A detailed history of Perigon Wealth Management, LLC transactions in Dte Energy CO stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 9,483 shares of DTE stock, worth $1.19 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,483
Previous 9,466 0.18%
Holding current value
$1.19 Million
Previous $1.05 Million 15.9%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 16, 2024

BUY
$108.67 - $128.41 $1,847 - $2,182
17 Added 0.18%
9,483 $1.22 Million
Q2 2024

Aug 02, 2024

BUY
$103.2 - $117.18 $1,960 - $2,226
19 Added 0.2%
9,466 $1.05 Million
Q1 2024

Apr 29, 2024

BUY
$102.36 - $112.95 $136,650 - $150,788
1,335 Added 16.46%
9,447 $1.06 Million
Q4 2023

Jan 29, 2024

BUY
$94.2 - $113.32 $89,019 - $107,087
945 Added 13.19%
8,112 $894,000
Q3 2023

Oct 30, 2023

SELL
$98.63 - $115.87 $83,046 - $97,562
-842 Reduced 10.51%
7,167 $711,000
Q2 2023

Aug 02, 2023

BUY
$106.44 - $114.81 $852,477 - $919,513
8,009 New
8,009 $881,000
Q1 2021

May 17, 2021

SELL
$100.19 - $114.06 $87,365 - $99,460
-872 Closed
0 $0
Q4 2020

Jan 28, 2021

BUY
$96.54 - $115.06 $84,182 - $100,332
872 New
872 $106,000
Q2 2018

Aug 07, 2018

SELL
$80.6 - $89.91 $17,732 - $19,780
-220 Closed
0 $0
Q2 2017

Sep 12, 2017

BUY
N/A
220
220 $23,000

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
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