Segment Wealth Management, LLC: DTE position timeline

Segment Wealth Management, LLC held 1,990 DTE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,990 shares

   Change vs previous 13F +465 shares

   0.02% of the 13F portfolio, value $303,216.

   13F-HR 0001575581-26-000003 filed by Segment Wealth Management, LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,525 shares

   Change vs previous 13F -219 shares

   0.01% of the 13F portfolio, value $222,986.

   13F-HR 0001575581-26-000002 filed by Segment Wealth Management, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,744 shares

   Change vs previous 13F +76 shares

   0.01% of the 13F portfolio, value $224,941.

   13F-HR 0001575581-26-000001 filed by Segment Wealth Management, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,668 shares

   Change vs previous 13F +120 shares

   0.01% of the 13F portfolio, value $235,905.

   13F-HR 0001575581-25-000003 filed by Segment Wealth Management, LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,548 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $205,048.

   13F-HR 0001085146-25-003996 filed by Segment Wealth Management, LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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