Evermay Wealth Management
DTE icon

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
2026
Q3 		– Sell
-260
Closed -$39.6K – 643
2026
Q2 		$39.6K Buy
+260
New +$38K ﹤0.01% 379
2024
Q1 		– Sell
-3
Closed -$331 – 641
2023
Q4 		$331 Buy
+3
New +$307 ﹤0.01% 644

Other funds holding DTE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Evermay Wealth Management's DTE Position: Q3 2026 in Review

Evermay Wealth Management sold out of DTE Energy (DTE) in Q3 2026, closing a stake of 260 shares — an estimated $39.6K sold.

Evermay Wealth Management first reported a position in DTE in Q4 2023 and held it in 2 quarters. The position peaked at $39.6K in Q2 2026. 541 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Evermay Wealth Management reported no remaining DTE Energy position as of Q3 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 260 DTE Energy shares in Q3 2026, an estimated $39.6K.
  • Evermay Wealth Management first reported a position in DTE Energy in Q4 2023 and held it in 2 quarters.
  • Evermay Wealth Management's DTE Energy position peaked at $39.6K in Q2 2026.
  • 541 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.