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Elevation Wealth Partners’s DTE Energy DTE Stock Holding History

Elevation Wealth Partners’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 		$32.4K Buy
266
+232
+682% +$32.2K 0.01% 515
2026
Q2 		$5.18K Hold
34
– – ﹤0.01% 1006
2026
Q1 		$4.97K Buy
34
+6
+21% +$844 ﹤0.01% 713
2025
Q4 		$3.61K Buy
28
+16
+133% +$2.17K ﹤0.01% 689
2025
Q3 		$1.7K Buy
+12
New +$1.64K ﹤0.01% 677

Other funds holding DTE

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $103M AUM
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Elevation Wealth Partners's DTE Position: Q3 2026 in Review

Elevation Wealth Partners increased its DTE Energy (DTE) stake by 682% in Q3 2026, buying an estimated $32.2K and bringing the position to 266 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #515.

Elevation Wealth Partners first reported a position in DTE in Q3 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Elevation Wealth Partners held 266 shares of DTE Energy worth $32.4K as of Q3 2026.
  • Elevation Wealth Partners bought 232 DTE Energy shares in Q3 2026, an estimated $32.2K.
  • DTE Energy made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #515 holding.
  • Elevation Wealth Partners first reported a position in DTE Energy in Q3 2025 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.