Adirondack Trust Company’s DTE Energy DTE Stock Holding History

Adirondack Trust Company’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$183K	Hold	1,200	–	–	0.05%	158
2026 Q1	$175K	Hold	1,200	–	–	0.06%	158
2025 Q4	$155K	Hold	1,200	–	–	0.05%	162
2025 Q3	$170K	Hold	1,200	–	–	0.06%	163
2025 Q2	$159K	Buy	1,200 +346	+41%	+$46.5K	0.06%	157
2025 Q1	$118K	Sell	854 -141	-14%	-$18K	0.05%	177
2024 Q4	$120K	Hold	995	–	–	0.05%	173
2024 Q3	$128K	Sell	995 -15	-1%	-$1.81K	0.05%	171
2024 Q2	$112K	Hold	1,010	–	–	0.05%	174
2024 Q1	$113K	Hold	1,010	–	–	0.05%	174
2023 Q4	$109K	Sell	1,010 -315	-24%	-$32.3K	0.05%	173
2023 Q3	$132K	Hold	1,325	–	–	0.07%	146
2023 Q2	$151K	Buy	1,325 +53	+4%	+$5.91K	0.07%	148
2023 Q1	$139K	Buy	1,272 +71	+6%	+$7.95K	0.07%	146
2022 Q4	$141K	Buy	1,201 +6	+0.5%	+$680	0.07%	148
2022 Q3	$138K	Hold	1,195	–	–	0.08%	142
2022 Q2	$151K	Buy	1,195 +35	+3%	+$4.57K	0.08%	137
2022 Q1	$153K	Buy	1,160 +845	+268%	+$103K	0.07%	137
2021 Q4	$38K	Hold	315	–	–	0.02%	199
2021 Q3	$36K	Sell	315 -55	-15%	-$6.45K	0.02%	206
2021 Q2	$41K	Hold	370	–	–	0.02%	199
2021 Q1	$42K	Sell	370 -118	-24%	-$12.4K	0.02%	193
2020 Q4	$49K	Hold	488	–	–	0.03%	175
2020 Q3	$48K	Hold	488	–	–	0.03%	159
2020 Q2	$48K	Hold	488	–	–	0.03%	160
2020 Q1	$39K	Buy	488 +53	+12%	+$5.38K	0.03%	160
2019 Q4	$49K	Buy	435 +106	+32%	+$11.4K	0.03%	170
2019 Q3	$37K	Hold	329	–	–	0.03%	177
2019 Q2	$36K	Hold	329	–	–	0.03%	185
2019 Q1	$35K	Hold	329	–	–	0.02%	179
2018 Q4	$31K	Hold	329	–	–	0.02%	176
2018 Q3	$31K	Hold	329	–	–	0.02%	183
2018 Q2	$29K	Hold	329	–	–	0.02%	180
2018 Q1	$30K	Hold	329	–	–	0.02%	181
2017 Q4	$31K	Hold	329	–	–	0.02%	176
2017 Q3	$30K	Hold	329	–	–	0.02%	172
2017 Q2	$30K	Buy	329 +18	+6%	+$1.63K	0.02%	178
2017 Q1	$27K	Hold	311	–	–	0.02%	195
2016 Q4	$26K	Hold	311	–	–	0.02%	193
2016 Q3	$25K	Hold	311	–	–	0.02%	190
2016 Q2	$26K	Hold	311	–	–	0.02%	215
2016 Q1	$24K	Hold	311	–	–	0.02%	198
2015 Q4	$23K	Hold	311	–	–	0.02%	196
2015 Q3	$21K	Hold	311	–	–	0.02%	199
2015 Q2	$20K	Hold	311	–	–	0.01%	210
2015 Q1	$21K	Hold	311	–	–	0.02%	210
2014 Q4	$23K	Buy	311 +29	+10%	+$2.01K	0.02%	208
2014 Q3	$18K	Buy	282 +100	+55%	+$6.48K	0.01%	221
2014 Q2	$12K	Buy	+182	New	+$11.8K	0.01%	236

Other funds holding DTE

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Adirondack Trust Company's DTE Position: Q2 2026 in Review

Adirondack Trust Company held its DTE Energy (DTE) position steady in Q2 2026 at 1,200 shares worth $183K. The position accounts for 0.05% of the portfolio, ranked #158.

Adirondack Trust Company first reported a position in DTE in Q2 2014 and has held it in 49 quarters since. 135 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Adirondack Trust Company held 1,200 shares of DTE Energy worth $183K as of Q2 2026.
Adirondack Trust Company left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.05% of Adirondack Trust Company's portfolio in Q2 2026, its #158 holding.
Adirondack Trust Company first reported a position in DTE Energy in Q2 2014 and has held it in 49 quarters since.
135 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.