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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

DTE holding history

Dte Energy Co in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DTE overviewAll 13F holders of DTEFull Q2 2026 holdings

Shares (Q2 2026)
28,315
Value
$4.31M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DTE by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,315$4.31M<0.1%+8,664+44.1%AddedHolders
Q1 202619,651$2.87M<0.1%+12,638+180.2%AddedHolders
Q4 20257,013$904.9K<0.1%+574+8.9%AddedHolders
Q3 20256,439$910.9K<0.1%−1,089−14.5%ReducedHolders
Q2 20257,528$997.2K<0.1%−364−4.6%ReducedHolders
Q1 20257,892$1.09M<0.1%−94−1.2%ReducedHolders
Q4 20247,986$964.3K<0.1%+1,255+18.6%AddedHolders
Q3 20246,731$864.3K<0.1%−1,200−15.1%ReducedHolders
Q2 20247,931$880.5K<0.1%−481−5.7%ReducedHolders
Q1 20248,412$943.4K<0.1%+1,111+15.2%AddedHolders
Q4 20237,301$805.0K<0.1%−477−6.1%ReducedHolders
Q3 20237,778$772.2K<0.1%+3,418+78.4%AddedHolders
Q2 20234,360$479.7K<0.1%−3,260−42.8%ReducedHolders
Q1 20237,620$834.7K<0.1%+1,711+29.0%AddedHolders
Q4 20225,909$694.4K<0.1%+450+8.2%AddedHolders
Q3 20225,459$628.0K<0.1%−39−0.7%ReducedHolders
Q2 20225,498$697.0K<0.1%−2,344−29.9%ReducedHolders
Q1 20227,842$1.04M<0.1%+2,881+58.1%AddedHolders
Q4 20214,961$593.0K<0.1%−10.0%ReducedHolders
Q3 20214,962$554.0K<0.1%−1,892−27.6%ReducedHolders
Q2 20216,854$888.0K<0.1%+636+10.2%AddedHolders
Q1 20216,218$828.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.