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 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
236+ 10.72% |
$24.2K - $28.5K
|
2.44K
$294K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
231+ 462.0% |
$23.7K - $27.9K
|
281
$33.9K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
228New |
$23.4K - $27.5K
|
228
$27.5K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
225+ 4.65% |
$23.1K - $27.2K
|
5.07K
$612K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
224+ 2.36% |
$23K - $27K
|
9.71K
$1.17M
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
222+ 1.85% |
$22.8K - $26.8K
|
12.2K
$1.47M
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
220+ 7.72% |
$22.6K - $26.6K
|
3.07K
$371K
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
217+ 8.38% |
$22.3K - $26.2K
|
2.81K
$339K
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
216+ 10.12% |
$22.2K - $26.1K
|
2.35K
$284K
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
210+ 3.86% |
$21.6K - $25.3K
|
5.65K
$682K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
200+ 82.64% |
$20.5K - $24.1K
|
442
$53.4K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
200New |
$20.5K - $24.1K
|
200
$24.2K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
199+ 9.0% |
$20.4K - $24K
|
2.41K
$291K
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
186+ 34.25% |
$19.1K - $22.5K
|
729
$88K
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
184+ 94.36% |
$18.9K - $22.2K
|
379
$45.8K
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
182+ 2275.0% |
$18.7K - $22K
|
190
$22.9K
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
168+ 6.54% |
$17.2K - $20.3K
|
2.74K
$330K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
165New |
$16.9K - $19.9K
|
165
$19.9K
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
164+ 21.03% |
$16.8K - $19.8K
|
944
$114K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
161+ 6.17% |
$16.5K - $19.4K
|
2.77K
$334K
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
150+ 5000.0% |
$15.4K - $18.1K
|
153
$18.5K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
144+ 0.27% |
$14.8K - $17.4K
|
52.6K
$6.35M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
141+ 6.87% |
$14.5K - $17K
|
2.19K
$265K
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
140+ 0.62% |
$14.4K - $16.9K
|
22.8K
$2.76M
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
137+ 3.61% |
$14.1K - $16.5K
|
3.93K
$474K
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
130+ 0.0% |
$13.3K - $15.7K
|
23.4M
$2.83B
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
125+ 7.1% |
$12.8K - $15.1K
|
1.89K
$228K
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
123+ 1.34% |
$12.6K - $14.8K
|
9.27K
$1.12M
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
123+ 14.29% |
$12.6K - $14.8K
|
984
$119K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
121+ 1.26% |
$12.4K - $14.6K
|
9.76K
$1.18M
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
117New |
$12K - $14.1K
|
117
$14.1K
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
115+ 5.63% |
$11.8K - $13.9K
|
2.16K
$260K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
113+ 3.12% |
$11.6K - $13.6K
|
3.74K
$451K
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
112+ 3.32% |
$11.5K - $13.5K
|
3.49K
$421K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
111+ 3.8% |
$11.4K - $13.4K
|
3.03K
$366K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
103+ 0.74% |
$10.6K - $12.4K
|
14.1K
$1.7M
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.29% |
$10.3K - $12.1K
|
34.4K
$4.15M
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
100New |
$10.3K - $12.1K
|
100
$12.1K
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.8% |
$10.3K - $12.1K
|
12.6K
$1.52M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$10.3K - $12.1K
|
100
$12.1K
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
95+ 0.29% |
$9.75K - $11.5K
|
32.8K
$3.97M
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
89+ 0.6% |
$9.14K - $10.7K
|
15K
$1.81M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
89+ 2.28% |
$9.14K - $10.7K
|
3.99K
$481K
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
87+ 0.57% |
$8.93K - $10.5K
|
15.3K
$1.85M
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
79+ 1.79% |
$8.11K - $9.54K
|
4.49K
$543K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
74+ 3.85% |
$7.6K - $8.93K
|
1.99K
$241K
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
71+ 5.91% |
$7.29K - $8.57K
|
1.27K
$154K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
70New |
$7.19K - $8.45K
|
70
$8.45K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
68+ 0.25% |
$6.98K - $8.21K
|
27.3K
$3.3M
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
58+ 22.39% |
$5.95K - $7K
|
317
$38.3K
|