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Evolve Private Wealth’s DTE Energy DTE Stock Holding History

Evolve Private Wealth’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 		$928K Buy
6,051
+2,730
+82% +$399K 0.06% 297
2026
Q1 		$486K Sell
3,321
-204
-6% -$28.7K 0.03% 590
2025
Q4 		$459K Buy
+3,525
New +$479K 0.03% 563

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

Evolve Private Wealth's DTE Position: Q2 2026 in Review

Evolve Private Wealth increased its DTE Energy (DTE) stake by 82% in Q2 2026, buying an estimated $399K and bringing the position to 6,051 shares worth $928K. The position accounts for 0.06% of the portfolio, ranked #297.

Evolve Private Wealth first reported a position in DTE in Q4 2025 and has held it in 3 quarters since. 1,031 funds tracked by Wall St. Rank hold DTE as of Q2 2026.

  • Evolve Private Wealth held 6,051 shares of DTE Energy worth $928K as of Q2 2026.
  • Evolve Private Wealth bought 2,730 DTE Energy shares in Q2 2026, an estimated $399K.
  • DTE Energy made up 0.06% of Evolve Private Wealth's portfolio in Q2 2026, its #297 holding.
  • Evolve Private Wealth first reported a position in DTE Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,031 funds tracked by Wall St. Rank held DTE Energy as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.