Sandy Spring Bank’s DTE Energy DTE Stock Holding History

Sandy Spring Bank’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
2025 Q1	$50.2K	Hold	363	–	–	﹤0.01%	574
2024 Q4	$43.8K	Hold	363	–	–	﹤0.01%	608
2024 Q3	$46.6K	Hold	363	–	–	﹤0.01%	599
2024 Q2	$40.3K	Sell	363 -106	-23%	-$11.8K	﹤0.01%	633
2024 Q1	$52.6K	Hold	469	–	–	﹤0.01%	569
2023 Q4	$51.7K	Hold	469	–	–	﹤0.01%	556
2023 Q3	$46.6K	Sell	469 -8	-2%	-$861	﹤0.01%	554
2023 Q2	$52.5K	Buy	477 +8	+2%	+$892	﹤0.01%	537
2023 Q1	$51.4K	Hold	469	–	–	﹤0.01%	528
2022 Q4	$55.1K	Buy	469 +319	+213%	+$36.2K	﹤0.01%	515
2022 Q3	$17K	Hold	150	–	–	﹤0.01%	702
2022 Q2	$19K	Hold	150	–	–	﹤0.01%	709
2022 Q1	$20K	Hold	150	–	–	﹤0.01%	707
2021 Q4	$18K	Hold	150	–	–	﹤0.01%	790
2021 Q3	$17K	Sell	150 -26	-15%	-$3.05K	﹤0.01%	785
2021 Q2	$19K	Hold	176	–	–	﹤0.01%	792
2021 Q1	$20K	Hold	176	–	–	﹤0.01%	674
2020 Q4	$18K	Hold	176	–	–	﹤0.01%	655
2020 Q3	$17K	Hold	176	–	–	﹤0.01%	611
2020 Q2	$16K	Hold	176	–	–	﹤0.01%	628
2020 Q1	$14K	Hold	176	–	–	﹤0.01%	624
2019 Q4	$19K	Hold	176	–	–	﹤0.01%	622
2019 Q3	$20K	Hold	176	–	–	﹤0.01%	622
2019 Q2	$19K	Hold	176	–	–	﹤0.01%	618
2019 Q1	$19K	Hold	176	–	–	﹤0.01%	587
2018 Q4	$17K	Hold	176	–	–	﹤0.01%	596
2018 Q3	$16K	Hold	176	–	–	﹤0.01%	625
2018 Q2	$16K	Hold	176	–	–	﹤0.01%	612
2018 Q1	$16K	Hold	176	–	–	﹤0.01%	626
2017 Q4	$16K	Hold	176	–	–	﹤0.01%	617
2017 Q3	$16K	Hold	176	–	–	﹤0.01%	601
2017 Q2	$16K	Hold	176	–	–	﹤0.01%	609
2017 Q1	$15K	Hold	176	–	–	﹤0.01%	626
2016 Q4	$15K	Hold	176	–	–	﹤0.01%	601
2016 Q3	$14K	Hold	176	–	–	﹤0.01%	591
2016 Q2	$15K	Hold	176	–	–	﹤0.01%	594
2016 Q1	$14K	Hold	176	–	–	﹤0.01%	610
2015 Q4	$12K	Hold	176	–	–	﹤0.01%	616
2015 Q3	$12K	Hold	176	–	–	﹤0.01%	621
2015 Q2	$11K	Hold	176	–	–	﹤0.01%	676
2015 Q1	$12K	Hold	176	–	–	﹤0.01%	649
2014 Q4	$13K	Sell	176 -353	-67%	-$24.5K	﹤0.01%	586
2014 Q3	$34K	Hold	529	–	–	﹤0.01%	451
2014 Q2	$35K	Hold	529	–	–	﹤0.01%	457
2014 Q1	$33K	Hold	529	–	–	0.01%	423
2013 Q4	$30K	Buy	529 +176	+50%	+$10.1K	﹤0.01%	421
2013 Q3	$20K	Hold	353	–	–	﹤0.01%	465
2013 Q2	$20K	Buy	+353	New	+$20.8K	﹤0.01%	444

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

Sandy Spring Bank's DTE Position: Q1 2025 in Review

Sandy Spring Bank held its DTE Energy (DTE) position steady in Q1 2025 at 363 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Sandy Spring Bank first reported a position in DTE in Q2 2013 and has held it in 48 quarters since. The position peaked at $55.1K in Q4 2022. 922 funds tracked by Wall St. Rank hold DTE as of Q1 2025.

Sandy Spring Bank held 363 shares of DTE Energy worth $50.2K as of Q1 2025.
Sandy Spring Bank left its DTE Energy share count unchanged in Q1 2025.
DTE Energy made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #574 holding.
Sandy Spring Bank first reported a position in DTE Energy in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's DTE Energy position peaked at $55.1K in Q4 2022.
922 funds tracked by Wall St. Rank held DTE Energy as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.