Lido Advisors, LLC Dte Energy CO Transaction History

Lido Advisors, LLC

$16.8 Billion
Q1 2024

A detailed history of Lido Advisors, LLC transactions in Dte Energy CO stock. As of the latest transaction made, Lido Advisors, LLC holds 5,016 shares of DTE stock, worth $547,947. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,016

Previous 4,786 4.81%

Holding current value

$547,947

Previous $527,000 6.64%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$102.36 - $112.95 $23,542 - $25,978	230 Added 4.81%	5,016 $562,000
Q4 2023 Feb 14, 2024	BUY	$94.2 - $113.32 $35,042 - $42,155	372 Added 8.43%	4,786 $527,000
Q3 2023 Nov 14, 2023	BUY	$98.63 - $115.87 $120,427 - $141,477	1,221 Added 38.24%	4,414 $438,000
Q2 2023 Aug 09, 2023	BUY	$106.44 - $114.81 $78,126 - $84,270	734 Added 29.85%	3,193 $351,000
Q1 2023 May 15, 2023	SELL	$102.66 - $120.71 $30,798 - $36,213	-300 Reduced 10.87%	2,459 $269,000

Q4 2022 Feb 14, 2023	BUY	$104.5 - $120.59 $33,858 - $39,071	324 Added 13.31%	2,759 $324,000
Q3 2022 Nov 14, 2022	BUY	$51.06 - $135.97 $17,717 - $47,181	347 Added 16.62%	2,435 $279,000
Q2 2022 Aug 15, 2022	SELL	$115.72 - $139.12 $9,836 - $11,825	-85 Reduced 3.91%	2,088 $264,000
Q1 2022 May 17, 2022	SELL	$115.88 - $132.56 $53,536 - $61,242	-462 Reduced 17.53%	2,173 $287,000
Q4 2021 Feb 15, 2022	BUY	$108.34 - $120.33 $22,101 - $24,547	204 Added 8.39%	2,635 $314,000
Q3 2021 Nov 12, 2021	BUY	$111.43 - $122.13 $3,120 - $3,419	28 Added 1.17%	2,431 $274,000
Q2 2021 Aug 12, 2021	BUY	$110.2 - $122.68 $38,239 - $42,569	347 Added 16.88%	2,403 $314,000
Q1 2021 May 13, 2021	BUY	$100.19 - $114.06 $37,771 - $43,000	377 Added 22.45%	2,056 $276,000
Q4 2020 Feb 08, 2021	SELL	$96.54 - $115.06 $55,317 - $65,929	-573 Reduced 25.44%	1,679 $206,000
Q3 2020 Nov 12, 2020	BUY	$90.78 - $102.52 $1,543 - $1,742	17 Added 0.76%	2,252 $261,000
Q2 2020 Aug 12, 2020	BUY	$74.15 - $99.92 $222 - $299	3 Added 0.13%	2,235 $243,000
Q1 2020 May 13, 2020	BUY	$65.37 - $114.86 $30,985 - $54,443	474 Added 26.96%	2,232 $214,000
Q4 2019 Feb 07, 2020	BUY	$102.54 - $113.35 $7,075 - $7,821	69 Added 4.09%	1,758 $230,000
Q3 2019 Nov 12, 2019	BUY	$107.37 - $113.87 $6,979 - $7,401	65 Added 4.0%	1,689 $226,000
Q2 2019 Aug 14, 2019	SELL	$104.36 - $111.99 $417 - $447	-4 Reduced 0.25%	1,624 $209,000
Q1 2019 May 10, 2019	SELL	$91.82 - $107.16 $90,534 - $105,659	-986 Reduced 37.72%	1,628 $204,000
Q3 2018 Nov 14, 2018	SELL	$87.79 - $97.02 $17,558 - $19,404	-200 Reduced 7.11%	2,614 $287,000
Q2 2018 Aug 14, 2018	BUY	$80.6 - $89.91 $4,271 - $4,765	53 Added 1.92%	2,814 $291,000
Q1 2018 May 10, 2018	BUY	$83.82 - $92.3 $231,427 - $254,840	2,761 New	2,761 $288,000

Others Institutions Holding DTE

# of Institutions

855

Shares Held

160M

Call Options Held

161K

Put Options Held

384K

View Full List

About DTE ENERGY CO

Ticker DTE
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 193,742,000
Market Cap $21.2B
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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Lido Advisors, LLC Dte Energy CO Transaction History