Purchases and Sales Made in Q1 2023 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q1 2023. The information is specifically focused on institutions that hold shares of DTE ENERGY CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-528- 17.68% |
$54.2K - $63.7K
|
2.46K
$297K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-548- 10.41% |
$56.3K - $66.1K
|
4.71K
$569K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-578- 8.71% |
$59.3K - $69.8K
|
6.06K
$731K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-599- 1.18% |
$61.5K - $72.3K
|
50K
$6.04M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-609- 35.95% |
$62.5K - $73.5K
|
1.09K
$131K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-617- 13.78% |
$63.3K - $74.5K
|
3.86K
$466K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-620- 9.78% |
$63.6K - $74.8K
|
5.72K
$691K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-625- 14.51% |
$64.2K - $75.4K
|
3.68K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-627- 1.46% |
$64.4K - $75.7K
|
42.4K
$5.12M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-709- 15.68% |
$72.8K - $85.6K
|
3.81K
$460K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-751- 15.28% |
$77.1K - $90.7K
|
4.17K
$503K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-759- 68.5% |
$77.9K - $91.6K
|
349
$42.1K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-760- 26.14% |
$78K - $91.7K
|
2.15K
$259K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-794- 11.32% |
$81.5K - $95.8K
|
6.22K
$751K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-829- 6.19% |
$85.1K - $100K
|
12.6K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-834- 0.04% |
$85.6K - $101K
|
1.98M
$239M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-877- 26.26% |
$90K - $106K
|
2.46K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-894- 4.22% |
$91.8K - $108K
|
20.3K
$2.45M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-897- 11.24% |
$92.1K - $108K
|
7.08K
$855K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-948- 7.47% |
$97.3K - $114K
|
11.7K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.04K- 13.08% |
$107K - $126K
|
6.93K
$837K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.08K- 12.94% |
$111K - $131K
|
7.3K
$881K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.2K- 8.84% |
$123K - $145K
|
12.4K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-1.2K- 31.28% |
$123K - $145K
|
2.64K
$318K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 91.4% |
$128K - $150K
|
117
$14.1K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.26K- 17.5% |
$129K - $151K
|
5.92K
$714K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-1.34K- 13.09% |
$137K - $161K
|
8.88K
$1.07M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-1.36K- 15.46% |
$140K - $164K
|
7.44K
$898K
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1.41K- 0.53% |
$144K - $170K
|
263K
$31.7M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.44K- 74.78% |
$148K - $174K
|
485
$58.6K
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.45K- 1.39% |
$149K - $175K
|
103K
$12.4M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.52K- 28.72% |
$156K - $183K
|
3.77K
$456K
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.53K- 28.84% |
$157K - $184K
|
3.77K
$455K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.55K- 3.76% |
$159K - $187K
|
39.6K
$4.79M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.62K- 4.05% |
$166K - $195K
|
38.3K
$4.62M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.77K- 18.58% |
$182K - $214K
|
7.77K
$938K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.88K- 24.06% |
$193K - $227K
|
5.94K
$717K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.92K- 13.77% |
$197K - $231K
|
12K
$1.45M
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.94KClosed |
$199K - $235K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.96K- 1.08% |
$202K - $237K
|
179K
$21.7M
|
|
|
May 15, 2023
Q1 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-2K- 33.33% |
$205K - $241K
|
4K
$483K
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-2.05K- 1.86% |
$211K - $248K
|
108K
$13.1M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.06K- 6.44% |
$212K - $249K
|
30K
$3.62M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.2K- 20.52% |
$226K - $266K
|
8.53K
$1.03M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.29K- 5.62% |
$236K - $277K
|
38.5K
$4.65M
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.48K- 53.5% |
$254K - $299K
|
2.15K
$260K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.54K- 22.67% |
$261K - $307K
|
8.67K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3K- 46.34% |
$308K - $362K
|
3.48K
$420K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.26K- 1.05% |
$334K - $393K
|
306K
$37M
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-3.3K- 9.86% |
$339K - $398K
|
30.2K
$3.65M
|