Avantax Advisory Services, Inc. Dte Energy CO Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Dte Energy CO stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 14,502 shares of DTE stock, worth $2.04 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,502

Previous 14,705 1.38%

Holding current value

$2.04 Million

Previous $2.03 Million 5.56%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$127.39 - $139.49 $25,860 - $28,316	-203 Reduced 1.38%	14,502 $1.92 Million
Q1 2025 May 06, 2025	BUY	$117.6 - $138.27 $94,197 - $110,754	801 Added 5.76%	14,705 $2.03 Million
Q4 2024 Feb 07, 2025	BUY	$117.04 - $129.77 $258,775 - $286,921	2,211 Added 18.91%	13,904 $1.68 Million
Q3 2024 Nov 13, 2024	BUY	$108.67 - $128.41 $75,416 - $89,116	694 Added 6.31%	11,693 $1.5 Million
Q2 2024 Aug 09, 2024	BUY	$103.2 - $117.18 $896,085 - $1.02 Million	8,683 Added 374.91%	10,999 $1.22 Million
Q1 2024 May 08, 2024	SELL	$102.36 - $112.95 $224,577 - $247,812	-2,194 Reduced 48.65%	2,316 $259,000
Q4 2023 Feb 07, 2024	SELL	$94.2 - $113.32 $91,750 - $110,373	-974 Reduced 17.76%	4,510 $497,000
Q3 2023 Nov 07, 2023	BUY	$98.63 - $115.87 $65,687 - $77,169	666 Added 13.82%	5,484 $544,000
Q2 2023 Aug 11, 2023	BUY	$106.44 - $114.81 $47,791 - $51,549	449 Added 10.28%	4,818 $530,000
Q1 2023 Apr 28, 2023	BUY	$102.66 - $120.71 $2,977 - $3,500	29 Added 0.67%	4,369 $478,000
Q4 2022 Feb 13, 2023	BUY	$104.5 - $120.59 $12,226 - $14,109	117 Added 2.77%	4,340 $510,000
Q3 2022 Nov 01, 2022	BUY	$51.06 - $135.97 $50,140 - $133,522	982 Added 30.3%	4,223 $486,000
Q2 2022 Aug 02, 2022	SELL	$115.72 - $139.12 $10,183 - $12,242	-88 Reduced 2.64%	3,241 $411,000
Q1 2022 Apr 27, 2022	SELL	$115.88 - $132.56 $1,158 - $1,325	-10 Reduced 0.3%	3,329 $441,000
Q4 2021 Jan 24, 2022	BUY	$108.34 - $120.33 $10,617 - $11,792	98 Added 3.02%	3,339 $399,000
Q3 2021 Oct 21, 2021	SELL	$111.43 - $122.13 $6,685 - $7,327	-60 Reduced 1.82%	3,241 $362,000
Q2 2021 Jul 29, 2021	SELL	$110.2 - $122.68 $1,432 - $1,594	-13 Reduced 0.39%	3,301 $428,000
Q1 2021 May 13, 2021	SELL	$100.19 - $114.06 $23,444 - $26,690	-234 Reduced 6.6%	3,314 $442,000
Q4 2020 Jan 22, 2021	SELL	$96.54 - $115.06 $794,427 - $946,828	-8,229 Reduced 69.87%	3,548 $431,000
Q3 2020 Oct 14, 2020	BUY	$90.78 - $102.52 $827,005 - $933,957	9,110 Added 341.58%	11,777 $1.36 Million
Q2 2020 Aug 06, 2020	SELL	$74.15 - $99.92 $37,816 - $50,959	-510 Reduced 16.05%	2,667 $286,000
Q1 2020 Apr 30, 2020	SELL	$65.37 - $114.86 $47,981 - $84,307	-734 Reduced 18.77%	3,177 $302,000
Q4 2019 Feb 14, 2020	BUY	$102.54 - $113.35 $401,033 - $443,311	3,911 New	3,911 $507,000

Others Institutions Holding DTE

# of Institutions

1,049

Shares Held

167M

Call Options Held

222K

Put Options Held

30.8K

View Full List

About DTE ENERGY CO

Ticker DTE
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 193,742,000
Market Cap $27.2B
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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Avantax Advisory Services, Inc. Dte Energy CO Transaction History