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 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
99+ 1414.29% |
$11.6K - $13.7K
|
106
$13.9K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
727+ 9.91% |
$85.5K - $101K
|
8.06K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 52.64% |
$173K - $204K
|
4.27K
$561K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-10- 2.76% |
$1.18K - $1.38K
|
352
$46.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-459- 1.34% |
$54K - $63.5K
|
33.7K
$4.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13+ 0.52% |
$1.53K - $1.8K
|
2.53K
$332K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.18M- 99.28% |
$138M - $162M
|
8.56K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-57- 1.85% |
$6.7K - $7.88K
|
3.02K
$397K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
502+ 4.37% |
$59K - $69.4K
|
12K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
24+ 0.3% |
$2.82K - $3.32K
|
8.1K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-38- 2.4% |
$4.47K - $5.25K
|
1.55K
$203K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2- 0.06% |
$235 - $277
|
3.34K
$439K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$235 - $277
|
2
$263
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1+ 20.0% |
$118 - $138
|
6
$789
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4New |
$470 - $553
|
4
$526
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.11K+ 15.74% |
$248K - $292K
|
15.5K
$2.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-50- 0.97% |
$5.88K - $6.91K
|
5.1K
$670K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 29.41% |
$1.18K - $1.38K
|
44
$5.78K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-279- 2.35% |
$32.8K - $38.6K
|
11.6K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
485K+ 1616.67% |
$57M - $67.1M
|
515K
$67.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-346- 1.91% |
$40.7K - $47.8K
|
17.8K
$2.33M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-232- 32.31% |
$27.3K - $32.1K
|
486
$63.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
200+ 4.75% |
$23.5K - $27.7K
|
4.41K
$580K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.49K+ 28.89% |
$175K - $205K
|
6.63K
$871K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-178- 23.0% |
$20.9K - $24.6K
|
596
$78.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
28+ 38.36% |
$3.29K - $3.87K
|
101
$13.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
43+ 3.06% |
$5.06K - $5.95K
|
1.45K
$190K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
1.51KNew |
$177K - $209K
|
1.51K
$198K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
21+ 0.38% |
$2.47K - $2.9K
|
5.57K
$732K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
275+ 12.65% |
$32.3K - $38K
|
2.45K
$322K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
146+ 8.09% |
$17.2K - $20.2K
|
1.95K
$256K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-654- 2.91% |
$76.9K - $90.4K
|
21.8K
$2.86M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 112.5% |
$1.06K - $1.24K
|
17
$2.23K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-73- 3.29% |
$8.58K - $10.1K
|
2.14K
$282K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
1.58KNew |
$186K - $218K
|
1.58K
$208K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-76.6K- 14.46% |
$8.97M - $9.94M
|
453K
$59.6M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
2.77KNew |
$324K - $359K
|
2.77K
$364K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.45K- 8.84% |
$755K - $838K
|
66.5K
$8.74M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
152+ 1.18% |
$17.8K - $19.7K
|
13K
$1.71M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-40.1K- 10.66% |
$4.69M - $5.2M
|
336K
$44.2M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
4.64K+ 33.5% |
$543K - $602K
|
18.5K
$2.43M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4- 0.22% |
$468 - $519
|
1.82K
$239K
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
12+ 0.59% |
$1.4K - $1.56K
|
2.06K
$270K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
14+ 0.76% |
$1.64K - $1.82K
|
1.86K
$244K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
293New |
$34.3K - $38K
|
293
$38.5K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
75New |
$8.78K - $9.73K
|
75
$9.86K
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.71KNew |
$200K - $222K
|
1.71K
$225K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 26.32% |
$585 - $649
|
24
$3.15K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
16New |
$1.87K - $2.08K
|
16
$2.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.76KNew |
$206K - $228K
|
1.76K
$231K
|
|