Regal Investment Advisors LLC Dte Energy CO Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Dte Energy CO stock. As of the latest transaction made, Regal Investment Advisors LLC holds 2,113 shares of DTE stock, worth $254,362. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,113

Previous 2,129 0.75%

Holding current value

$254,362

Previous $236,000 14.83%

% of portfolio

0.02%

Previous 0.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$108.67 - $128.41 $1,738 - $2,054	-16 Reduced 0.75%	2,113 $271,000
Q2 2024 Aug 14, 2024	SELL	$103.2 - $117.18 $11,661 - $13,241	-113 Reduced 5.04%	2,129 $236,000
Q1 2024 May 15, 2024	BUY	$102.36 - $112.95 $11,157 - $12,311	109 Added 5.11%	2,242 $251,000
Q4 2023 Feb 14, 2024	SELL	$94.2 - $113.32 $2,166 - $2,606	-23 Reduced 1.07%	2,133 $235,000
Q3 2023 Nov 13, 2023	BUY	$98.63 - $115.87 $690 - $811	7 Added 0.33%	2,156 $214,000
Q2 2023 Aug 11, 2023	SELL	$106.44 - $114.81 $10,324 - $11,136	-97 Reduced 4.32%	2,149 $236,000
Q1 2023 May 11, 2023	SELL	$102.66 - $120.71 $5,646 - $6,639	-55 Reduced 2.39%	2,246 $246,000
Q4 2022 Mar 01, 2023	SELL	$104.5 - $120.59 $45,666 - $52,697	-437 Reduced 15.96%	2,301 $270,000
Q3 2022 Nov 15, 2022	SELL	$51.06 - $135.97 $12,458 - $33,176	-244 Reduced 8.18%	2,738 $315,000
Q2 2022 Aug 09, 2022	BUY	$115.72 - $139.12 $231 - $278	2 Added 0.07%	2,982 $378,000
Q1 2022 May 09, 2022	BUY	$115.88 - $132.56 $347 - $397	3 Added 0.1%	2,980 $394,000
Q4 2021 Feb 10, 2022	BUY	$108.34 - $120.33 $433 - $481	4 Added 0.13%	2,977 $356,000
Q3 2021 Nov 05, 2021	SELL	$111.43 - $122.13 $13,594 - $14,899	-122 Reduced 3.94%	2,973 $332,000
Q2 2021 Aug 09, 2021	BUY	$110.2 - $122.68 $341,069 - $379,694	3,095 New	3,095 $401,000
Q1 2021 May 12, 2021	SELL	$100.19 - $114.06 $298,265 - $339,556	-2,977 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$96.54 - $115.06 $287,399 - $342,533	2,977 New	2,977 $361,000
Q1 2020 May 12, 2020	SELL	$65.37 - $114.86 $166,889 - $293,237	-2,553 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$102.54 - $113.35 $205 - $226	2 Added 0.08%	2,553 $332,000
Q3 2019 Nov 15, 2019	BUY	$107.37 - $113.87 $64,636 - $68,549	602 Added 30.89%	2,551 $339,000
Q2 2019 Jul 26, 2019	BUY	$104.36 - $111.99 $208 - $223	2 Added 0.1%	1,949 $249,000
Q1 2019 May 09, 2019	SELL	$91.82 - $107.16 $109,633 - $127,949	-1,194 Reduced 38.01%	1,947 $243,000
Q4 2018 Feb 04, 2019	BUY	$92.45 - $102.09 $62,681 - $69,217	678 Added 27.53%	3,141 $346,000
Q3 2018 Nov 05, 2018	BUY	$87.79 - $97.02 $44,597 - $49,286	508 Added 25.98%	2,463 $269,000
Q2 2018 Aug 10, 2018	SELL	$80.6 - $89.91 $14,749 - $16,453	-183 Reduced 8.56%	1,955 $203,000
Q1 2018 Apr 25, 2018	BUY	$83.82 - $92.3 $179,207 - $197,337	2,138 New	2,138 $223,000
Q4 2017 Feb 06, 2018	SELL	$90.72 - $98.71 $190,965 - $207,784	-2,105 Closed	0 $0
Q3 2017 Nov 08, 2017	BUY	$91.06 - $96.6 $191,681 - $203,343	2,105	2,105 $226,000

Others Institutions Holding DTE

# of Institutions

924

Shares Held

161M

Call Options Held

223K

Put Options Held

125K

View Full List

About DTE ENERGY CO

Ticker DTE
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 193,742,000
Market Cap $23.3B
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...

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Regal Investment Advisors LLC Dte Energy CO Transaction History