Position in DTE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$48,114,275
+$45,538,287 QoQ
Shares Held
329,054
+1547.6% QoQ
Ownership
0.158%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $1,037,727,989 across 40 Utilities - Regulated Electric names. DTE ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,610,470 | $210,874,941 | |
| 2 | NGG |
National Grid PLC
|
2,157,622 | $182,534,821 | |
| 3 | NEE |
Nextera Energy Inc
|
1,591,960 | $147,861,244 | |
| 4 | D |
Dominion Energy, Inc
|
1,601,283 | $98,991,314 | |
| 5 | SO |
Southern Co
|
792,024 | $76,446,156 | |
| 6 | AEP |
American Electric Power Co Inc
|
367,382 | $48,156,432 | |
| 7 | DTE |
Dte Energy Co
This page
|
329,054 | $48,114,275 | |
| 8 | EVRG |
Evergy, Inc.
|
550,238 | $45,075,496 |
All Filings in DTE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,114,275 | 329,054 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,575,988 | 19,972 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,522,403 | 17,835 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,979,217 | 14,942 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,372,329 | 9,925 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $760,121 | 6,295 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $469,081 | 3,653 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $204,036 | 1,838 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $89,263 | 796 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,482 | 86 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,460 | 55 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,532 | 123 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $48,416 | 442 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $28,442 | 242 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,168 | 71 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $15,463 | 122 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $26,970 | 204 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $19,365 | 162 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $20,107 | 180 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $88,128 | 680 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $72,561 | 545 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $21,853 | 180 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||