A detailed history of Hb Wealth Management, LLC transactions in Dte Energy CO stock. As of the latest transaction made, Hb Wealth Management, LLC holds 2,754 shares of DTE stock, worth $345,489. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,754
Previous 2,659 3.57%
Holding current value
$345,489
Previous $295,000 19.66%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 15, 2024

BUY
$108.67 - $128.41 $10,323 - $12,198
95 Added 3.57%
2,754 $353,000
Q2 2024

Jul 26, 2024

SELL
$103.2 - $117.18 $7,533 - $8,554
-73 Reduced 2.67%
2,659 $295,000
Q1 2024

Apr 30, 2024

BUY
$102.36 - $112.95 $7,984 - $8,810
78 Added 2.94%
2,732 $306,000
Q4 2023

Jan 16, 2024

BUY
$94.2 - $113.32 $250,006 - $300,751
2,654 New
2,654 $292,000

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
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, 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 Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.