STONERIDGE INVESTMENT PARTNERS LLC

Position in DTE — Dte Energy Co

CIK 1108831 RADNOR, PA

Position in DTE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$374,830

+$15,129 QoQ

Shares Held

2,460

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#614

of 1,029 holders

Holding Since

Mar 2020

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

STONERIDGE INVESTMENT PARTNERS LLC holds $3,214,021 across 6 Utilities - Regulated Electric names. DTE ranks #5 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	19,589	$913,239
2	NEE	Nextera Energy Inc	6,707	$588,673
3	PPL	PPL Corp	14,824	$538,852
4	PEG	Public Service Enterprise Group Inc	5,421	$439,968
5	DTE	Dte Energy Co This page	2,460	$374,830
6	ES	Eversource Energy	4,960	$358,459

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$374,830	2,460	0.0%	Shares	Sole	2026-08-06
2026-03-31	$359,701	2,460	-47.6%	Shares	Sole	2026-05-06
2025-12-31	$605,948	4,698	-37.9%	Shares	Sole	2026-02-05
2020-06-30	$812,915	7,562	-13.7%	Shares	Sole	2020-08-05
2020-03-31	$832,126	8,762	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.