791,477 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $110,432,361 | 780,827 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $102,589,208 | 774,492 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $105,603,987 | 763,752 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $90,897,700 | 752,776 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $94,693,898 | 737,434 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $81,068,713 | 730,283 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $74,370,909 | 663,197 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $69,248,349 | 628,046 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $62,938,058 | 633,945 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $71,217,375 | 647,313 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $67,629,116 | 617,392 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $71,686,010 | 609,938 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $69,041,847 | 600,103 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $75,162,114 | 592,995 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $77,189,883 | 583,843 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $70,629,491 | 590,844 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $65,891,138 | 589,841 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $75,671,126 | 583,882 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $78,104,291 | 586,633 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $72,551,973 | 597,578 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $67,546,783 | 587,159 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $62,918,271 | 585,286 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $55,305,757 | 582,350 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||