A detailed history of Concurrent Investment Advisors, LLC transactions in Dte Energy CO stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 5,376 shares of DTE stock, worth $764,843. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,376
Holding current value
$764,843
% of portfolio
0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025

BUY
$127.39 - $139.49 $684,848 - $749,898
5,376 New
5,376 $712 Million
Q4 2023

Apr 15, 2024

BUY
$94.2 - $113.32 $193,298 - $232,532
2,052 New
2,052 $226 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 $27.6B
  • 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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