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Nova Wealth Management’s DTE Energy DTE Stock Holding History

Nova 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
Q1 		– Sell
-4
Closed -$516 – 569
2025
Q4 		$516 Hold
4
– – ﹤0.01% 568
2025
Q3 		$566 Sell
4
-5
-56% -$685 ﹤0.01% 567
2025
Q2 		$1.17K Buy
9
+5
+125% +$672 ﹤0.01% 642
2025
Q1 		$553 Hold
4
– – ﹤0.01% 514
2024
Q4 		$483 Buy
+4
New +$493 ﹤0.01% 354

Other funds holding DTE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nova Wealth Management's DTE Position: Q1 2026 in Review

Nova Wealth Management sold out of DTE Energy (DTE) in Q1 2026, closing a stake of 4 shares — an estimated $516 sold.

Nova Wealth Management first reported a position in DTE in Q4 2024 and held it in 5 quarters. The position peaked at $1.17K in Q2 2025. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Nova Wealth Management reported no remaining DTE Energy position as of Q1 2026 after selling out during the quarter.
  • Nova Wealth Management sold 4 DTE Energy shares in Q1 2026, an estimated $516.
  • Nova Wealth Management first reported a position in DTE Energy in Q4 2024 and held it in 5 quarters.
  • Nova Wealth Management's DTE Energy position peaked at $1.17K in Q2 2025.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

Based on Nova Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.