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Equibles

JONES FINANCIAL COMPANIES LLLP

Position in DTE — Dte Energy Co

CIK 815917 DES PERES, MO
Back to DTE Full portfolio

Position in DTE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$62,439,092
+$14,324,817 QoQ
Shares Held
409,786
+24.5% QoQ
Ownership
0.197%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#53
of 1,036 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in DTE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $1,180,090,795 across 39 Utilities - Regulated Electric names. DTE ranks #8 (5.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DUK
Duke Energy CORP
 1,743,676 $220,714,507
2 NGG
National Grid PLC
 2,272,626 $188,332,516
3 NEE
Nextera Energy Inc
 2,009,730 $176,394,002
4 SO
Southern Co
 964,398 $92,302,531
5 D
Dominion Energy, Inc
 1,190,474 $81,297,468
6 AEP
American Electric Power Co Inc
 570,666 $78,072,814
7 EVRG
Evergy, Inc.
 742,711 $64,192,511
8 DTE
Dte Energy Co
This page 		409,786 $62,439,092

All Filings in DTE

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $62,439,092 409,786
2026-03-31 $48,114,275 329,054
2025-12-31 $2,575,988 19,972
2025-09-30 $2,522,403 17,835
2025-06-30 $1,979,217 14,942
2025-03-31 $1,372,329 9,925
2024-12-31 $760,121 6,295
2024-09-30 $469,081 3,653
2024-06-30 $204,036 1,838
2024-03-31 $89,263 796
2023-12-31 $9,482 86
2023-09-30 $5,460 55
2023-06-30 $13,532 123
2023-03-31 $48,416 442
2022-12-31 $28,442 242
2022-09-30 $8,168 71
2022-06-30 $15,463 122
2022-03-31 $26,970 204
2021-12-31 $19,365 162
2021-09-30 $20,107 180
2021-06-30 $88,128 680
2021-03-31 $72,561 545
2020-12-31 $21,853 180