Latest Institutional Transactions on Dte Energy CO (DTE)
This table provides information on the latest institutional transactions involving Dte Energy CO (DTE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
893+ 15.9% |
$105K - $123K
|
6.51K
$855K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.01K+ 12.16% |
$119K - $140K
|
9.31K
$1.22M
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
26+ 1.1% |
$3.06K - $3.6K
|
2.38K
$313K
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
10+ 0.42% |
$1.18K - $1.38K
|
2.37K
$311K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-294- 5.02% |
$34.6K - $40.7K
|
5.56K
$731K
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8+ 0.54% |
$941 - $1.11K
|
1.48K
$195K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
278+ 11.37% |
$32.7K - $38.4K
|
2.72K
$358K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
47New |
$5.53K - $6.5K
|
47
$6.18K
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.23KNew |
$380K - $447K
|
3.23K
$425K
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-303- 0.68% |
$35.6K - $41.9K
|
44.5K
$5.85M
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
400+ 4.0% |
$47K - $55.3K
|
10.4K
$1.37M
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-82- 0.99% |
$9.64K - $11.3K
|
8.23K
$1.08M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15- 0.37% |
$1.76K - $2.07K
|
4.04K
$530K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.45% |
$706 - $830
|
1.35K
$178K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.08% |
$118 - $138
|
1.19K
$156K
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-70- 4.1% |
$8.23K - $9.68K
|
1.64K
$215K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$235 - $277
|
5.78K
$760K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.52K+ 8.22% |
$531K - $624K
|
59.5K
$7.81M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16- 0.03% |
$1.88K - $2.21K
|
48.9K
$6.42M
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 20.0% |
$588 - $691
|
20
$2.63K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
406+ 13.99% |
$47.7K - $56.1K
|
3.31K
$435K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
25+ 0.76% |
$2.94K - $3.46K
|
3.3K
$434K
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.88K+ 9.01% |
$339K - $399K
|
34.9K
$4.59M
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10+ 0.33% |
$1.18K - $1.38K
|
3.01K
$396K
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
114+ 183.87% |
$13.4K - $15.8K
|
176
$23.1K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.19K+ 135.19% |
$611K - $718K
|
9.04K
$1.19M
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-30- 8.45% |
$3.53K - $4.15K
|
325
$42.7K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-12- 5.48% |
$1.41K - $1.66K
|
207
$27.2K
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
33+ 1.96% |
$3.88K - $4.56K
|
1.72K
$225K
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
101+ 1.0% |
$11.9K - $14K
|
10.2K
$1.34M
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.5K- 4.69% |
$294K - $346K
|
50.8K
$6.68M
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
9+ 0.54% |
$1.06K - $1.24K
|
1.67K
$220K
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-75- 4.48% |
$8.82K - $10.4K
|
1.6K
$210K
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 0.05% |
$235 - $277
|
3.67K
$482K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
156K+ 91.67% |
$18.4M - $21.6M
|
327K
$43M
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-443- 7.29% |
$52.1K - $61.3K
|
5.64K
$741K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3- 0.99% |
$353 - $415
|
299
$39.3K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.65KNew |
$193K - $227K
|
1.65K
$216K
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
95+ 2.35% |
$11.2K - $13.1K
|
4.13K
$543K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-26- 92.86% |
$3.06K - $3.6K
|
2
$263
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-325- 38.06% |
$38.2K - $44.9K
|
529
$69.5K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
264+ 3.55% |
$31K - $36.5K
|
7.71K
$1.01M
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
400New |
$47K - $55.3K
|
400
$52.6K
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.92K- 3.12% |
$226K - $265K
|
59.7K
$7.84M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
78+ 0.87% |
$9.17K - $10.8K
|
9.04K
$1.19M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.67KNew |
$196K - $230K
|
1.67K
$219K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.96% |
$588 - $691
|
525
$69K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
25+ 0.25% |
$2.94K - $3.46K
|
9.93K
$1.3M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
457+ 7.12% |
$53.7K - $63.2K
|
6.88K
$904K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
99+ 1414.29% |
$11.6K - $13.7K
|
106
$13.9K
|