A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Dte Energy CO stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 3,827 shares of DTE stock, worth $485,952. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,827
Previous 3,827 -0.0%
Holding current value
$485,952
Previous $429,000 1.17%
% of portfolio
0.03%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

SELL
$94.2 - $113.32 $45,781 - $55,073
-486 Reduced 11.27%
3,827 $421,000
Q4 2021

Feb 07, 2022

SELL
$108.34 - $120.33 $11,592 - $12,875
-107 Reduced 2.42%
4,313 $516,000
Q2 2021

Aug 12, 2021

SELL
$110.2 - $122.68 $33,721 - $37,540
-306 Reduced 6.47%
4,420 $572,000
Q1 2021

Apr 30, 2021

BUY
$100.19 - $114.06 $601 - $684
6 Added 0.13%
4,726 $629,000
Q4 2020

Feb 16, 2021

BUY
$96.54 - $115.06 $455,668 - $543,083
4,720 New
4,720 $573,000
Q2 2018

Dec 07, 2018

SELL
$80.6 - $89.91 $138,470 - $154,465
-1,718 Closed
0 $0
Q1 2018

May 17, 2018

BUY
$83.82 - $92.3 $144,002 - $158,571
1,718 New
1,718 $179,000
Q3 2017

Oct 31, 2017

SELL
$91.06 - $96.6 $191,408 - $203,053
-2,102 Closed
0 $0
Q2 2017

Aug 08, 2017

BUY
N/A
2,102
2,102 $222,000

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 $24.6B
  • 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 Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. 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 Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.