Evergreen Capital Management’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$299K	Sell	2,239 -13	-0.6%	-$1.74K	0.01%	802
2025 Q1	$314K	Buy	2,252 +177	+9%	+$24.7K	0.01%	724
2024 Q4	$253K	Buy	2,075 +20	+1%	+$2.44K	0.01%	832
2024 Q3	$266K	Buy	2,055 +150	+8%	+$19.4K	0.01%	775
2024 Q2	$213K	Buy	+1,905	New	+$213K	0.01%	827