Impact Capital Partners LLC

Position in DTE — Dte Energy Co

CIK 2054916 GREENWOOD VILLAGE, CO

Position in DTE

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,232,520

+$51,209 QoQ

Shares Held

8,089

+0.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#383

of 1,030 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Impact Capital Partners LLC holds $4,231,065 across 5 Utilities - Regulated Electric names. DTE ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	14,505	$1,273,103
2	DTE	Dte Energy Co This page	8,089	$1,232,520
3	AEP	American Electric Power Co Inc	8,409	$1,150,435
4	LNT	Alliant Energy Corp	3,990	$304,397
5	ETR	Entergy Corp /De/	2,356	$270,610

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,232,520	8,089	+0.1%	Shares	Defined	2026-07-14
2026-03-31	$1,181,311	8,079	-0.1%	Shares	Defined	2026-04-10
2025-12-31	$1,042,932	8,086	+0.1%	Shares	Defined	2026-01-07
2025-09-30	$1,142,471	8,078	+0.0%	Shares	Defined	2025-10-28
2025-06-30	$1,069,879	8,077	-0.3%	Shares	Defined	2025-07-18
2025-03-31	$1,119,848	8,099	+0.3%	Shares	Defined	2025-04-11
2024-12-31	$975,056	8,075	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.