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Noble Wealth Management PBC’s DTE Energy DTE Stock Holding History

Noble Wealth Management PBC’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
-12
Closed -$1.83K – 807
2026
Q2 		$1.83K Buy
+12
New +$1.75K ﹤0.01% 590

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

Noble Wealth Management PBC's DTE Position: Q3 2026 in Review

Noble Wealth Management PBC sold out of DTE Energy (DTE) in Q3 2026, closing a stake of 12 shares — an estimated $1.83K sold.

Noble Wealth Management PBC first reported a position in DTE in Q2 2026 and held it in 1 quarter. The position peaked at $1.83K in Q2 2026. 36 funds tracked by Wall St. Rank hold DTE as of Q3 2026.

  • Noble Wealth Management PBC reported no remaining DTE Energy position as of Q3 2026 after selling out during the quarter.
  • Noble Wealth Management PBC sold 12 DTE Energy shares in Q3 2026, an estimated $1.83K.
  • Noble Wealth Management PBC first reported a position in DTE Energy in Q2 2026 and held it in 1 quarter.
  • Noble Wealth Management PBC's DTE Energy position peaked at $1.83K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held DTE Energy as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.