Midwest Capital Advisors, LLC DTE DTE ENERGY CO

Ownership history in Midwest Capital Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Midwest Capital Advisors, LLC reported DTE ENERGY CO (DTE) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.22% in 2024 Q4. The latest visible filing shows DTE at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DTE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Midwest Capital Advisors, LLC's position in DTE ENERGY CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DTE was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Midwest Capital Advisors, LLC held DTE — position size vs. price
% of Fund (quarterly)    DTE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,467 0% 0.17% $361K 2026-04-24 $146.88
2025 Q4 UNCHANGED 2,467 0% 0.15% $318K 2026-01-29 $133.39
2025 Q3 UNCHANGED 2,467 0% 0.17% $349K 2025-10-27 $139.27
2025 Q2 UNCHANGED 2,467 0% 0.17% $327K 2025-07-25 $136.01
2025 Q1 UNCHANGED 2,467 0% 0.21% $341K 2025-05-05 $132.26
2024 Q4 INITIATED 2,467 0.22% $298K 2025-02-04 $115.80

FAQ About Midwest Capital Advisors, LLC and DTE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Midwest Capital Advisors, LLC reported owning DTE?

Midwest Capital Advisors, LLC reported DTE across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DTE position in Midwest Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for DTE was 0.22% in 2024 Q4.

What is the latest reported DTE position on this page?

The most recent filing on this page is 2026 Q1, when Midwest Capital Advisors, LLC reported 2,467 shares, equal to 0.17% of portfolio, with an estimated market value of $361K.

What does the chart on this DTE ownership page compare?

The chart compares Midwest Capital Advisors, LLC's quarterly DTE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Midwest Capital Advisors, LLC Holdings