Number of Shares
3,658.00
Current Holdings Value*
$509,780.00
% of Portfolio
0.24%
Total Estimate Gain
$67,410.34
% of Total Estimate Gain
5.32%

ARBOR TRUST WEALTH ADVISORS, LLC's DTE Energy Co Holding Summary

As of 2025-03-31, ARBOR TRUST WEALTH ADVISORS, LLC held 3,658.00 shares of DTE Energy Co(DTE), totaling $509,780.00. This investment constitutes 0.24% of their stock portfolio, and ARBOR TRUST WEALTH ADVISORS, LLC now holds 0% of the outstanding DTE Energy Co(DTE) stock.

The initial trade took place in 2019Q4. And since then ARBOR TRUST WEALTH ADVISORS, LLC has made 2 purchases of DTE, at an average price of $124.33, for a total of 10,184.00 shares. In addition, there have been 5 sales at an average price of $126.22 for 6,526.00 shares. Based on historical transaction data and DTE's current price of $139.38, ARBOR TRUST WEALTH ADVISORS, LLC's estimated gain on his DTE holdings is $67,410.34, reflecting a 5.32% gain to date.

ARBOR TRUST WEALTH ADVISORS, LLC DTE ($139.38) Holding Chart

ARBOR TRUST WEALTH ADVISORS, LLC DTE ($139.38) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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