COZAD ASSET MANAGEMENT INC

Position in DTE — Dte Energy Co

CIK 709428 CHAMPAIGN, IL

Position in DTE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$232,059

+$28,542 QoQ

Shares Held

1,523

+5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#716

of 1,025 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

COZAD ASSET MANAGEMENT INC holds $5,639,735 across 7 Utilities - Regulated Electric names. DTE ranks #7 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNT	Alliant Energy Corp	29,517	$2,251,851
2	NEE	Nextera Energy Inc	16,521	$1,450,048
3	AEE	Ameren Corp	5,217	$589,729
4	SO	Southern Co	5,318	$508,985
5	AEP	American Electric Power Co Inc	2,674	$365,829
6	NGG	National Grid PLC	2,911	$241,234
7	DTE	Dte Energy Co This page	1,523	$232,059

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,059	1,523	+5.8%	Shares	Sole	2026-08-14
2025-09-30	$203,517	1,439	-22.0%	Shares	Sole	2025-11-10
2023-06-30	$202,876	1,844	-42.5%	Shares	Sole	2023-07-26
2023-03-31	$351,185	3,206	-79.3%	Shares	Sole	2023-05-01
2022-12-31	$1,824,653	15,525	+5.2%	Shares	Sole	2023-02-08
2022-09-30	$1,697,792	14,757	-1.1%	Shares	Sole	2022-11-07
2022-06-30	$1,890,476	14,915	+4.9%	Shares	Sole	2022-08-09
2022-03-31	$1,880,158	14,221	+9.4%	Shares	Sole	2022-04-29
2021-12-31	$1,553,302	12,994	+0.8%	Shares	Sole	2022-02-01
2021-09-30	$1,440,277	12,893	+2.2%	Shares	Sole	2021-11-05
2021-06-30	$1,635,682	12,621	-5.9%	Shares	Sole	2021-07-29
2021-03-31	$1,785,673	13,412	-2.9%	Shares	Sole	2021-04-29
2020-12-31	$1,677,279	13,815	-8.2%	Shares	Sole	2021-02-16
2020-09-30	$1,730,431	15,042	-2.9%	Shares	Sole	2020-10-28
2020-06-30	$1,666,035	15,498	-5.1%	Shares	Sole	2020-08-07
2020-03-31	$1,550,954	16,331	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.