A detailed history of Quantum Financial Advisors, LLC transactions in Dte Energy CO stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 2,656 shares of DTE stock, worth $376,036. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,656
Previous 1,958 35.65%
Holding current value
$376,036
Previous $259,000 44.79%
% of portfolio
0.07%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025

BUY
$130.26 - $141.49 $90,921 - $98,760
698 Added 35.65%
2,656 $375,000
Q2 2025

Jul 11, 2025

BUY
$127.39 - $139.49 $1,019 - $1,115
8 Added 0.41%
1,958 $259,000
Q1 2025

Apr 08, 2025

BUY
$117.6 - $138.27 $17,169 - $20,187
146 Added 8.09%
1,950 $269,000
Q4 2024

Jan 13, 2025

SELL
$117.04 - $129.77 $16,970 - $18,816
-145 Reduced 7.44%
1,804 $217,000
Q1 2024

Apr 26, 2024

SELL
$102.36 - $112.95 $1,433 - $1,581
-14 Reduced 0.71%
1,949 $218,000
Q4 2023

Jan 08, 2024

BUY
$94.2 - $113.32 $184,914 - $222,447
1,963 New
1,963 $216,000
Q4 2022

Jan 17, 2023

BUY
$104.5 - $120.59 $522 - $602
5 Added 0.26%
1,931 $0
Q3 2022

Oct 24, 2022

BUY
$51.06 - $135.97 $51 - $135
1 Added 0.05%
1,926 $222,000
Q2 2022

Aug 15, 2022

BUY
$115.72 - $139.12 $222,761 - $267,806
1,925 New
1,925 $255,000

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 $27.4B
  • 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
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