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 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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Arbor Wealth Advisors held its DTE Energy (DTE) position steady in Q2 2026 at 3,808 shares worth $580K. The position accounts for 0.35% of the portfolio, ranked #36.

Arbor Wealth Advisors first reported a position in DTE in Q4 2023 and has held it in 11 quarters since. 150 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

Arbor Wealth Advisors held 3,808 shares of DTE Energy worth $580K as of Q2 2026.
Arbor Wealth Advisors left its DTE Energy share count unchanged in Q2 2026.
DTE Energy made up 0.35% of Arbor Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Arbor Wealth Advisors first reported a position in DTE Energy in Q4 2023 and has held it in 11 quarters since.
150 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.