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 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2KNew |
$205K - $241K
|
2K
$242K
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2KNew |
$205K - $241K
|
2K
$242K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.93K+ 3.41% |
$198K - $233K
|
58.7K
$7.08M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.93KNew |
$198K - $233K
|
1.93K
$233K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.86KNew |
$191K - $225K
|
1.86K
$225K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.83KNew |
$188K - $221K
|
1.83K
$221K
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.8K+ 3.6% |
$185K - $217K
|
51.7K
$6.25M
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.72K+ 1.61% |
$177K - $208K
|
109K
$13.1M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.71K+ 28.96% |
$176K - $207K
|
7.62K
$920K
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.6K+ 12.54% |
$164K - $193K
|
14.3K
$1.73M
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.55K+ 12.26% |
$159K - $187K
|
14.2K
$1.72M
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.54K+ 1.78% |
$158K - $186K
|
88.1K
$10.6M
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.49K+ 2.71% |
$153K - $180K
|
56.3K
$6.8M
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.47K+ 6.66% |
$151K - $178K
|
23.6K
$2.85M
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.47K+ 45.19% |
$151K - $177K
|
4.71K
$569K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.43K+ 8.24% |
$147K - $172K
|
18.8K
$2.26M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.42K+ 38.12% |
$145K - $171K
|
5.13K
$620K
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.41K+ 1.72% |
$145K - $171K
|
83.7K
$10.1M
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.39K+ 4.06% |
$143K - $168K
|
35.7K
$4.31M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.31KNew |
$134K - $158K
|
1.31K
$158K
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.27K+ 8.23% |
$131K - $154K
|
16.7K
$2.02M
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.26K+ 50.32% |
$129K - $152K
|
3.77K
$455K
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.24K+ 6.82% |
$127K - $150K
|
19.4K
$2.35M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.13K+ 4.82% |
$116K - $136K
|
24.6K
$2.97M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.12K+ 38.12% |
$115K - $135K
|
4.05K
$489K
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.09K+ 18.13% |
$112K - $132K
|
7.11K
$859K
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.08K+ 14.12% |
$111K - $130K
|
8.73K
$1.05M
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.07K+ 25.25% |
$110K - $130K
|
5.32K
$643K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.07K+ 4445.83% |
$110K - $129K
|
1.09K
$132K
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.07K+ 59.94% |
$110K - $129K
|
2.85K
$344K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.06K+ 11.1% |
$109K - $128K
|
10.6K
$1.28M
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.06K+ 46.7% |
$109K - $128K
|
3.33K
$402K
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.06K+ 6.91% |
$109K - $128K
|
16.4K
$1.98M
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.01KNew |
$103K - $122K
|
1.01K
$122K
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1K+ 2.9% |
$103K - $121K
|
35.5K
$4.29M
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
930+ 11.1% |
$95.5K - $112K
|
9.31K
$1.12M
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
878+ 32.92% |
$90.1K - $106K
|
3.55K
$428K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
845+ 2.49% |
$86.7K - $102K
|
34.8K
$4.2M
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
841+ 3.55% |
$86.3K - $102K
|
24.6K
$2.97M
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
804+ 2.02% |
$82.5K - $97.1K
|
40.5K
$4.89M
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
802+ 11.35% |
$82.3K - $96.8K
|
7.87K
$950K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
795+ 4.27% |
$81.6K - $96K
|
19.4K
$2.34M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
782New |
$80.3K - $94.4K
|
782
$94.4K
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
776+ 7.31% |
$79.7K - $93.7K
|
11.4K
$1.38M
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
776+ 2.26% |
$79.7K - $93.7K
|
35.2K
$4.25M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
766+ 5.6% |
$78.6K - $92.5K
|
14.5K
$1.75M
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
765+ 4.66% |
$78.5K - $92.3K
|
17.2K
$2.07M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
740+ 67.09% |
$76K - $89.3K
|
1.84K
$223K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
736+ 0.27% |
$75.6K - $88.8K
|
270K
$32.6M
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
717+ 8.87% |
$73.6K - $86.5K
|
8.8K
$1.06M
|