Arbor Wealth Advisors’s DTE Energy DTE Stock Holding History

Arbor 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 Q3	$464K	Hold	3,808	–	–	0.29%	43
2026 Q2	$580K	Hold	3,808	–	–	0.35%	36
2026 Q1	$557K	Hold	3,808	–	–	0.39%	33
2025 Q4	$491K	Hold	3,808	–	–	0.35%	39
2025 Q3	$539K	Hold	3,808	–	–	0.4%	33
2025 Q2	$504K	Hold	3,808	–	–	0.41%	33
2025 Q1	$527K	Hold	3,808	–	–	0.47%	30
2024 Q4	$460K	Hold	3,808	–	–	0.41%	36
2024 Q3	$489K	Hold	3,808	–	–	0.44%	32
2024 Q2	$423K	Hold	3,808	–	–	0.42%	33
2024 Q1	$427K	Hold	3,808	–	–	0.4%	34
2023 Q4	$420K	Buy	+3,808	New	+$390K	0.43%	35

Other funds holding DTE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Arbor Wealth Advisors's DTE Position: Q3 2026 in Review

Arbor Wealth Advisors held its DTE Energy (DTE) position steady in Q3 2026 at 3,808 shares worth $464K. The position accounts for 0.29% of the portfolio, ranked #43.

Arbor Wealth Advisors first reported a position in DTE in Q4 2023 and has held it in 12 quarters since. The position peaked at $580K in Q2 2026. 829 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

Arbor Wealth Advisors held 3,808 shares of DTE Energy worth $464K as of Q3 2026.
Arbor Wealth Advisors left its DTE Energy share count unchanged in Q3 2026.
DTE Energy made up 0.29% of Arbor Wealth Advisors's portfolio in Q3 2026, its #43 holding.
Arbor Wealth Advisors first reported a position in DTE Energy in Q4 2023 and has held it in 12 quarters since.
Arbor Wealth Advisors's DTE Energy position peaked at $580K in Q2 2026.
829 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.