A detailed history of New Edge Wealth, LLC transactions in Dte Energy CO stock. As of the latest transaction made, New Edge Wealth, LLC holds 3,436 shares of DTE stock, worth $431,046. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,436
Previous 2,206 55.76%
Holding current value
$431,046
Previous $244,000 80.74%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$108.67 - $128.41 $133,664 - $157,944
1,230 Added 55.76%
3,436 $441,000
Q2 2024

Aug 01, 2024

SELL
$103.2 - $117.18 $7,017 - $7,968
-68 Reduced 2.99%
2,206 $244,000
Q1 2024

May 06, 2024

SELL
$102.36 - $112.95 $149,036 - $164,455
-1,456 Reduced 39.03%
2,274 $255,000
Q4 2023

Jan 29, 2024

SELL
$94.2 - $113.32 $282 - $339
-3 Reduced 0.08%
3,730 $411,000
Q2 2023

Aug 09, 2023

SELL
$106.44 - $114.81 $4,257 - $4,592
-40 Reduced 1.06%
3,733 $410,000
Q1 2023

May 08, 2023

SELL
$102.66 - $120.71 $156,043 - $183,479
-1,520 Reduced 28.72%
3,773 $413,000
Q4 2022

Feb 14, 2023

SELL
$104.5 - $120.59 $94,050 - $108,531
-900 Reduced 14.53%
5,293 $622,000
Q3 2022

Nov 14, 2022

SELL
$51.06 - $135.97 $204 - $543
-4 Reduced 0.06%
6,193 $713,000
Q2 2022

Aug 09, 2022

BUY
$115.72 - $139.12 $462 - $556
4 Added 0.06%
6,197 $785,000
Q1 2022

May 10, 2022

BUY
$115.88 - $132.56 $717,644 - $820,944
6,193 New
6,193 $819,000

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 $24.3B
  • 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 New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, 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 New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.