Forvis Wealth Advisors, LLC Dte Energy CO Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

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 16,921 shares of DTE stock, worth $2.04 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

16,921

Previous 17,073 0.89%

Holding current value

$2.04 Million

Previous $1.9 Million 14.62%

% of portfolio

0.05%

Previous 0.05%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$108.67 - $128.41 $16,517 - $19,518	-152 Reduced 0.89%	16,921 $2.17 Million
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

# of Institutions

923

Shares Held

160M

Call Options Held

223K

Put Options Held

125K

View Full List

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...

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Forvis Wealth Advisors, LLC Dte Energy CO Transaction History