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Citizens National Bank Trust Department’s DTE Energy DTE Stock Holding History

Citizens National Bank Trust Department’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 		$498K Buy
3,267
+389
+14% +$56.8K 0.07% 150
2026
Q1 		$421K Buy
2,878
+662
+30% +$93.1K 0.07% 151
2025
Q4 		$286K Buy
+2,216
New +$301K 0.05% 166

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citizens National Bank Trust Department's DTE Position: Q2 2026 in Review

Citizens National Bank Trust Department increased its DTE Energy (DTE) stake by 14% in Q2 2026, buying an estimated $56.8K and bringing the position to 3,267 shares worth $498K. The position accounts for 0.07% of the portfolio, ranked #150.

Citizens National Bank Trust Department first reported a position in DTE in Q4 2025 and has held it in 3 quarters since. 570 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Citizens National Bank Trust Department held 3,267 shares of DTE Energy worth $498K as of Q2 2026.
  • Citizens National Bank Trust Department bought 389 DTE Energy shares in Q2 2026, an estimated $56.8K.
  • DTE Energy made up 0.07% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #150 holding.
  • Citizens National Bank Trust Department first reported a position in DTE Energy in Q4 2025 and has held it in 3 quarters since.
  • 570 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.