Citizens National Bank Trust Department
BankPosition in DTE — Dte Energy Co
CIK 1806425
MERIDIAN, MS
Position in DTE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$497,792
+$76,971 QoQ
Shares Held
3,267
+13.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#559
of 1,030 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 85%
Shared 15%
None 0%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Citizens National Bank Trust Department holds $15,817,681 across 10 Utilities - Regulated Electric names. DTE ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
82,100 | $7,205,917 | |
| 2 | AEP |
American Electric Power Co Inc
|
27,024 | $3,697,153 | |
| 3 | SO |
Southern Co
|
37,347 | $3,574,481 | |
| 4 | DTE |
Dte Energy Co
This page
|
3,267 | $497,792 | |
| 5 | DUK |
Duke Energy CORP
|
2,592 | $328,095 | |
| 6 | D |
Dominion Energy, Inc
|
4,798 | $327,655 | |
| 7 | EXC |
Exelon Corp
|
1,650 | $76,923 | |
| 8 | ED |
Consolidated Edison Inc
|
660 | $73,015 |
All Filings in DTE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,792 | 3,267 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $420,821 | 2,878 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $285,819 | 2,216 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||