Position in DTE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$112,697,877
+$26,261,828 QoQ
Shares Held
739,633
+25.1% QoQ
Ownership
0.356%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#35
of 1,036 holders
Holding Since
Mar 2020
26 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, 2026HSBC HOLDINGS PLC holds $3,534,713,713 across 34 Utilities - Regulated Electric names. DTE ranks #13 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
8,890,472 | $414,473,801 | |
| 2 | NEE |
Nextera Energy Inc
|
4,077,202 | $357,856,013 | |
| 3 | PCG |
PG&E Corp
|
17,586,566 | $295,806,037 | |
| 4 | ES |
Eversource Energy
|
3,759,955 | $271,731,945 | |
| 5 | EIX |
Edison International
|
3,507,101 | $261,103,665 | |
| 6 | DUK |
Duke Energy CORP
|
1,666,269 | $210,916,327 | |
| 7 | SO |
Southern Co
|
1,992,743 | $190,725,430 | |
| 8 | D |
Dominion Energy, Inc
|
2,520,262 | $172,108,689 |
All Filings in DTE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,697,877 | 739,633 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $86,436,049 | 591,137 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $49,968,011 | 387,409 | Shares | Sole | 2026-03-06 | |
| 2025-09-30 | $49,322,437 | 348,741 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $42,576,086 | 321,426 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $48,600,658 | 351,491 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $43,711,619 | 362,001 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $43,689,831 | 340,237 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $29,138,902 | 262,489 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $35,581,909 | 317,299 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $32,746,447 | 296,993 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $25,530,546 | 257,157 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $20,614,556 | 187,371 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $30,238,187 | 276,047 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $59,698,656 | 507,944 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $40,531,308 | 352,293 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $49,231,980 | 388,418 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $50,975,810 | 385,567 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $39,833,117 | 333,220 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $29,299,968 | 262,286 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $21,286,027 | 164,244 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $17,913,847 | 134,549 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $29,924,540 | 246,475 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $27,635,372 | 240,224 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $23,072,518 | 214,628 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $27,426,373 | 288,790 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||