Valeo Financial Advisors, LLC Dte Energy CO Transaction History

Valeo Financial Advisors, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$110.2 - $122.68 $36,145 - $40,239	-328 Closed	0 $0
Q1 2021 Apr 12, 2021	SELL	$100.19 - $114.06 $7,113 - $8,098	-71 Reduced 17.79%	328 $44,000
Q4 2020 Feb 11, 2021	SELL	$96.54 - $115.06 $9,171 - $10,930	-95 Reduced 19.23%	399 $48,000
Q3 2020 Oct 28, 2020	SELL	$90.78 - $102.52 $9,078 - $10,252	-100 Reduced 16.84%	494 $57,000
Q2 2020 Jul 20, 2020	SELL	$74.15 - $99.92 $4,300 - $5,795	-58 Reduced 8.9%	594 $64,000
Q4 2019 Jan 24, 2020	SELL	$102.54 - $113.35 $20,508 - $22,670	-200 Reduced 23.47%	652 $85,000
Q3 2019 Oct 15, 2019	SELL	$107.37 - $113.87 $2,684 - $2,846	-25 Reduced 2.85%	852 $113,000
Q2 2019 Jul 10, 2019	SELL	$104.36 - $111.99 $3,652 - $3,919	-35 Reduced 3.84%	877 $112,000
Q1 2019 Apr 12, 2019	SELL	$91.82 - $107.16 $642 - $750	-7 Reduced 0.76%	912 $114,000
Q4 2018 Jan 30, 2019	BUY	$92.45 - $102.09 $5,362 - $5,921	58 Added 6.74%	919 $101,000
Q3 2018 Nov 01, 2018	SELL	$87.79 - $97.02 $60,487 - $66,846	-689 Reduced 44.45%	861 $97,000
Q2 2018 Aug 14, 2018	BUY	$80.6 - $89.91 $58,918 - $65,724	731 Added 89.26%	1,550 $172,000
Q1 2018 Apr 12, 2018	BUY	$83.82 - $92.3 $670 - $738	8 Added 0.99%	819 $86,000
Q4 2017 Feb 09, 2018	BUY	$90.72 - $98.71 $37,739 - $41,063	416 Added 105.32%	811 $89,000
Q3 2017 Nov 14, 2017	BUY	$91.06 - $96.6 $35,968 - $38,157	395	395 $42,000

923

160M

223K

125K

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...

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