NEVILLE RODIE & SHAW INC

Position in DTE — Dte Energy Co

CIK 71210 NEW YORK, NY

Position in DTE

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

Position Value

$211,184

+$8,524 QoQ

Shares Held

1,386

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#747

of 1,025 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

NEVILLE RODIE & SHAW INC holds $19,898,571 across 7 Utilities - Regulated Electric names. DTE ranks #7 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	169,575	$14,883,597
2	ES	Eversource Energy	32,626	$2,357,880
3	DUK	Duke Energy CORP	7,915	$1,001,879
4	AEP	American Electric Power Co Inc	6,240	$853,694
5	PEG	Public Service Enterprise Group Inc	4,284	$347,689
6	WEC	Wec Energy Group, Inc.	2,078	$242,648
7	DTE	Dte Energy Co This page	1,386	$211,184

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,184	1,386	0.0%	Shares	Sole	2026-07-06
2026-03-31	$202,660	1,386	-2.9%	Shares	Sole	2026-04-01
2025-09-30	$201,962	1,428	-16.0%	Shares	Sole	2025-10-01
2022-12-31	$199,918	1,701	0.0%	Shares	Sole	2023-01-03
2022-06-30	$215,601	1,701	0.0%	Shares	Sole	2022-07-06
2022-03-31	$224,889	1,701	-0.1%	Shares	Sole	2022-04-05
2021-12-31	$203,457	1,702	-39.2%	Shares	Sole	2022-01-05
2021-06-30	$362,880	2,800	0.0%	Shares	Sole	2021-07-06
2021-03-31	$372,791	2,800	0.0%	Shares	Sole	2021-04-08
2020-12-31	$339,948	2,800	0.0%	Shares	Sole	2021-03-04
2020-09-30	$322,112	2,800	-20.0%	Shares	Sole	2020-10-01
2020-06-30	$376,250	3,500	-6.2%	Shares	Sole	2020-07-15
2020-03-31	$354,427	3,732	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.