Arrow Financial’s DTE Energy DTE Stock Holding History

Arrow Financial’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
2024 Q4	–	Sell	-320	Closed	-$41.1K	–	207
2024 Q3	$41.1K	Hold	320	–	–	﹤0.01%	230
2024 Q2	$35.5K	Hold	320	–	–	﹤0.01%	227
2024 Q1	$35.9K	Hold	320	–	–	﹤0.01%	225
2023 Q4	$35.3K	Buy	320 +35	+12%	+$3.59K	﹤0.01%	228
2023 Q3	$28.3K	Hold	285	–	–	﹤0.01%	235
2023 Q2	$31.4K	Hold	285	–	–	﹤0.01%	227
2023 Q1	$31.2K	Hold	285	–	–	﹤0.01%	231
2022 Q4	$33K	Hold	285	–	–	﹤0.01%	235
2022 Q3	$33K	Hold	285	–	–	﹤0.01%	228
2022 Q2	$36K	Hold	285	–	–	﹤0.01%	224
2022 Q1	$38K	Hold	285	–	–	﹤0.01%	232
2021 Q4	$34K	Hold	285	–	–	﹤0.01%	231
2021 Q3	$32K	Sell	285 -50	-15%	-$5.87K	﹤0.01%	237
2021 Q2	$37K	Hold	335	–	–	﹤0.01%	236
2021 Q1	$38K	Hold	335	–	–	0.01%	227
2020 Q4	$35K	Hold	335	–	–	0.01%	220
2020 Q3	$33K	Hold	335	–	–	0.01%	215
2020 Q2	$31K	Hold	335	–	–	0.01%	227
2020 Q1	$27K	Sell	335 -153	-31%	-$15.5K	0.01%	233
2019 Q4	$54K	Hold	488	–	–	0.01%	215
2019 Q3	$55K	Hold	488	–	–	0.01%	209
2019 Q2	$53K	Hold	488	–	–	0.01%	221
2019 Q1	$52K	Hold	488	–	–	0.01%	218
2018 Q4	$46K	Hold	488	–	–	0.01%	212
2018 Q3	$45K	Hold	488	–	–	0.01%	228
2018 Q2	$43K	Hold	488	–	–	0.01%	215
2018 Q1	$43K	Hold	488	–	–	0.01%	220
2017 Q4	$45K	Hold	488	–	–	0.01%	217
2017 Q3	$45K	Hold	488	–	–	0.01%	216
2017 Q2	$44K	Hold	488	–	–	0.01%	223
2017 Q1	$42K	Hold	488	–	–	0.01%	221
2016 Q4	$41K	Buy	488 +47	+11%	+$3.78K	0.01%	219
2016 Q3	$35K	Hold	441	–	–	0.01%	223
2016 Q2	$37K	Hold	441	–	–	0.01%	226
2016 Q1	$34K	Sell	441 -45	-9%	-$3.25K	0.01%	233
2015 Q4	$33K	Sell	486 -188	-28%	-$12.9K	0.01%	230
2015 Q3	$46K	Sell	674 -89	-12%	-$5.95K	0.01%	205
2015 Q2	$48K	Sell	763 -311	-29%	-$20.8K	0.01%	207
2015 Q1	$74K	Sell	1,074 -717	-40%	-$51.5K	0.02%	187
2014 Q4	$132K	Sell	1,791 -857	-32%	-$59.5K	0.04%	169
2014 Q3	$172K	Sell	2,648 -1,581	-37%	-$102K	0.05%	182
2014 Q2	$280K	Sell	4,229 -511	-11%	-$33.2K	0.08%	164
2014 Q1	$300K	Sell	4,740 -4,001	-46%	-$236K	0.09%	158
2013 Q4	$493K	Sell	8,741 -8,483	-49%	-$486K	0.14%	129
2013 Q3	$966K	Sell	17,224 -5,523	-24%	-$320K	0.3%	98
2013 Q2	$1.3M	Buy	+22,747	New	+$1.34M	0.42%	85

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrow Financial's DTE Position: Q4 2024 in Review

Arrow Financial sold out of DTE Energy (DTE) in Q4 2024, closing a stake of 320 shares — an estimated $41.1K sold.

Arrow Financial first reported a position in DTE in Q2 2013 and held it in 46 quarters. The position peaked at $1.3M in Q2 2013. 876 funds tracked by Wall St. Rank hold DTE as of Q4 2024.

Arrow Financial reported no remaining DTE Energy position as of Q4 2024 after selling out during the quarter.
Arrow Financial sold 320 DTE Energy shares in Q4 2024, an estimated $41.1K.
Arrow Financial first reported a position in DTE Energy in Q2 2013 and held it in 46 quarters.
Arrow Financial's DTE Energy position peaked at $1.3M in Q2 2013.
876 funds tracked by Wall St. Rank held DTE Energy as of Q4 2024.

Based on Arrow Financial's 13F filing for Q4 2024, filed 14 Feb 2025.