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Evergreen Capital Management’s DTE Energy DTE Stock Holding History

Evergreen Capital Management’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
Q1 		$397K Buy
2,701
+409
+18% +$57.5K 0.01% 929
2025
Q4 		$297K Buy
2,292
+160
+8% +$21.7K 0.01% 1045
2025
Q3 		$304K Sell
2,132
-107
-5% -$14.7K 0.01% 963
2025
Q2 		$299K Sell
2,239
-13
-0.6% -$1.75K 0.01% 807
2025
Q1 		$314K Buy
2,252
+177
+9% +$22.6K 0.01% 724
2024
Q4 		$253K Buy
2,075
+20
+1% +$2.47K 0.01% 832
2024
Q3 		$266K Buy
2,055
+150
+8% +$18.1K 0.01% 775
2024
Q2 		$213K Buy
+1,905
New +$213K 0.01% 827

Other funds holding DTE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evergreen Capital Management's DTE Position: Q1 2026 in Review

Evergreen Capital Management increased its DTE Energy (DTE) stake by 18% in Q1 2026, buying an estimated $57.5K and bringing the position to 2,701 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #929.

Evergreen Capital Management first reported a position in DTE in Q2 2024 and has held it in 8 quarters since. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Evergreen Capital Management held 2,701 shares of DTE Energy worth $397K as of Q1 2026.
  • Evergreen Capital Management bought 409 DTE Energy shares in Q1 2026, an estimated $57.5K.
  • DTE Energy made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #929 holding.
  • Evergreen Capital Management first reported a position in DTE Energy in Q2 2024 and has held it in 8 quarters since.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.