A detailed history of Bergan Kdv Wealth Management, LLC transactions in Dte Energy CO stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 67 shares of DTE stock, worth $8,405. This represents 0.0% of its overall portfolio holdings.

Number of Shares
67
Previous 281 76.16%
Holding current value
$8,405
Previous $30,000 76.67%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$106.44 - $114.81 $22,778 - $24,569
-214 Reduced 76.16%
67 $7,000
Q1 2023

Apr 27, 2023

BUY
$102.66 - $120.71 $23,714 - $27,884
231 Added 462.0%
281 $30,000
Q4 2022

Jan 31, 2023

SELL
$104.5 - $120.59 $522 - $602
-5 Reduced 9.09%
50 $5,000
Q3 2022

Oct 24, 2022

SELL
$51.06 - $135.97 $3,369 - $8,974
-66 Reduced 54.55%
55 $6,000
Q2 2022

Jul 13, 2022

BUY
$115.72 - $139.12 $115 - $139
1 Added 0.83%
121 $15,000
Q2 2020

Aug 13, 2020

BUY
$74.15 - $99.92 $1,483 - $1,998
20 Added 20.0%
120 $13,000
Q2 2018

Jul 23, 2018

BUY
$80.6 - $89.91 $8,059 - $8,991
100 New
100 $10,000

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 $24.3B
  • 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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