Bdo Wealth Advisors, LLC Dte Energy CO Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Dte Energy CO stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 9,983 shares of DTE stock, worth $1.21 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

9,983

Previous 9,755 2.34%

Holding current value

$1.21 Million

Previous $1.07 Million 2.81%

% of portfolio

0.13%

Previous 0.13%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$106.44 - $114.81 $24,268 - $26,176	228 Added 2.34%	9,983 $1.1 Million
Q1 2023 May 09, 2023	BUY	$102.66 - $120.71 $12,421 - $14,605	121 Added 1.26%	9,755 $1.07 Million
Q4 2022 Jan 27, 2023	BUY	$104.5 - $120.59 $28,633 - $33,041	274 Added 2.93%	9,634 $0
Q3 2022 Nov 02, 2022	SELL	$51.06 - $135.97 $11,488 - $30,593	-225 Reduced 2.35%	9,360 $1.08 Million
Q2 2022 Aug 25, 2022	BUY	$115.72 - $139.12 $23,259 - $27,963	201 Added 2.14%	9,585 $1.22 Million
Q1 2022 May 06, 2022	BUY	$115.88 - $132.56 $74,279 - $84,970	641 Added 7.33%	9,384 $1.24 Million
Q4 2021 Feb 11, 2022	BUY	$108.34 - $120.33 $34,452 - $38,264	318 Added 3.77%	8,743 $1.05 Million
Q3 2021 Nov 09, 2021	BUY	$111.43 - $122.13 $123,241 - $135,075	1,106 Added 15.11%	8,425 $941,000
Q2 2021 Sep 03, 2021	BUY	$110.2 - $122.68 $52,124 - $58,027	473 Added 6.91%	7,319 $949,000
Q1 2021 May 14, 2021	BUY	$100.19 - $114.06 $6,913 - $7,870	69 Added 1.02%	6,846 $911,000
Q4 2020 Feb 12, 2021	SELL	$96.54 - $115.06 $8,012 - $9,549	-83 Reduced 1.21%	6,777 $823,000
Q3 2020 Nov 12, 2020	BUY	$90.78 - $102.52 $15,160 - $17,120	167 Added 2.5%	6,860 $789,000
Q2 2020 Aug 14, 2020	SELL	$74.15 - $99.92 $3,781 - $5,095	-51 Reduced 0.76%	6,693 $719,000
Q1 2020 May 15, 2020	BUY	$65.37 - $114.86 $59,094 - $103,833	904 Added 15.48%	6,744 $641,000
Q4 2019 Feb 14, 2020	SELL	$102.54 - $113.35 $49,424 - $54,634	-482 Reduced 7.62%	5,840 $758,000
Q3 2019 Nov 12, 2019	BUY	$107.37 - $113.87 $6,549 - $6,946	61 Added 0.97%	6,322 $841,000
Q2 2019 Aug 09, 2019	SELL	$104.36 - $111.99 $834 - $895	-8 Reduced 0.13%	6,261 $801,000
Q1 2019 May 15, 2019	BUY	$91.82 - $107.16 $19,924 - $23,253	217 Added 3.59%	6,269 $782,000
Q4 2018 Feb 14, 2019	BUY	$92.45 - $102.09 $20,061 - $22,153	217 Added 3.72%	6,052 $668,000
Q3 2018 Nov 07, 2018	BUY	$87.79 - $97.02 $72,514 - $80,138	826 Added 16.49%	5,835 $637,000
Q2 2018 Aug 27, 2018	BUY	$80.6 - $89.91 $12,654 - $14,115	157 Added 3.24%	5,009 $519,000
Q1 2018 May 23, 2018	SELL	$83.82 - $92.3 $26,654 - $29,351	-318 Reduced 6.15%	4,852 $507,000
Q4 2017 Feb 14, 2018	BUY	$90.72 - $98.71 $11,340 - $12,338	125 Added 2.48%	5,170 $566,000
Q3 2017 Nov 08, 2017	BUY	$91.06 - $96.6 $459,397 - $487,347	5,045	5,045 $542,000

Others Institutions Holding DTE

# of Institutions

923

Shares Held

160M

Call Options Held

223K

Put Options Held

125K

View Full List

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...

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Bdo Wealth Advisors, LLC Dte Energy CO Transaction History