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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
324+ 7.63% |
$34.5K - $37.2K
|
4.57K
$554K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-21- 1.04% |
$2.24K - $2.41K
|
2K
$242K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-451- 98.69% |
$48K - $51.8K
|
6
$727
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
267New |
$28.4K - $30.7K
|
267
$32.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
263New |
$28K - $30.2K
|
263
$31.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 6.25% |
$106 - $115
|
17
$2.06K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5+ 0.14% |
$532 - $574
|
3.63K
$439K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3- 75.0% |
$319 - $344
|
1
$121
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-439- 14.37% |
$46.7K - $50.4K
|
2.62K
$317K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-91- 4.12% |
$9.69K - $10.4K
|
2.12K
$257K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-34- 0.62% |
$3.62K - $3.9K
|
5.46K
$662K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.74K- 36.83% |
$185K - $199K
|
2.98K
$360K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
228+ 2.34% |
$24.3K - $26.2K
|
9.98K
$1.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-121- 3.0% |
$12.9K - $13.9K
|
3.91K
$473K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
38.4KNew |
$4.09M - $4.41M
|
38.4K
$4.65M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.89KNew |
$201K - $217K
|
1.89K
$229K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.18KNew |
$551K - $595K
|
5.18K
$627K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.36K- 42.48% |
$145K - $156K
|
1.84K
$223K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.46% |
$106 - $115
|
217
$26.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-214- 76.16% |
$22.8K - $24.6K
|
67
$8.11K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
180New |
$19.2K - $20.7K
|
180
$21.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-50- 1.76% |
$5.32K - $5.74K
|
2.8K
$339K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 33.33% |
$319 - $344
|
12
$1.45K
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.2K+ 14.54% |
$128K - $138K
|
9.47K
$1.15M
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.94KClosed |
$199K - $235K
|
0
$0
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.32KNew |
$546K - $642K
|
5.32K
$644K
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
242+ 0.72% |
$24.8K - $29.2K
|
33.8K
$4.1M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.12KNew |
$320K - $376K
|
3.12K
$378K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-36- 32.73% |
$3.7K - $4.35K
|
74
$8.96K
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-228- 5.87% |
$23.4K - $27.5K
|
3.65K
$442K
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-1.2K- 31.28% |
$123K - $145K
|
2.64K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-751- 15.28% |
$77.1K - $90.7K
|
4.17K
$504K
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
878+ 32.92% |
$90.1K - $106K
|
3.55K
$429K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
5.56K+ 267.9% |
$571K - $671K
|
7.63K
$924K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5- 0.15% |
$513 - $604
|
3.37K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
4.62K+ 21.49% |
$474K - $557K
|
26.1K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
3.9KNew |
$401K - $471K
|
3.9K
$472K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
704New |
$72.3K - $85K
|
704
$85.2K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
250New |
$25.7K - $30.2K
|
250
$30.3K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.07KNew |
$212K - $250K
|
2.07K
$250K
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-38.4K- 91.04% |
$3.94M - $4.63M
|
3.77K
$457K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-10- 0.16% |
$1.03K - $1.21K
|
6.28K
$760K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.86KNew |
$704K - $828K
|
6.86K
$830K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-150- 3.21% |
$15.4K - $18.1K
|
4.53K
$548K
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
8.06KNew |
$827K - $972K
|
8.06K
$975K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
19.2KNew |
$1.97M - $2.31M
|
19.2K
$2.32M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
200New |
$20.5K - $24.1K
|
200
$24.2K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-21- 5.15% |
$2.16K - $2.53K
|
387
$46.9K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2KNew |
$205K - $241K
|
2K
$242K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.53MNew |
$157M - $185M
|
1.53M
$186M
|
|