Montecito Bank & Trust

Bank

Position in DTE — Dte Energy Co

CIK 1422508 SANTA BARBARA, CA

Position in DTE

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$400,885

+$16,181 QoQ

Shares Held

2,631

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#597

of 1,030 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Utilities · as of Jun 30, 2026

Montecito Bank & Trust holds $4,145,761 across 6 Utilities - Regulated Electric names. DTE ranks #5 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	15,517	$1,361,926
2	SO	Southern Co	11,160	$1,068,122
3	PEG	Public Service Enterprise Group Inc	8,552	$694,080
4	EXC	Exelon Corp	8,645	$403,029
5	DTE	Dte Energy Co This page	2,631	$400,885
6	ED	Consolidated Edison Inc	1,968	$217,719

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,885	2,631	0.0%	Shares	Sole	2026-07-16
2026-03-31	$384,704	2,631	-10.2%	Shares	Sole	2026-04-16
2025-12-31	$378,040	2,931	0.0%	Shares	Sole	2026-01-09
2025-09-30	$414,531	2,931	-11.3%	Shares	Sole	2025-10-07
2025-03-31	$456,844	3,304	+0.8%	Shares	Sole	2025-04-17
2024-12-31	$395,939	3,279	-11.9%	Shares	Sole	2025-01-21
2024-09-30	$477,942	3,722	-1.4%	Shares	Sole	2024-10-31
2024-06-30	$419,173	3,776	+0.7%	Shares	Sole	2024-07-17
2024-03-31	$420,637	3,751	-11.6%	Shares	Sole	2024-04-09
2023-12-31	$467,612	4,241	-2.6%	Shares	Sole	2024-01-05
2023-09-30	$432,364	4,355	+0.5%	Shares	Sole	2023-10-16
2023-06-30	$476,936	4,335	+6.0%	Shares	Sole	2023-07-25
2023-03-31	$447,799	4,088	-3.5%	Shares	Sole	2023-04-25
2022-12-31	$498,092	4,238	+1.7%	Shares	Sole	2023-01-20
2022-09-30	$479,413	4,167	-0.8%	Shares	Sole	2022-10-14
2022-06-30	$532,350	4,200	+1.6%	Shares	Sole	2022-08-01
2022-03-31	$546,556	4,134	-1.2%	Shares	Sole	2022-04-22
2021-12-31	$500,394	4,186	+0.1%	Shares	Sole	2022-01-25
2021-09-30	$467,282	4,183	-8.6%	Shares	Sole	2021-10-28
2021-06-30	$592,920	4,575	+5.5%	Shares	Sole	2021-07-08
2021-03-31	$577,293	4,336	+2.7%	Shares	Sole	2021-04-26
2020-12-31	$512,835	4,224	-2.9%	Shares	Sole	2021-01-28
2020-09-30	$500,424	4,350	-3.1%	Shares	Sole	2020-10-27
2020-06-30	$482,352	4,487	+8.1%	Shares	Sole	2020-07-17
2020-03-31	$394,125	4,150	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.