Acorn Wealth Advisors, LLC Dte Energy CO Transaction History

Acorn Wealth Advisors, LLC

$222 Million
Q1 2025

A detailed history of Acorn Wealth Advisors, LLC transactions in Dte Energy CO stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 5,120 shares of DTE stock, worth $693,145. This represents 0.32% of its overall portfolio holdings.

Number of Shares

5,120

Previous 5,089 0.61%

Holding current value

$693,145

Previous $614,000 15.15%

% of portfolio

0.32%

Previous 0.27%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$117.6 - $138.27 $3,645 - $4,286	31 Added 0.61%	5,120 $707,000
Q4 2024 Feb 04, 2025	SELL	$117.04 - $129.77 $27,972 - $31,015	-239 Reduced 4.49%	5,089 $614,000
Q3 2024 Nov 13, 2024	BUY	$108.67 - $128.41 $3,151 - $3,723	29 Added 0.55%	5,328 $684,000
Q2 2024 Jul 30, 2024	SELL	$103.2 - $117.18 $2,167 - $2,460	-21 Reduced 0.39%	5,299 $588,000
Q1 2024 Apr 26, 2024	BUY	$102.36 - $112.95 $921 - $1,016	9 Added 0.17%	5,320 $596,000
Q4 2023 Feb 07, 2024	SELL	$94.2 - $113.32 $4,427 - $5,326	-47 Reduced 0.88%	5,311 $585,000
Q3 2023 Nov 07, 2023	BUY	$98.63 - $115.87 $2,564 - $3,012	26 Added 0.49%	5,358 $531,000
Q2 2023 Aug 02, 2023	BUY	$106.44 - $114.81 $10,750 - $11,595	101 Added 1.93%	5,332 $586,000
Q1 2023 May 09, 2023	BUY	$102.66 - $120.71 $2,566 - $3,017	25 Added 0.48%	5,231 $573,000
Q4 2022 Feb 10, 2023	BUY	$104.5 - $120.59 $192,593 - $222,247	1,843 Added 54.8%	5,206 $611,000
Q3 2022 Nov 09, 2022	BUY	$51.06 - $135.97 $1,276 - $3,399	25 Added 0.75%	3,363 $387,000
Q2 2022 Aug 08, 2022	BUY	$115.72 - $139.12 $1,967 - $2,365	17 Added 0.51%	3,338 $423,000
Q1 2022 May 03, 2022	BUY	$115.88 - $132.56 $38,124 - $43,612	329 Added 11.0%	3,321 $439,000
Q4 2021 Feb 14, 2022	BUY	$108.34 - $120.33 $2,058 - $2,286	19 Added 0.64%	2,992 $358,000
Q3 2021 Nov 12, 2021	BUY	$111.43 - $122.13 $2,674 - $2,931	24 Added 0.81%	2,973 $332,000
Q2 2021 Aug 16, 2021	SELL	$110.2 - $122.68 $22,701 - $25,272	-206 Reduced 6.53%	2,949 $382,000
Q1 2021 May 14, 2021	BUY	$100.19 - $114.06 $23,344 - $26,575	233 Added 7.97%	3,155 $420,000
Q4 2020 Feb 16, 2021	SELL	$96.54 - $115.06 $6,564 - $7,824	-68 Reduced 2.27%	2,922 $355,000
Q3 2020 Nov 04, 2020	BUY	$90.78 - $102.52 $12,799 - $14,455	141 Added 4.95%	2,990 $344,000
Q2 2020 Aug 19, 2020	SELL	$74.15 - $99.92 $90,018 - $121,302	-1,214 Reduced 29.88%	2,849 $306,000
Q1 2020 May 13, 2020	BUY	$65.37 - $114.86 $22,618 - $39,741	346 Added 9.31%	4,063 $388,000
Q3 2019 Nov 21, 2019	BUY	$107.37 - $113.87 $194,124 - $205,876	1,808 Added 94.71%	3,717 $456,000
Q2 2019 Aug 14, 2019	SELL	$104.36 - $111.99 $25,672 - $27,549	-246 Reduced 11.42%	1,909 $245,000
Q1 2019 May 08, 2019	BUY	$91.82 - $107.16 $28,280 - $33,005	308 Added 16.68%	2,155 $268,000
Q3 2018 Nov 13, 2018	SELL	$87.79 - $97.02 $33,184 - $36,673	-378 Reduced 16.99%	1,847 $205,000
Q1 2018 May 14, 2018	BUY	$83.82 - $92.3 $83 - $92	1 Added 0.04%	2,225 $235,000
Q4 2017 Feb 14, 2018	BUY	$90.72 - $98.71 $201,761 - $219,531	2,224	2,224 $237,000

Others Institutions Holding DTE

# of Institutions

1,030

Shares Held

164M

Call Options Held

252K

Put Options Held

121K

View Full List

About DTE ENERGY CO

Ticker DTE
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 193,742,000
Market Cap $26.2B
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...

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Acorn Wealth Advisors, LLC Dte Energy CO Transaction History