Latest Institutional Purchases of Dte Energy CO (DTE)
This list provides information on the latest institutional transactions involving Dte Energy CO (DTE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
29New |
$3.69K - $4.05K
|
29
$3.92K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
29+ 0.37% |
$3.69K - $4.05K
|
7.91K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
28New |
$3.57K - $3.91K
|
28
$3.78K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
28+ 1.68% |
$3.57K - $3.91K
|
1.69K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
27+ 0.41% |
$3.44K - $3.77K
|
6.62K
$894K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
26+ 0.51% |
$3.31K - $3.63K
|
5.13K
$693K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
26+ 1.43% |
$3.31K - $3.63K
|
1.85K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
25+ 0.27% |
$3.18K - $3.49K
|
9.28K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
25+ 0.74% |
$3.18K - $3.49K
|
3.41K
$461K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
24+ 3.59% |
$3.06K - $3.35K
|
693
$93.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
20+ 12.27% |
$2.55K - $2.79K
|
183
$24.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18+ 0.31% |
$2.29K - $2.51K
|
5.78K
$780K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
18+ 1.12% |
$2.29K - $2.51K
|
1.62K
$219K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
16+ 0.27% |
$2.04K - $2.23K
|
6K
$810K
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
16+ 0.81% |
$2.04K - $2.23K
|
1.99K
$269K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
16+ 8.0% |
$2.04K - $2.23K
|
216
$29.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 31.91% |
$1.91K - $2.09K
|
62
$8.38K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
15+ 0.91% |
$1.91K - $2.09K
|
1.66K
$224K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 1.44% |
$1.91K - $2.09K
|
1.06K
$143K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 0.72% |
$1.91K - $2.09K
|
2.09K
$282K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
14+ 0.61% |
$1.78K - $1.95K
|
2.29K
$310K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
14+ 100.0% |
$1.78K - $1.95K
|
28
$3.78K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 2.48% |
$1.66K - $1.81K
|
537
$72.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
13+ 0.23% |
$1.66K - $1.81K
|
5.61K
$757K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
12+ 0.4% |
$1.53K - $1.67K
|
2.98K
$403K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12+ 0.55% |
$1.53K - $1.67K
|
2.21K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.55% |
$1.4K - $1.53K
|
2.02K
$272K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 8.21% |
$1.4K - $1.53K
|
145
$19.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 32.26% |
$1.27K - $1.39K
|
41
$5.54K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
10+ 3.92% |
$1.27K - $1.39K
|
265
$35.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
10+ 3.92% |
$1.27K - $1.39K
|
265
$35.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10+ 50.0% |
$1.27K - $1.39K
|
30
$4.05K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
9+ 13.43% |
$1.15K - $1.26K
|
76
$10.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 33.33% |
$1.15K - $1.26K
|
36
$4.86K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
9+ 0.79% |
$1.15K - $1.26K
|
1.16K
$156K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
8+ 20.51% |
$1.02K - $1.12K
|
47
$6.35K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8+ 66.67% |
$1.02K - $1.12K
|
20
$2.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.2% |
$1.02K - $1.12K
|
3.94K
$532K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
8+ 0.41% |
$1.02K - $1.12K
|
1.96K
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
7New |
$892 - $976
|
7
$946
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 5.88% |
$892 - $976
|
126
$17K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
7+ 0.42% |
$892 - $976
|
1.68K
$227K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7+ 0.34% |
$892 - $976
|
2.08K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
6New |
$764 - $837
|
6
$811
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6+ 100.0% |
$764 - $837
|
12
$1.62K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6+ 22.22% |
$764 - $837
|
33
$4.46K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
6New |
$764 - $837
|
6
$811
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.44% |
$764 - $837
|
1.36K
$183K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
6+ 0.1% |
$764 - $837
|
5.75K
$776K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.86% |
$764 - $837
|
703
$95K
|