A detailed history of Icon Wealth Advisors, LLC transactions in Dte Energy CO stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 2,603 shares of DTE stock, worth $314,338. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,603
Previous 2,652 1.85%
Holding current value
$314,338
Previous $294,000 13.61%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Nov 14, 2024

BUY
$108.67 - $128.41 $6,302 - $7,447
58 Added 2.23%
2,661 $341,000
Q3 2024

Nov 12, 2024

SELL
$108.67 - $128.41 $5,324 - $6,292
-49 Reduced 1.85%
2,603 $334,000
Q2 2024

Aug 14, 2024

SELL
$103.2 - $117.18 $928 - $1,054
-9 Reduced 0.34%
2,652 $294,000
Q1 2024

May 15, 2024

BUY
$102.36 - $112.95 $272,379 - $300,559
2,661 New
2,661 $298,000
Q3 2022

Jan 25, 2023

BUY
$51.06 - $135.97 $155,988 - $415,388
3,055 New
3,055 $351,000

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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