Evermay Wealth Management’s DTE Energy DTE Stock Holding History

Evermay Wealth 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
2024 Q1	–	Sell	-3	Closed	-$331	–	641
2023 Q4	$331	Buy	+3	New	+$307	﹤0.01%	644

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Evermay Wealth Management's DTE Position: Q1 2024 in Review

Evermay Wealth Management sold out of DTE Energy (DTE) in Q1 2024, closing a stake of 3 shares — an estimated $331 sold.

Evermay Wealth Management first reported a position in DTE in Q4 2023 and held it in 1 quarter. The position peaked at $331 in Q4 2023. 786 funds tracked by Wall St. Rank hold DTE as of Q1 2024.

Evermay Wealth Management reported no remaining DTE Energy position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 3 DTE Energy shares in Q1 2024, an estimated $331.
Evermay Wealth Management first reported a position in DTE Energy in Q4 2023 and held it in 1 quarter.
Evermay Wealth Management's DTE Energy position peaked at $331 in Q4 2023.
786 funds tracked by Wall St. Rank held DTE Energy as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.