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Livermore
Livermore
ZHEN

Montecito Bank & Trust

SEC CIK
0001422508
Latest filing
Oct 1, 2026

DTE holding history

Dte Energy Co in every 13F filed by Montecito Bank & Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DTE overviewAll 13F holders of DTEFull Q3 2026 holdings

Shares (Q3 2026)
2,618
Value
$318.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DTE by Montecito Bank & Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20262,618$318.9K<0.1%−13−0.5%ReducedHolders
Q2 20262,631$400.9K0.1%00.0%UnchangedHolders
Q1 20262,631$384.7K0.1%−300−10.2%ReducedHolders
Q4 20252,931$378.0K0.1%00.0%UnchangedHolders
Q3 20252,931$414.5K0.1%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20253,304$456.8K0.1%+25+0.8%AddedHolders
Q4 20243,279$395.9K0.1%−443−11.9%ReducedHolders
Q3 20243,722$477.9K0.1%−54−1.4%ReducedHolders
Q2 20243,776$419.2K0.1%+25+0.7%AddedHolders
Q1 20243,751$420.6K0.1%−490−11.6%ReducedHolders
Q4 20234,241$467.6K0.1%−114−2.6%ReducedHolders
Q3 20234,355$432.4K0.1%+20+0.5%AddedHolders
Q2 20234,335$476.9K0.1%+247+6.0%AddedHolders
Q1 20234,088$447.8K0.1%−150−3.5%ReducedHolders
Q4 20224,238$498.0K0.1%+71+1.7%AddedHolders
Q3 20224,167$479.0K0.1%−33−0.8%ReducedHolders
Q2 20224,200$532.0K0.1%+66+1.6%AddedHolders
Q1 20224,134$547.0K0.1%−52−1.2%ReducedHolders
Q4 20214,186$501.0K0.1%+3+0.1%AddedHolders
Q3 20214,183$468.0K0.1%−392−8.6%ReducedHolders
Q2 20214,575$593.0K0.1%+239+5.5%AddedHolders
Q1 20214,336$577.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.