A detailed history of Paragon Private Wealth Management, LLC transactions in Dte Energy CO stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 2,853 shares of DTE stock, worth $344,528. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,853
Previous 2,586 10.32%
Holding current value
$344,528
Previous $287,000 27.53%
% of portfolio
0.19%
Previous 0.17%

Shares

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

Nov 07, 2024

BUY
$108.67 - $128.41 $29,014 - $34,285
267 Added 10.32%
2,853 $366,000
Q2 2024

Aug 12, 2024

BUY
$103.2 - $117.18 $16,821 - $19,100
163 Added 6.73%
2,586 $287,000
Q1 2024

May 13, 2024

BUY
$102.36 - $112.95 $10,543 - $11,633
103 Added 4.44%
2,423 $271,000
Q4 2023

Feb 09, 2024

SELL
$94.2 - $113.32 $13,093 - $15,751
-139 Reduced 5.65%
2,320 $255,000
Q3 2023

Nov 13, 2023

BUY
$98.63 - $115.87 $242,531 - $284,924
2,459 New
2,459 $244,000

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 Paragon Private Wealth Management, LLC Portfolio

Follow Paragon Private Wealth Management, 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 Paragon Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paragon Private Wealth Management, LLC with notifications on news.