AFFINITY WEALTH MANAGEMENT LLC

Position in DTE — Dte Energy Co

CIK 810672 WILMINGTON, DE

Position in DTE

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$374,677

+$15,123 QoQ

Shares Held

2,459

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#616

of 1,030 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

AFFINITY WEALTH MANAGEMENT LLC holds $1,593,092 across 3 Utilities - Regulated Electric names. DTE ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	9,169	$877,564
2	DTE	Dte Energy Co This page	2,459	$374,677
3	ED	Consolidated Edison Inc	3,081	$340,851

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$374,677	2,459	0.0%	Shares	Sole	2026-07-22
2026-03-31	$359,554	2,459	0.0%	Shares	Sole	2026-04-10
2025-12-31	$317,161	2,459	0.0%	Shares	Sole	2026-01-15
2025-09-30	$347,776	2,459	0.0%	Shares	Sole	2025-11-06
2025-06-30	$325,719	2,459	0.0%	Shares	Sole	2025-07-15
2025-03-31	$340,005	2,459	0.0%	Shares	Sole	2025-04-11
2024-12-31	$296,924	2,459	0.0%	Shares	Sole	2025-01-21
2024-09-30	$315,760	2,459	0.0%	Shares	Sole	2024-10-11
2024-06-30	$272,973	2,459	0.0%	Shares	Sole	2024-07-31
2024-03-31	$275,752	2,459	0.0%	Shares	Sole	2024-04-18
2023-12-31	$271,129	2,459	0.0%	Shares	Sole	2024-01-11
2023-09-30	$244,129	2,459	0.0%	Shares	Sole	2023-10-24
2023-06-30	$270,539	2,459	0.0%	Shares	Sole	2023-08-14
2023-03-31	$269,358	2,459	0.0%	Shares	Sole	2023-05-01
2022-12-31	$289,006	2,459	0.0%	Shares	Sole	2023-02-09
2022-09-30	$282,907	2,459	0.0%	Shares	Sole	2022-11-14
2022-06-30	$311,678	2,459	0.0%	Shares	Sole	2022-08-15
2022-03-31	$325,104	2,459	0.0%	Shares	Sole	2022-05-12
2021-12-31	$293,948	2,459	+0.7%	Shares	Sole	2022-02-08
2021-09-30	$272,795	2,442	0.0%	Shares	Sole	2021-11-04
2021-06-30	$316,483	2,442	+1.0%	Shares	Sole	2021-08-09
2021-03-31	$322,065	2,419	+0.8%	Shares	Sole	2021-05-17
2020-12-31	$291,384	2,400	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.