Convergence Investment Partners, LLC
Position in DTE — Dte Energy Co
CIK 1456133
PALM BEACH GARDENS, FL
Position in DTE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,134,699
-$2,007,568 QoQ
Shares Held
7,447
-65.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#397
of 1,030 holders
Holding Since
Mar 2022
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Convergence Investment Partners, LLC holds $19,626,992 across 7 Utilities - Regulated Electric names. DTE ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
79,707 | $5,934,186 | |
| 2 | ES |
Eversource Energy
|
47,062 | $3,401,170 | |
| 3 | FE |
Firstenergy Corp
|
70,549 | $3,353,899 | |
| 4 | ED |
Consolidated Edison Inc
|
19,877 | $2,198,992 | |
| 5 | EXC |
Exelon Corp
|
46,441 | $2,165,079 | |
| 6 | AEP |
American Electric Power Co Inc
|
10,518 | $1,438,967 | |
| 7 | DTE |
Dte Energy Co
This page
|
7,447 | $1,134,699 |
All Filings in DTE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,134,699 | 7,447 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,142,267 | 21,490 | Shares | Sole | 2026-05-07 | |
| 2022-06-30 | $177,957 | 1,404 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $201,488 | 1,524 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||