Charter Oak Capital Management, LLC

Position in DTE — Dte Energy Co

CIK 1810720 PORTSMOUTH, NH

Position in DTE

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$203,099

+$164,187 QoQ

Shares Held

1,389

+352.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

8 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Utilities · as of Mar 31, 2026

Charter Oak Capital Management, LLC holds $2,038,290 across 5 Utilities - Regulated Electric names. DTE ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	12,404	$1,152,083
2	DUK	Duke Energy CORP	1,841	$241,060
3	ES	Eversource Energy	3,477	$240,886
4	DTE	Dte Energy Co This page	1,389	$203,099
5	D	Dominion Energy, Inc	3,254	$201,162

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$203,099	1,389	+352.4%	Shares	Sole	2026-04-24
2022-06-30	$38,912	307	0.0%	Shares	Sole	2022-07-21
2022-03-31	$40,588	307	0.0%	Shares	Sole	2022-05-05
2021-12-31	$36,698	307	0.0%	Shares	Sole	2022-02-09
2021-09-30	$34,294	307	0.0%	Shares	Sole	2021-11-08
2021-06-30	$39,787	307	0.0%	Shares	Sole	2021-07-29
2021-03-31	$40,873	307	0.0%	Shares	Sole	2021-05-17
2020-12-31	$37,272	307	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.