Dakota Community Bank & Trust NA DTE — DTE Energy Co

Ownership history in Dakota Community Bank & Trust NA  ·  15 quarters on record

AI Ownership Summary

Dakota Community Bank & Trust NA reported DTE Energy Co (DTE) in 15 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.27% in 2025 Q1. The latest visible filing shows DTE at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DTE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dakota Community Bank & Trust NA's position in DTE Energy Co, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

DTE was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Dakota Community Bank & Trust NA held DTE — position size vs. price
% of Fund (quarterly)    DTE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 400 — 0% 0.14% $49K 2026-10-09 $126.90
2026 Q2 UNCHANGED — — — 400 — 0% 0.19% $61K 2026-07-15 $145.62
2026 Q1 UNCHANGED — — — 400 — 0% 0.20% $58K 2026-06-10 $143.60
2025 Q4 UNCHANGED — — — 400 — 0% 0.18% $52K 2026-01-26 $132.20
2025 Q3 UNCHANGED — — — 400 — 0% 0.22% $57K 2025-10-09 $135.41
2025 Q1 UNCHANGED — — — 400 — 0% 0.27% $55K 2025-04-09 $124.15
2024 Q4 UNCHANGED — — — 400 — 0% 0.23% $48K 2025-01-15 $113.81
2024 Q3 UNCHANGED — — — 400 — 0% 0.26% $51K 2024-10-08 $117.34
2024 Q2 UNCHANGED — — — 400 — 0% 0.24% $44K 2024-07-16 $106.39
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Dakota Community Bank & Trust NA and DTE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dakota Community Bank & Trust NA reported owning DTE?

Dakota Community Bank & Trust NA reported DTE across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported DTE position in Dakota Community Bank & Trust NA's portfolio?

The largest reported portfolio weight for DTE was 0.27% in 2025 Q1.

What is the latest reported DTE position on this page?

The most recent filing on this page is 2026 Q3, when Dakota Community Bank & Trust NA reported 400 shares, equal to 0.14% of portfolio, with an estimated market value of $49K.

What does the chart on this DTE ownership page compare?

The chart compares Dakota Community Bank & Trust NA's quarterly DTE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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