A detailed history of Ep Wealth Advisors, LLC transactions in Dte Energy CO stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,150 shares of DTE stock, worth $395,167. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,150
Previous 1,814 73.65%
Holding current value
$395,167
Previous $201,000 101.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$108.67 - $128.41 $145,183 - $171,555
1,336 Added 73.65%
3,150 $404,000
Q2 2024

Aug 19, 2024

BUY
$103.2 - $117.18 $187,204 - $212,564
1,814 New
1,814 $201,000
Q4 2023

Feb 28, 2024

BUY
$94.2 - $113.32 $325,461 - $391,520
3,455 New
3,455 $380,000
Q2 2022

Aug 11, 2022

BUY
$115.72 - $139.12 $435,685 - $523,786
3,765 Added 207.55%
5,579 $707,000
Q1 2022

May 20, 2022

BUY
$115.88 - $132.56 $210,206 - $240,463
1,814 New
1,814 $240,000

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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