RICHARDSON FINANCIAL SERVICES INC.

Position in DTE — Dte Energy Co

CIK 2012303 MEDWAY, MA

Position in DTE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$193,509

+$7,810 QoQ

Shares Held

1,270

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#769

of 1,025 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

RICHARDSON FINANCIAL SERVICES INC. holds $3,193,983 across 20 Utilities - Regulated Electric names. DTE ranks #6 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	5,760	$505,554
2	DUK	Duke Energy CORP	2,844	$359,992
3	AEP	American Electric Power Co Inc	2,078	$284,291
4	D	Dominion Energy, Inc	3,640	$248,575
5	ES	Eversource Energy	2,682	$193,828
6	DTE	Dte Energy Co This page	1,270	$193,509
7	WEC	Wec Energy Group, Inc.	1,636	$191,035
8	FE	Firstenergy Corp	3,973	$188,876

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$193,509	1,270	0.0%	Shares	Sole	2026-08-10
2026-03-31	$185,699	1,270	-3.4%	Shares	Sole	2026-05-04
2025-12-31	$169,608	1,315	-3.0%	Shares	Sole	2026-01-22
2025-09-30	$191,637	1,355	-4.9%	Shares	Sole	2025-10-28
2025-06-30	$188,755	1,425	-1.4%	Shares	Sole	2025-07-25
2025-03-31	$199,800	1,445	0.0%	Shares	Sole	2025-05-06
2024-12-31	$174,483	1,445	-11.6%	Shares	Sole	2025-01-24
2024-09-30	$209,950	1,635	0.0%	Shares	Sole	2024-10-24
2024-06-30	$181,501	1,635	-8.1%	Shares	Sole	2024-08-12
2024-03-31	$199,608	1,780	+10.2%	Shares	Sole	2024-05-03
2023-12-31	$178,069	1,615	—	Shares	Sole	2024-03-04
No filing history on record for this holder in this stock.