Gradient Investments LLC Dte Energy CO Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$103.2 - $117.18 $65,532 - $74,409	635 Added 90.97%	1,333 $147,000
Q1 2024 Apr 23, 2024	SELL	$102.36 - $112.95 $142,485 - $157,226	-1,392 Reduced 66.6%	698 $78,000
Q3 2023 Oct 27, 2023	SELL	$98.63 - $115.87 $34,520 - $40,554	-350 Reduced 14.34%	2,090 $207,000
Q2 2023 Jul 11, 2023	BUY	$106.44 - $114.81 $39,808 - $42,938	374 Added 18.1%	2,440 $268,000
Q1 2023 Apr 17, 2023	SELL	$102.66 - $120.71 $29,976 - $35,247	-292 Reduced 12.38%	2,066 $226,000
Q4 2022 Jan 10, 2023	SELL	$104.5 - $120.59 $91,228 - $105,275	-873 Reduced 27.02%	2,358 $0
Q2 2022 Jul 11, 2022	BUY	$115.72 - $139.12 $26,847 - $32,275	232 Added 7.74%	3,231 $410,000
Q4 2021 Jan 12, 2022	BUY	$108.34 - $120.33 $108,340 - $120,330	1,000 Added 50.03%	2,999 $359,000
Q3 2021 Oct 18, 2021	BUY	$111.43 - $122.13 $36,549 - $40,058	328 Added 19.63%	1,999 $223,000
Q1 2021 Apr 21, 2021	BUY	$100.19 - $114.06 $113,114 - $128,773	1,129 Added 208.3%	1,671 $222,000
Q3 2020 Oct 06, 2020	BUY	$90.78 - $102.52 $26,689 - $30,140	294 Added 118.55%	542 $62,000
Q2 2020 Jul 10, 2020	SELL	$74.15 - $99.92 $16,090 - $21,682	-217 Reduced 46.67%	248 $27,000
Q4 2019 Jan 15, 2020	BUY	$102.54 - $113.35 $42,041 - $46,473	410 Added 745.45%	465 $60,000
Q2 2019 Jul 16, 2019	SELL	$104.36 - $111.99 $2,609 - $2,799	-25 Reduced 31.25%	55 $7,000
Q4 2018 Jan 18, 2019	SELL	$92.45 - $102.09 $63,328 - $69,931	-685 Reduced 89.54%	80 $9,000
Q2 2018 Aug 09, 2018	BUY	$80.6 - $89.91 $2,014 - $2,247	25 Added 3.38%	765 $79,000
Q1 2018 Apr 11, 2018	SELL	$83.82 - $92.3 $586 - $646	-7 Reduced 0.94%	740 $77,000
Q4 2017 Feb 07, 2018	BUY	$90.72 - $98.71 $67,767 - $73,736	747	747 $82,000

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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