Arbor Trust Wealth Advisors’s DTE Energy DTE Stock Holding History

Arbor Trust Wealth Advisors’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Hold	6,759	–	–	0.42%	45
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arbor Trust Wealth Advisors's DTE Position: Q2 2026 in Review

Arbor Trust Wealth Advisors held its DTE Energy (DTE) position steady in Q2 2026 at 6,759 shares worth $1.03M. The position accounts for 0.42% of the portfolio, ranked #45.

Arbor Trust Wealth Advisors first reported a position in DTE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.12M in Q4 2024. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Arbor Trust Wealth Advisors held 6,759 shares of DTE Energy worth $1.03M as of Q2 2026.
Arbor Trust Wealth Advisors left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.42% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Arbor Trust Wealth Advisors first reported a position in DTE Energy in Q4 2019 and has held it in 27 quarters since.
Arbor Trust Wealth Advisors's DTE Energy position peaked at $1.12M in Q4 2024.
1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.