A detailed history of Fermata Advisors, LLC transactions in Dte Energy CO stock. As of the latest transaction made, Fermata Advisors, LLC holds 1,877 shares of DTE stock, worth $226,666. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,877
Previous 1,860 0.91%
Holding current value
$226,666
Previous $206,000 16.99%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 09, 2024

BUY
$108.67 - $128.41 $1,847 - $2,182
17 Added 0.91%
1,877 $241,000
Q2 2024

Jul 12, 2024

BUY
$103.2 - $117.18 $1,857 - $2,109
18 Added 0.98%
1,860 $206,000
Q1 2024

Apr 12, 2024

BUY
$102.36 - $112.95 $1,125 - $1,242
11 Added 0.6%
1,842 $206,000
Q4 2023

Jan 19, 2024

BUY
$94.2 - $113.32 $172,480 - $207,488
1,831 New
1,831 $201,000
Q4 2022

Feb 13, 2023

BUY
$104.5 - $120.59 $522 - $602
5 Added 0.28%
1,774 $208,000
Q3 2022

Nov 14, 2022

SELL
$51.06 - $135.97 $663 - $1,767
-13 Reduced 0.73%
1,769 $204,000
Q2 2022

Aug 09, 2022

SELL
$115.72 - $139.12 $6,943 - $8,347
-60 Reduced 3.26%
1,782 $226,000
Q1 2022

Apr 22, 2022

BUY
$115.88 - $132.56 $9,154 - $10,472
79 Added 4.48%
1,842 $244,000
Q4 2021

Feb 02, 2022

BUY
$108.34 - $120.33 $191,003 - $212,141
1,763 New
1,763 $211,000
Q3 2021

Oct 29, 2021

SELL
$111.43 - $122.13 $195,113 - $213,849
-1,751 Closed
0 $0
Q2 2021

Aug 10, 2021

BUY
$110.2 - $122.68 $192,960 - $214,812
1,751 New
1,751 $227,000

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 $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...
More about DTE
Track This Portfolio

Track Fermata Advisors, LLC Portfolio

Follow Fermata Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.