DTE Energy Company
MX ˙ BMV ˙ US2333311072
SecurityMX:DTE1 / DTE Energy Company
InstitutionAdirondack Trust Co
Latest Disclosed Ownership1,200 shares
Latest Disclosed Value $ 175,461
Adirondack Trust Co ownership in DTE1 / DTE Energy Company

On April 3, 2026 - Adirondack Trust Co filed a 13F-HR form disclosing ownership of 1,200 shares of DTE Energy Company (MX:DTE1) valued at $175,461 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 1,200 shares of DTE Energy Company. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-03 2026-03-31 13F DTE ENERGY UTILITIES 233331107 1,200 0 0.00 175 13.64 0.0346
2026-01-08 2025-12-31 13F DTE ENERGY UTILITIES 233331107 1,200 0 0.00 155 -8.88 0.0509
2025-10-20 2025-09-30 13F DTE ENERGY UTILITIES 233331107 1,200 0 0.00 170 6.96 0.0569
2025-07-11 2025-06-30 13F DTE ENERGY UTILITIES 233331107 1,200 346 40.52 159 33.90 0.0577
2025-04-03 2025-03-31 13F DTE ENERGY UTILITIES 233331107 854 -141 -14.17 118 -1.67 0.0461
2025-01-17 2024-12-31 13F DTE ENERGY UTILITIES 233331107 995 0 0.00 120 -5.51 0.0459
2024-10-08 2024-09-30 13F DTE ENERGY UTILITIES 233331107 995 -15 -1.49 128 13.39 0.0492
2024-07-09 2024-06-30 13F DTE ENERGY UTILITIES 233331107 1,010 0 0.00 112 -0.88 0.0458
2024-04-09 2024-03-31 13F DTE ENERGY UTILITIES 233331107 1,010 0 0.00 113 3.67 0.0474
2024-03-29 2023-12-31 13F DTE ENERGY UTILITIES 233331107 1,010 -315 -23.77 109 -16.79 0.0473
2023-10-31 2023-09-30 13F DTE ENERGY UTILITIES 233331107 1,325 0 0.00 132 -13.25 0.0656
2023-08-09 2023-06-30 13F DTE ENERGY UTILITIES 233331107 1,325 53 4.17 151 8.63 0.0708
2023-04-28 2023-03-31 13F DTE ENERGY UTILITIES 233331107 1,272 71 5.91 139 -1.42 0.0706
2023-01-13 2022-12-31 13F DTE ENERGY UTILITIES 233331107 1,201 6 0.50 141 2.17 0.0730
2022-10-13 2022-09-30 13F DTE ENERGY UTILITIES 233331107 1,195 0 0.00 138 -8.61 0.0771
2022-07-06 2022-06-30 13F DTE ENERGY UTILITIES 233331107 1,195 35 3.02 151 -1.31 0.0810
2022-04-05 2022-03-31 13F DTE ENERGY UTILITIES 233331107 1,160 845 268.25 153 302.63 0.0724
2022-01-13 2021-12-31 13F DTE ENERGY UTILITIES 233331107 315 0 0.00 38 5.56 0.0181
2021-11-16 2021-09-30 13F DTE ENERGY UTILITIES 233331107 315 0 0.00 36 -12.20 0.0171
2021-07-15 2021-06-30 13F DTE ENERGY UTILITIES 233331107 315 0 0.00 41 -2.38 0.0207
2021-04-16 2021-03-31 13F DTE ENERGY UTILITIES 233331107 315 -100 -24.10 42 -14.29 0.0224
2021-02-12 2020-12-31 13F DTE ENERGY UTILITIES 233331107 415 0 0.00 49 2.08 0.0295
2020-10-05 2020-09-30 13F DTE ENERGY UTILITIES 233331107 415 0 0.00 48 0.00 0.0315
2020-08-19 2020-06-30 13F DTE ENERGY UTILITIES 233331107 415 0 0.00 48 23.08 0.0318
2020-04-23 2020-03-31 13F DTE ENERGY UTILITIES 233331107 415 45 12.16 39 -20.41 0.0318
2020-02-11 2019-12-31 13F DTE ENERGY UTILITIES 233331107 370 90 32.14 49 32.43 0.0321
2019-10-09 2019-09-30 13F DTE ENERGY UTILITIES 233331107 280 0 0.00 37 2.78 0.0260
2019-07-15 2019-06-30 13F DTE ENERGY UTILITIES 233331107 280 0 0.00 36 2.86 0.0251
2019-05-13 2019-03-31 13F DTE ENERGY UTILITIES 233331107 280 0 0.00 35 12.90 0.0240
2019-01-18 2018-12-31 13F DTE ENERGY UTILITIES 233331107 280 0 0.00 31 0.00 0.0240
2018-10-22 2018-09-30 13F DTE ENERGY UTILITIES 233331107 280 0 0.00 31 6.90 0.0209
2018-07-26 2018-06-30 13F DTE ENERGY UTILITIES 233331107 280 0 0.00 29 -3.33 0.0205
2018-05-03 2018-03-31 13F DTE ENERGY UTILITIES 233331107 280 0 0.00 30 -3.23 0.0214
2018-01-10 2017-12-31 13F DTE ENERGY UTILITIES 233331107 280 0 0.00 31 3.33 0.0225
2017-10-12 2017-09-30 13F DTE ENERGY UTILITIES 233331107 280 0 0.00 30 0.00 0.0236
2017-08-02 2017-06-30 13F DTE ENERGY UTILITIES 233331107 280 15 5.66 30 11.11 0.0242
2017-04-12 2017-03-31 13F DTE ENERGY UTILITIES 233331107 265 0 0.00 27 3.85 0.0189
2017-01-17 2016-12-31 13F DTE ENERGY UTILITIES 233331107 265 0 0.00 26 4.00 0.0181
2016-10-21 2016-09-30 13F DTE ENERGY UTILITIES 233331107 265 0 0.00 25 -3.85 0.0180
2016-07-13 2016-06-30 13F DTE ENERGY UTILITIES 233331107 265 0 0.00 26 8.33 0.0185
2016-04-12 2016-03-31 13F DTE ENERGY UTILITIES 233331107 265 0 0.00 24 4.35 0.0178
2016-02-08 2015-12-31 13F DTE ENERGY UTILITIES 233331107 265 0 0.00 23 9.52 0.0182
2015-10-19 2015-09-30 13F DTE ENERGY UTILITIES 233331107 265 0 0.00 21 5.00 0.0169
2015-07-30 2015-06-30 13F DTE ENERGY UTILITIES 233331107 265 0 0.00 20 -4.76 0.0149
2015-04-07 2015-03-31 13F DTE ENERGY UTILITIES 233331107 265 265 0.00 21 0.0157
2015-01-27 2014-12-31 13F DTE ENERGY UTILITIES 233331107 0 -240 -100.00 0 -100.00
2014-10-28 2014-09-30 13F DTE ENERGY UTILITIES 233331107 240 85 54.84 18 50.00 0.0137
2014-07-23 2014-06-30 13F DTE ENERGY UTILITIES 233331107 155 155 12 0.0092
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.