A detailed history of Kingswood Wealth Advisors, LLC transactions in Dte Energy CO stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,012 shares of DTE stock, worth $605,249. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,012
Previous 5,405 7.27%
Holding current value
$605,249
Previous $600 Million 7.26%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$108.67 - $128.41 $42,707 - $50,465
-393 Reduced 7.27%
5,012 $644 Million
Q2 2024

Jul 09, 2024

BUY
$103.2 - $117.18 $9,081 - $10,311
88 Added 1.66%
5,405 $600 Million
Q4 2023

Jan 16, 2024

BUY
$94.2 - $113.32 $308,505 - $371,123
3,275 Added 160.38%
5,317 $586 Million
Q3 2023

Oct 23, 2023

BUY
$98.63 - $115.87 $201,402 - $236,606
2,042 New
2,042 $203 Million

Others Institutions Holding DTE

About DTE ENERGY CO


  • Ticker DTE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 193,742,000
  • Market Cap $23.4B
  • Description
  • DTE Energy Company engages in the utility operations. The company's Electric segment generates, purchases, distributes, and sells electricity to approximately 2.3 million residential, commercial, and industrial customers in southeastern Michigan. It generates electricity through fossil-fuel, hydroelectric pumped storage, and nuclear plants, as w...
More about DTE
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