A detailed history of Forvis Wealth Advisors, LLC transactions in Dte Energy CO stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 17,073 shares of DTE stock, worth $2.15 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,073
Previous 16,544 3.2%
Holding current value
$2.15 Million
Previous $1.86 Million 2.16%
% of portfolio
0.05%
Previous 0.05%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$103.2 - $117.18 $54,592 - $61,988
529 Added 3.2%
17,073 $1.9 Million
Q1 2024

Apr 19, 2024

BUY
$102.36 - $112.95 $139,004 - $153,386
1,358 Added 8.94%
16,544 $1.86 Million
Q4 2023

Jan 11, 2024

SELL
$94.2 - $113.32 $25,905 - $31,162
-275 Reduced 1.78%
15,186 $1.67 Million
Q3 2023

Oct 25, 2023

SELL
$98.63 - $115.87 $756,393 - $888,607
-7,669 Reduced 33.16%
15,461 $1.53 Million
Q2 2023

Aug 08, 2023

BUY
$106.44 - $114.81 $923,367 - $995,976
8,675 Added 60.01%
23,130 $2.54 Million
Q1 2023

Apr 26, 2023

BUY
$102.66 - $120.71 $78,637 - $92,463
766 Added 5.6%
14,455 $1.58 Million
Q4 2022

Feb 02, 2023

BUY
$104.5 - $120.59 $138,044 - $159,299
1,321 Added 10.68%
13,689 $1.61 Million
Q3 2022

Oct 13, 2022

BUY
$51.06 - $135.97 $1,327 - $3,535
26 Added 0.21%
12,368 $1.42 Million
Q2 2022

Jul 22, 2022

BUY
$115.72 - $139.12 $279,579 - $336,113
2,416 Added 24.34%
12,342 $1.57 Million
Q1 2022

May 10, 2022

BUY
$115.88 - $132.56 $81,463 - $93,189
703 Added 7.62%
9,926 $1.31 Million
Q4 2021

Jan 14, 2022

BUY
$108.34 - $120.33 $70,746 - $78,575
653 Added 7.62%
9,223 $1.1 Million
Q3 2021

Oct 14, 2021

BUY
$111.43 - $122.13 $65,297 - $71,568
586 Added 7.34%
8,570 $957,000
Q2 2021

Jul 14, 2021

BUY
$110.2 - $122.68 $14,546 - $16,193
132 Added 1.68%
7,984 $1.04 Million
Q1 2021

Apr 23, 2021

BUY
$100.19 - $114.06 $34,966 - $39,806
349 Added 4.65%
7,852 $1.05 Million
Q4 2020

Jan 22, 2021

BUY
$96.54 - $115.06 $59,468 - $70,876
616 Added 8.94%
7,503 $911,000
Q3 2020

Nov 05, 2020

BUY
$90.78 - $102.52 $74,439 - $84,066
820 Added 13.52%
6,887 $792,000
Q2 2020

Jul 15, 2020

BUY
$74.15 - $99.92 $254,779 - $343,325
3,436 Added 130.6%
6,067 $652,000
Q1 2020

Apr 10, 2020

BUY
$65.37 - $114.86 $171,988 - $302,196
2,631 New
2,631 $250,000

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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