Position in DTE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$578,244
+$23,340 QoQ
Shares Held
3,795
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#526
of 1,030 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legacy Private Trust Co. holds $6,422,710 across 7 Utilities - Regulated Electric names. DTE ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
21,892 | $1,776,754 | |
| 2 | NEE |
Nextera Energy Inc
|
19,109 | $1,677,196 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
10,684 | $1,247,570 | |
| 4 | DTE |
Dte Energy Co
This page
|
3,795 | $578,244 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,436 | $470,079 | |
| 6 | LNT |
Alliant Energy Corp
|
5,460 | $416,543 | |
| 7 | DUK |
Duke Energy CORP
|
2,025 | $256,324 |
All Filings in DTE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,244 | 3,795 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $554,904 | 3,795 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $638,451 | 4,950 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $700,078 | 4,950 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $700,051 | 5,285 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $731,171 | 5,288 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $638,526 | 5,288 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $679,032 | 5,288 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $587,020 | 5,288 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $592,996 | 5,288 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $583,054 | 5,288 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $524,992 | 5,288 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $581,785 | 5,288 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $579,247 | 5,288 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $625,024 | 5,318 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $611,835 | 5,318 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $674,056 | 5,318 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $703,092 | 5,318 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $667,391 | 5,583 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $623,676 | 5,583 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $750,772 | 5,793 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $786,857 | 5,910 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $717,533 | 5,910 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $689,089 | 5,990 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $655,750 | 6,100 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $862,041 | 9,077 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||