EWM
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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
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

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

Evermay Wealth Management's DTE Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in DTE Energy (DTE) in Q2 2026: 260 shares worth $39.6K. The stake represents ﹤0.01% of the portfolio and ranks #379 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in DTE as recently as Q4 2023.

Evermay Wealth Management first reported a position in DTE in Q4 2023 and has held it in 2 quarters since. 1,036 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Evermay Wealth Management held 260 shares of DTE Energy worth $39.6K as of Q2 2026.
  • DTE Energy was a new Evermay Wealth Management position in Q2 2026.
  • DTE Energy made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #379 holding.
  • Evermay Wealth Management first reported a position in DTE Energy in Q4 2023 and has held it in 2 quarters since.
  • 1,036 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.