A detailed history of Avitas Wealth Management LLC transactions in Dte Energy CO stock. As of the latest transaction made, Avitas Wealth Management LLC holds 23,834 shares of DTE stock, worth $2.88 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
23,834
Previous 23,555 1.18%
Holding current value
$2.88 Million
Previous $2.61 Million 17.06%
% of portfolio
0.44%
Previous 0.39%

Shares

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

Oct 25, 2024

BUY
$108.67 - $128.41 $30,318 - $35,826
279 Added 1.18%
23,834 $3.06 Million
Q2 2024

Jul 24, 2024

BUY
$103.2 - $117.18 $5,469 - $6,210
53 Added 0.23%
23,555 $2.61 Million
Q1 2024

Apr 24, 2024

BUY
$102.36 - $112.95 $20,369 - $22,477
199 Added 0.85%
23,502 $2.64 Million
Q4 2023

Jan 24, 2024

BUY
$94.2 - $113.32 $64,244 - $77,284
682 Added 3.01%
23,303 $2.57 Million
Q3 2023

Nov 02, 2023

SELL
$98.63 - $115.87 $14,991 - $17,612
-152 Reduced 0.67%
22,621 $2.25 Million
Q2 2023

Jul 18, 2023

BUY
$106.44 - $114.81 $10,644 - $11,481
100 Added 0.44%
22,773 $2.51 Million
Q1 2023

May 15, 2023

SELL
$102.66 - $120.71 $37,060 - $43,576
-361 Reduced 1.57%
22,673 $2.48 Million
Q4 2022

Jan 10, 2023

SELL
$104.5 - $120.59 $31,768 - $36,659
-304 Reduced 1.3%
23,034 $0
Q3 2022

Oct 27, 2022

BUY
$51.06 - $135.97 $7,046 - $18,763
138 Added 0.59%
23,338 $2.69 Million
Q2 2022

Jul 29, 2022

BUY
$115.72 - $139.12 $31,938 - $38,397
276 Added 1.2%
23,200 $2.94 Million
Q1 2022

Apr 28, 2022

BUY
$115.88 - $132.56 $14,485 - $16,570
125 Added 0.55%
22,924 $3.03 Million
Q4 2021

Jan 26, 2022

BUY
$108.34 - $120.33 $40,952 - $45,484
378 Added 1.69%
22,799 $2.73 Million
Q3 2021

Oct 28, 2021

SELL
$111.43 - $122.13 $11,254 - $12,335
-101 Reduced 0.45%
22,421 $2.51 Million
Q2 2021

Jul 12, 2021

BUY
$110.2 - $122.68 $61,932 - $68,946
562 Added 2.56%
22,522 $2.92 Million
Q1 2021

May 13, 2021

BUY
$100.19 - $114.06 $51,096 - $58,170
510 Added 2.38%
21,960 $2.92 Million
Q4 2020

Feb 26, 2021

BUY
$96.54 - $115.06 $42,574 - $50,741
441 Added 2.1%
21,450 $2.6 Million
Q3 2020

Oct 06, 2020

BUY
$90.78 - $102.52 $20,334 - $22,964
224 Added 1.08%
21,009 $2.42 Million
Q2 2020

Jul 30, 2020

SELL
$74.15 - $99.92 $39,447 - $53,157
-532 Reduced 2.5%
20,785 $2.23 Million
Q1 2020

May 13, 2020

SELL
$65.37 - $114.86 $520,802 - $915,089
-7,967 Reduced 27.21%
21,317 $2.02 Million
Q4 2019

Feb 13, 2020

BUY
$102.54 - $113.35 $17,124 - $18,929
167 Added 0.57%
29,284 $3.8 Million
Q3 2019

Oct 18, 2019

BUY
$107.37 - $113.87 $46,491 - $49,305
433 Added 1.51%
29,117 $3.87 Million
Q2 2019

Jul 23, 2019

SELL
$104.36 - $111.99 $6,679 - $7,167
-64 Reduced 0.22%
28,684 $3.67 Million
Q1 2019

May 01, 2019

BUY
$91.82 - $107.16 $28,556 - $33,326
311 Added 1.09%
28,748 $3.59 Million
Q4 2018

Feb 08, 2019

BUY
$92.45 - $102.09 $10,724 - $11,842
116 Added 0.41%
28,437 $3.14 Million
Q3 2018

Dec 19, 2018

SELL
$87.79 - $97.02 $41,788 - $46,181
-476 Reduced 1.65%
28,321 $3.09 Million
Q3 2018

Nov 13, 2018

BUY
$87.79 - $97.02 $135,811 - $150,089
1,547 Added 5.68%
28,797 $3.14 Million
Q2 2018

Aug 13, 2018

BUY
$80.6 - $89.91 $2.2 Million - $2.45 Million
27,250 New
27,250 $2.82 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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