Independent Advisor Alliance Dte Energy CO Transaction History

Independent Advisor Alliance

$2.88 Billion
Q2 2024

A detailed history of Independent Advisor Alliance transactions in Dte Energy CO stock. As of the latest transaction made, Independent Advisor Alliance holds 10,223 shares of DTE stock, worth $1.27 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,223

Previous 10,227 0.04%

Holding current value

$1.27 Million

Previous $1.15 Million 1.05%

% of portfolio

0.04%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$103.2 - $117.18 $412 - $468	-4 Reduced 0.04%	10,223 $1.13 Million
Q1 2024 May 08, 2024	SELL	$102.36 - $112.95 $74,927 - $82,679	-732 Reduced 6.68%	10,227 $1.15 Million
Q4 2023 Feb 08, 2024	SELL	$94.2 - $113.32 $76,396 - $91,902	-811 Reduced 6.89%	10,959 $1.21 Million
Q3 2023 Oct 24, 2023	BUY	$98.63 - $115.87 $535,363 - $628,942	5,428 Added 85.59%	11,770 $1.17 Million
Q2 2023 Jul 28, 2023	SELL	$106.44 - $114.81 $40,872 - $44,087	-384 Reduced 5.71%	6,342 $697,000
Q1 2023 May 12, 2023	BUY	$102.66 - $120.71 $690,491 - $811,895	6,726 New	6,726 $736,000
Q3 2022 Nov 04, 2022	BUY	$51.06 - $135.97 $4,186 - $11,149	82 Added 1.31%	6,364 $732,000
Q2 2022 Aug 04, 2022	BUY	$115.72 - $139.12 $9,141 - $10,990	79 Added 1.27%	6,282 $796,000
Q1 2022 May 06, 2022	BUY	$115.88 - $132.56 $342,541 - $391,847	2,956 Added 91.04%	6,203 $820,000
Q4 2021 Feb 11, 2022	BUY	$108.34 - $120.33 $3,466 - $3,850	32 Added 1.0%	3,247 $388,000
Q3 2021 Nov 01, 2021	BUY	$111.43 - $122.13 $4,011 - $4,396	36 Added 1.13%	3,215 $359,000
Q1 2021 May 14, 2021	SELL	$100.19 - $114.06 $47,790 - $54,406	-477 Reduced 13.05%	3,179 $423,000
Q4 2020 Feb 11, 2021	SELL	$96.54 - $115.06 $66,998 - $79,851	-694 Reduced 15.95%	3,656 $444,000
Q3 2020 Nov 04, 2020	SELL	$90.78 - $102.52 $104,760 - $118,308	-1,154 Reduced 20.97%	4,350 $500,000
Q2 2020 Aug 06, 2020	SELL	$74.15 - $99.92 $158,829 - $214,028	-2,142 Reduced 28.01%	5,504 $592,000
Q1 2020 May 14, 2020	SELL	$65.37 - $114.86 $245,202 - $430,839	-3,751 Reduced 32.91%	7,646 $726,000
Q4 2019 Feb 07, 2020	BUY	$102.54 - $113.35 $35,991 - $39,785	351 Added 3.18%	11,397 $1.48 Million
Q3 2019 Nov 12, 2019	BUY	$107.37 - $113.87 $124,334 - $131,861	1,158 Added 11.71%	11,046 $1.47 Million
Q2 2019 Aug 12, 2019	BUY	$104.36 - $111.99 $265,074 - $284,454	2,540 Added 34.57%	9,888 $1.26 Million
Q1 2019 May 07, 2019	BUY	$91.82 - $107.16 $77,496 - $90,443	844 Added 12.98%	7,348 $917,000
Q4 2018 Feb 12, 2019	BUY	$92.45 - $102.09 $601,294 - $663,993	6,504 New	6,504 $717,000

Others Institutions Holding DTE

# of Institutions

888

Shares Held

161M

Call Options Held

344K

Put Options Held

178K

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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Independent Advisor Alliance Dte Energy CO Transaction History