SEC 13F Intelligence

Naviter Wealth, LLC / DTE

Naviter Wealth, LLC’s Dte Energy Co Position

Does Naviter Wealth, LLC own Dte Energy Co (DTE)? Not currently — the last reported position was 26.3K shares worth $4M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q1 2022
Shares
26.3K
% of Portfolio
+1.17%
Quarters Held
2
position exited

Position History DTE

Reported value by quarter
Q4 ’21: $3MQ4 ’21Q1 ’22: $4MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202226.3K$4M+1.17%
Q4 202123.6K$3M+0.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Naviter Wealth, LLC’s full portfolio or all institutional holders of DTE.