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Arvest Investments’s DTE Energy DTE Stock Holding History

Arvest Investments’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 		$1.4M Sell
9,215
-220
-2% -$32.1K 0.17% 83
2026
Q1 		$1.38M Sell
9,435
-177
-2% -$24.9K 0.19% 79
2025
Q4 		$1.24M Sell
9,612
-839
-8% -$114K 0.17% 87
2025
Q3 		$1.48M Sell
10,451
-120
-1% -$16.4K 0.21% 85
2025
Q2 		$1.4M Sell
10,571
-3,592
-25% -$483K 0.21% 93
2025
Q1 		$1.96M Sell
14,163
-3,189
-18% -$407K 0.31% 66
2024
Q4 		$2.1M Sell
17,352
-1,224
-7% -$151K 0.34% 60
2024
Q3 		$2.39M Sell
18,576
-1,546
-8% -$186K 0.36% 56
2024
Q2 		$2.23M Sell
20,122
-644
-3% -$72K 0.36% 57
2024
Q1 		$2.33M Sell
20,766
-2,643
-11% -$285K 0.37% 56
2023
Q4 		$2.58M Buy
+23,409
New +$2.4M 0.42% 50

Other funds holding DTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arvest Investments's DTE Position: Q2 2026 in Review

Arvest Investments reduced its DTE Energy (DTE) stake by 2.3% in Q2 2026, selling an estimated $32.1K and leaving 9,215 shares worth $1.4M. The position accounts for 0.17% of the portfolio, ranked #83.

Arvest Investments first reported a position in DTE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.58M in Q4 2023. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Arvest Investments held 9,215 shares of DTE Energy worth $1.4M as of Q2 2026.
  • Arvest Investments sold 220 DTE Energy shares in Q2 2026, an estimated $32.1K.
  • DTE Energy made up 0.17% of Arvest Investments's portfolio in Q2 2026, its #83 holding.
  • Arvest Investments first reported a position in DTE Energy in Q4 2023 and has held it in 11 quarters since.
  • Arvest Investments's DTE Energy position peaked at $2.58M in Q4 2023.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.