A detailed history of Integrated Wealth Concepts LLC transactions in Dte Energy CO stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 3,849 shares of DTE stock, worth $464,805. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,849
Previous 3,818 0.81%
Holding current value
$464,805
Previous $423,000 16.78%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$108.67 - $128.41 $3,368 - $3,980
31 Added 0.81%
3,849 $494,000
Q2 2024

Aug 14, 2024

BUY
$103.2 - $117.18 $3,199 - $3,632
31 Added 0.82%
3,818 $423,000
Q1 2024

May 15, 2024

SELL
$102.36 - $112.95 $54,557 - $60,202
-533 Reduced 12.34%
3,787 $424,000
Q4 2023

Feb 13, 2024

BUY
$94.2 - $113.32 $63,679 - $76,604
676 Added 18.55%
4,320 $476,000
Q3 2023

Nov 15, 2023

SELL
$98.63 - $115.87 $68,547 - $80,529
-695 Reduced 16.02%
3,644 $361,000
Q2 2023

Aug 15, 2023

BUY
$106.44 - $114.81 $30,654 - $33,065
288 Added 7.11%
4,339 $477,000
Q1 2023

May 03, 2023

BUY
$102.66 - $120.71 $114,773 - $134,953
1,118 Added 38.12%
4,051 $444,000
Q4 2022

Feb 13, 2023

SELL
$104.5 - $120.59 $313 - $361
-3 Reduced 0.1%
2,933 $345,000
Q3 2022

Nov 14, 2022

BUY
$51.06 - $135.97 $32,729 - $87,156
641 Added 27.93%
2,936 $338,000
Q2 2022

Aug 08, 2022

BUY
$115.72 - $139.12 $1,851 - $2,225
16 Added 0.7%
2,295 $291,000
Q1 2022

May 12, 2022

BUY
$115.88 - $132.56 $695 - $795
6 Added 0.26%
2,279 $301,000
Q4 2021

Feb 15, 2022

SELL
$108.34 - $120.33 $56,553 - $62,812
-522 Reduced 18.68%
2,273 $272,000
Q3 2021

Nov 15, 2021

BUY
$111.43 - $122.13 $311,446 - $341,353
2,795 New
2,795 $312,000

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
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts 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 Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.