Position in DTE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$119,345,638
+$17,260,937 QoQ
Shares Held
816,206
+3.1% QoQ
Ownership
0.392%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 79%
Shared 10%
None 12%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $4,601,957,409 across 38 Utilities - Regulated Electric names. DTE ranks #22 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,829,027 | $448,520,026 | |
| 2 | DUK |
Duke Energy CORP
|
2,092,284 | $273,963,665 | |
| 3 | SO |
Southern Co
|
2,655,044 | $256,264,844 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,793,510 | $235,093,289 | |
| 5 | ETR |
Entergy Corp /De/
|
1,841,587 | $206,920,712 | |
| 6 | EXC |
Exelon Corp
|
3,765,827 | $184,600,837 | |
| 7 | ED |
Consolidated Edison Inc
|
1,447,524 | $163,830,764 | |
| 8 | XEL |
Xcel Energy Inc
|
2,052,030 | $163,013,262 |
All Filings in DTE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||