EWA
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EverSource Wealth Advisors’s DTE Energy DTE Stock Holding History

EverSource Wealth Advisors’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 		$513K Buy
3,369
+1,467
+77% +$214K 0.02% 557
2026
Q1 		$278K Buy
1,902
+806
+74% +$113K 0.01% 880
2025
Q4 		$141K Sell
1,096
-267
-20% -$36.3K 0.01% 1138
2025
Q3 		$193K Buy
1,363
+105
+8% +$14.4K 0.01% 923
2025
Q2 		$167K Sell
1,258
-407
-24% -$54.7K 0.01% 944
2025
Q1 		$230K Buy
1,665
+460
+38% +$58.7K 0.01% 600
2024
Q4 		$146K Buy
1,205
+90
+8% +$11.1K 0.01% 784
2024
Q3 		$143K Buy
1,115
+32
+3% +$3.86K 0.01% 671
2024
Q2 		$131K Buy
1,083
+48
+5% +$5.37K 0.01% 707
2024
Q1 		$114K Buy
1,035
+899
+661% +$97K 0.01% 667
2023
Q4 		$15K Sell
136
-52
-28% -$5.33K ﹤0.01% 1382
2023
Q3 		$18.7K Buy
188
+45
+31% +$4.84K ﹤0.01% 1151
2023
Q2 		$15.7K Buy
143
+14
+11% +$1.56K ﹤0.01% 1238
2023
Q1 		$14.1K Sell
129
-5
-4% -$560 ﹤0.01% 1220
2022
Q4 		$15.7K Buy
134
+102
+319% +$11.6K ﹤0.01% 1148
2022
Q3 		$4K Sell
32
-21
-40% -$2.71K ﹤0.01% 1425
2022
Q2 		$7K Sell
53
-14
-21% -$1.83K ﹤0.01% 1148
2022
Q1 		$9K Sell
67
-6
-8% -$732 ﹤0.01% 1006
2021
Q4 		$9K Buy
+73
New +$8.35K ﹤0.01% 995

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

EverSource Wealth Advisors's DTE Position: Q2 2026 in Review

EverSource Wealth Advisors increased its DTE Energy (DTE) stake by 77% in Q2 2026, buying an estimated $214K and bringing the position to 3,369 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #557.

EverSource Wealth Advisors first reported a position in DTE in Q4 2021 and has held it in 19 quarters since. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • EverSource Wealth Advisors held 3,369 shares of DTE Energy worth $513K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,467 DTE Energy shares in Q2 2026, an estimated $214K.
  • DTE Energy made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #557 holding.
  • EverSource Wealth Advisors first reported a position in DTE Energy in Q4 2021 and has held it in 19 quarters since.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.