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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
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 $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 Wealth Solutions's DTE Position: Q1 2026 in Review

Evergreen Wealth Solutions reduced its DTE Energy (DTE) stake by 14% in Q1 2026, selling an estimated $78.2K and leaving 3,524 shares worth $515K. The position accounts for 0.04% of the portfolio, ranked #246.

Evergreen Wealth Solutions first reported a position in DTE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.41M in Q4 2022. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Evergreen Wealth Solutions held 3,524 shares of DTE Energy worth $515K as of Q1 2026.
  • Evergreen Wealth Solutions sold 556 DTE Energy shares in Q1 2026, an estimated $78.2K.
  • DTE Energy made up 0.04% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #246 holding.
  • Evergreen Wealth Solutions first reported a position in DTE Energy in Q4 2021 and has held it in 18 quarters since.
  • Evergreen Wealth Solutions's DTE Energy position peaked at $1.41M in Q4 2022.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.