Arbor Trust Wealth Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $996K | Hold |
6,759
| – | – | 0.44% | 49 |
|
|
2025
Q4 | $880K | Buy |
6,759
+5,147
| +319% | +$699K | 0.38% | 47 |
|
|
2025
Q3 | $230K | Hold |
1,612
| – | – | 0.1% | 78 |
|
|
2025
Q2 | $215K | Sell |
1,612
-2,046
| -56% | -$275K | 0.11% | 81 |
|
|
2025
Q1 | $510K | Sell |
3,658
-5,576
| -60% | -$712K | 0.24% | 61 |
|
|
2024
Q4 | $1.12M | Buy |
9,234
+6,952
| +305% | +$858K | 0.53% | 47 |
|
|
2024
Q3 | $256K | Hold |
2,282
| – | – | 0.13% | 85 |
|
|
2024
Q2 | $256K | Buy |
2,282
+4
| +0.2% | +$447 | 0.13% | 85 |
|
|
2024
Q1 | $245K | Hold |
2,278
| – | – | 0.13% | 86 |
|
|
2023
Q4 | $253K | Hold |
2,278
| – | – | 0.15% | 83 |
|
|
2023
Q3 | $228K | Hold |
2,278
| – | – | 0.15% | 83 |
|
|
2023
Q2 | $253K | Hold |
2,278
| – | – | 0.16% | 81 |
|
|
2023
Q1 | $252K | Hold |
2,278
| – | – | 0.17% | 82 |
|
|
2022
Q4 | $270K | Hold |
2,278
| – | – | 0.19% | 81 |
|
|
2022
Q3 | $264K | Hold |
2,278
| – | – | 0.2% | 79 |
|
|
2022
Q2 | $291K | Hold |
2,278
| – | – | 0.2% | 81 |
|
|
2022
Q1 | $303K | Hold |
2,278
| – | – | 0.18% | 83 |
|
|
2021
Q4 | $274K | Sell |
2,278
-20
| -0.9% | -$2.29K | 0.16% | 84 |
|
|
2021
Q3 | $259K | Sell |
2,298
-402
| -15% | -$47.2K | 0.16% | 85 |
|
|
2021
Q2 | $300K | Hold |
2,700
| – | – | 0.19% | 78 |
|
|
2021
Q1 | $309K | Sell |
2,700
-30
| -1% | -$3.15K | 0.21% | 75 |
|
|
2020
Q4 | $285K | Hold |
2,730
| – | – | 0.21% | 72 |
|
|
2020
Q3 | $270K | Hold |
2,730
| – | – | 0.23% | 66 |
|
|
2020
Q2 | $252K | Sell |
2,730
-117
| -4% | -$10.4K | 0.23% | 72 |
|
|
2020
Q1 | $233K | Sell |
2,847
-946
| -25% | -$96K | 0.25% | 74 |
|
|
2019
Q4 | $422K | Buy |
+3,793
| New | +$409K | 0.36% | 58 |
|
Other funds holding DTE
VCM
VPM
