Skip to content
Disclosery

NewEdge Advisors, LLC: DTE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Advisors, LLC on DTE, newest first. How the timeline and the estimate are built.

NewEdge Advisors, LLC held 76,722 DTE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,722 shares
    Change vs previous 13F -5,098 shares

    0.03% of the 13F portfolio, value $11,690,129.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 81,820 shares
    Change vs previous 13F -291,421 shares

    0.04% of the 13F portfolio, value $11,963,663.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 373,241 shares
    Change vs previous 13F +6,362 shares

    0.17% of the 13F portfolio, value $48,140,825.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 366,879 shares
    Change vs previous 13F +2,955 shares

    0.24% of the 13F portfolio, value $51,887,507.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 363,924 shares
    Change vs previous 13F +27,457 shares

    0.25% of the 13F portfolio, value $48,205,341.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 336,467 shares
    Change vs previous 13F +11,501 shares

    0.28% of the 13F portfolio, value $46,523,253.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 324,966 shares
    Change vs previous 13F +7,758 shares

    0.24% of the 13F portfolio, value $39,240,029.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 317,208 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $40,732,659.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).