Financial Gravity Asset Management, Inc. Dte Energy CO Transaction History

Financial Gravity Asset Management, Inc.

$400 Billion
Q2 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$102.36 - $112.95 $3,173 - $3,501	31 Added 1033.33%	34 $3.85 Million
Q4 2023 Jun 26, 2024	SELL	$94.2 - $113.32 $2,920 - $3,512	-31 Reduced 91.18%	3 $337,000
Q3 2023 Nov 15, 2023	SELL	$98.63 - $115.87 $10,553 - $12,398	-107 Reduced 97.27%	3 $0
Q1 2023 May 12, 2023	SELL	$102.66 - $120.71 $821 - $965	-8 Reduced 6.78%	110 $335,000
Q4 2022 Feb 15, 2023	SELL	$104.5 - $120.59 $95,826 - $110,581	-917 Reduced 88.6%	118 $13.3 Million
Q3 2022 Nov 03, 2022	SELL	$51.06 - $135.97 $5,514 - $14,684	-108 Reduced 9.45%	1,035 $309,000
Q2 2022 Aug 05, 2022	BUY	$115.72 - $139.12 $10,067 - $12,103	87 Added 8.24%	1,143 $339,000
Q1 2022 May 13, 2022	SELL	$115.88 - $132.56 $2,781 - $3,181	-24 Reduced 2.22%	1,056 $364,000
Q4 2021 Feb 11, 2022	BUY	$108.34 - $120.33 $116,790 - $129,715	1,078 Added 53900.0%	1,080 $293,000
Q2 2021 Aug 11, 2021	SELL	$110.2 - $122.68 $440 - $490	-4 Reduced 66.67%	2 $130,000
Q4 2020 Feb 16, 2021	BUY	$96.54 - $115.06 $579 - $690	6 New	6 $0
Q1 2020 May 12, 2020	SELL	$65.37 - $114.86 $0 - $0	0 Closed	0 $0
Q4 2019 Feb 28, 2020	BUY	$102.54 - $113.35 $0 - $0	0 New	0 $130,000
Q3 2019 Oct 15, 2019	SELL	$107.37 - $113.87 $214 - $227	-2 Closed	0 $0
Q2 2019 Jul 26, 2019	SELL	$104.36 - $111.99 $313 - $335	-3 Reduced 60.0%	2 $0
Q1 2019 Apr 19, 2019	BUY	$91.82 - $107.16 $183 - $214	2 Added 66.67%	5 $1,000
Q3 2018 Oct 31, 2018	SELL	$87.79 - $97.02 $1,404 - $1,552	-16 Reduced 84.21%	3 $0
Q2 2018 Aug 14, 2018	SELL	$80.6 - $89.91 $241 - $269	-3 Reduced 13.64%	19 $2,000
Q1 2018 May 23, 2018	BUY	$83.82 - $92.3 $1,844 - $2,030	22 New	22 $2,000

Others Institutions Holding DTE

# of Institutions

921

Shares Held

161M

Call Options Held

223K

Put Options Held

125K

Vanguard Group Inc Valley Forge, PA

24.4M
Shares

$3.04 Billion
0.06% of portfolio
Capital Research Global Investors Los Angeles, CA

20.2M
Shares

$2.52 Billion
0.56% of portfolio
Black Rock Inc. New York, NY

16.9M
Shares

$2.1 Billion
0.04% of portfolio
State Street Corp Boston, MA

10.2M
Shares

$1.27 Billion
0.05% of portfolio
T. Rowe Price Investment Management, Inc. Baltimore, MD

6.23M
Shares

$776 Million
0.48% of portfolio

View Full List

About DTE ENERGY CO

Ticker DTE
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 193,742,000
Market Cap $24.1B
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...

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