Jacobi Capital Management LLC: DTE position timeline

Jacobi Capital Management LLC held 5,295 DTE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,295 shares

   Change vs previous 13F +121 shares

   0.04% of the 13F portfolio, value $806,872.

   13F-HR 0001689646-26-000007 filed by Jacobi Capital Management LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 5,174 shares

   Change vs previous 13F +266 shares

   0.04% of the 13F portfolio, value $756,558.

   13F-HR 0001689646-26-000004 filed by Jacobi Capital Management LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 4,908 shares

   Change vs previous 13F +106 shares

   0.04% of the 13F portfolio, value $633,025.

   13F-HR 0001689646-26-000002 filed by Jacobi Capital Management LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 4,802 shares

   Change vs previous 13F +225 shares

   0.04% of the 13F portfolio, value $679,100.

   13F-HR 0001689646-25-000009 filed by Jacobi Capital Management LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,577 shares

   Change vs previous 13F +131 shares

   0.04% of the 13F portfolio, value $606,251.

   13F-HR 0001689646-25-000007 filed by Jacobi Capital Management LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 4,446 shares

   Change vs previous 13F +216 shares

   0.05% of the 13F portfolio, value $614,813.

   13F-HR 0001689646-25-000006 filed by Jacobi Capital Management LLC
   Filed 2025-05-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 4,230 shares

   Change vs previous 13F +28 shares

   0.04% of the 13F portfolio, value $510,828.

   13F-HR 0001689646-25-000001 filed by Jacobi Capital Management LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 4,202 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $539,615.

   13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).