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Evergreen Wealth Solutions’s DTE Energy DTE Stock Holding History

Evergreen Wealth Solutions’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 		$474K Sell
3,395
-129
-4% -$18.8K 0.02% 335
2026
Q1 		$515K Sell
3,524
-556
-14% -$78.2K 0.04% 246
2025
Q4 		$526K Sell
4,080
-1,027
-20% -$139K 0.07% 119
2025
Q3 		$722K Sell
5,107
-114
-2% -$15.6K 0.41% 47
2025
Q2 		$692K Sell
5,221
-505
-9% -$67.9K 0.42% 47
2025
Q1 		$792K Sell
5,726
-829
-13% -$106K 0.53% 35
2024
Q4 		$791K Sell
6,555
-891
-12% -$110K 0.55% 36
2024
Q3 		$956K Sell
7,446
-2,480
-25% -$299K 0.65% 26
2024
Q2 		$1.1M Sell
9,926
-924
-9% -$103K 0.78% 24
2024
Q1 		$1.22M Sell
10,850
-2
-0% -$216 0.9% 27
2023
Q4 		$1.2M Sell
10,852
-2,049
-16% -$210K 1.02% 26
2023
Q3 		$1.28M Buy
12,901
+232
+2% +$25K 1.29% 24
2023
Q2 		$1.39M Buy
12,669
+477
+4% +$53.2K 1.41% 20
2023
Q1 		$1.33M Buy
12,192
+222
+2% +$24.9K 1.54% 18
2022
Q4 		$1.41M Buy
11,970
+254
+2% +$28.8K 1.86% 17
2022
Q3 		$1.35M Buy
11,716
+925
+9% +$119K 1.91% 13
2022
Q2 		$1.37M Buy
10,791
+344
+3% +$44.9K 1.68% 16
2022
Q1 		$1.38M Buy
10,447
+351
+3% +$42.8K 1.34% 20
2021
Q4 		$1.21M Buy
+10,096
New +$1.15M 1.09% 26

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

Evergreen Wealth Solutions's DTE Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its DTE Energy (DTE) stake by 3.7% in Q2 2026, selling an estimated $18.8K and leaving 3,395 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #335.

Evergreen Wealth Solutions first reported a position in DTE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.41M in Q4 2022. 1,035 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Evergreen Wealth Solutions held 3,395 shares of DTE Energy worth $474K as of Q2 2026.
  • Evergreen Wealth Solutions sold 129 DTE Energy shares in Q2 2026, an estimated $18.8K.
  • DTE Energy made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #335 holding.
  • Evergreen Wealth Solutions first reported a position in DTE Energy in Q4 2021 and has held it in 19 quarters since.
  • Evergreen Wealth Solutions's DTE Energy position peaked at $1.41M in Q4 2022.
  • 1,035 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.