A detailed history of Confluence Wealth Services, Inc. transactions in Dte Energy CO stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,769 shares of DTE stock, worth $342,414. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,769
Previous 2,778 0.32%
Holding current value
$342,414
Previous $308,000 15.26%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 29, 2024

SELL
$108.67 - $128.41 $978 - $1,155
-9 Reduced 0.32%
2,769 $355,000
Q2 2024

Jul 31, 2024

SELL
$103.2 - $117.18 $32,095 - $36,442
-311 Reduced 10.07%
2,778 $308,000
Q1 2024

Apr 22, 2024

SELL
$102.36 - $112.95 $108,911 - $120,178
-1,064 Reduced 25.62%
3,089 $346,000
Q4 2023

Jan 25, 2024

SELL
$94.2 - $113.32 $9,420 - $11,332
-100 Reduced 2.35%
4,153 $457,000
Q3 2023

Nov 01, 2023

SELL
$98.63 - $115.87 $493 - $579
-5 Reduced 0.12%
4,253 $422,000
Q2 2023

Aug 01, 2023

BUY
$106.44 - $114.81 $532 - $574
5 Added 0.12%
4,258 $468,000
Q4 2021

Feb 10, 2022

BUY
$108.34 - $120.33 $460,770 - $511,763
4,253 New
4,253 $508,000

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 $24B
  • 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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