A detailed history of Heritage Wealth Advisors transactions in Dte Energy CO stock. As of the latest transaction made, Heritage Wealth Advisors holds 421 shares of DTE stock, worth $50,839. This represents 0.0% of its overall portfolio holdings.

Number of Shares
421
Previous 400 5.25%
Holding current value
$50,839
Previous $44,000 22.73%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$108.67 - $128.41 $2,282 - $2,696
21 Added 5.25%
421 $54,000
Q2 2023

Dec 12, 2024

SELL
$106.44 - $114.81 $2,235 - $2,411
-21 Reduced 4.99%
400 $44,000
Q3 2022

Dec 12, 2024

SELL
$51.06 - $135.97 $1,072 - $2,855
-21 Reduced 4.99%
400 $46,000
Q2 2022

Aug 04, 2022

SELL
$115.72 - $139.12 $8,679 - $10,434
-75 Reduced 15.79%
400 $51,000
Q2 2021

Aug 09, 2021

BUY
$110.2 - $122.68 $19,285 - $21,469
175 Added 58.33%
475 $52,000
Q2 2021

Jul 27, 2021

SELL
$110.2 - $122.68 $19,285 - $21,469
-175 Reduced 36.84%
300 $36,000
Q1 2021

Apr 27, 2021

BUY
$100.19 - $114.06 $17,533 - $19,960
175 Added 58.33%
475 $53,000
Q4 2020

Feb 01, 2021

BUY
$96.54 - $115.06 $28,962 - $34,518
300 New
300 $36,000

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 $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...
More about DTE
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