Position in DTE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$74,843,228
+$15,501,453 QoQ
Shares Held
491,194
+21.0% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#47
of 1,036 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,340,486,556 across 39 Utilities - Regulated Electric names. DTE ranks #16 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,199,799 | $2,562,866,356 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
8,572,855 | $1,001,052,276 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,996,112 | $546,708,079 | |
| 4 | DUK |
Duke Energy CORP
|
3,956,407 | $500,801,995 | |
| 5 | SO |
Southern Co
|
4,311,611 | $412,439,814 | |
| 6 | CMS |
Cms Energy Corp
|
5,245,081 | $401,248,695 | |
| 7 | AEE |
Ameren Corp
|
2,925,333 | $330,679,640 | |
| 8 | D |
Dominion Energy, Inc
|
3,778,522 | $258,035,264 |
All Filings in DTE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,843,228 | 491,194 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $59,341,775 | 405,839 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $40,918,644 | 317,248 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $37,592,092 | 265,800 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $31,663,102 | 239,039 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $39,432,666 | 285,186 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $28,963,697 | 239,865 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $27,152,934 | 211,455 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $28,234,171 | 254,339 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $30,501,742 | 271,997 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $16,734,158 | 151,770 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $13,114,588 | 132,097 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $21,464,570 | 195,097 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $22,798,121 | 208,126 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $27,640,352 | 235,177 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $23,716,405 | 206,140 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $17,711,916 | 139,739 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $29,548,800 | 223,499 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $28,619,547 | 239,414 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $45,380,621 | 406,236 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $50,745,926 | 391,558 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $44,576,586 | 334,810 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $57,242,405 | 471,480 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $57,081,934 | 496,192 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $55,773,063 | 518,819 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $60,075,524 | 632,574 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||