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 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-5- 0.11% |
$513 - $604
|
4.73K
$571K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 1.32% |
$616 - $724
|
448
$54.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-6- 60.0% |
$616 - $724
|
4
$483
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7- 1.15% |
$719 - $845
|
600
$72.5K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 9.46% |
$719 - $845
|
67
$8.09K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-7- 20.59% |
$719 - $845
|
27
$3.26K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8- 0.21% |
$821 - $966
|
3.79K
$458K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-8- 3.76% |
$821 - $966
|
205
$24.8K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8- 6.78% |
$821 - $966
|
110
$13.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 20.83% |
$1.03K - $1.21K
|
38
$4.59K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-10- 11.11% |
$1.03K - $1.21K
|
80
$9.66K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-10- 0.16% |
$1.03K - $1.21K
|
6.28K
$758K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-11- 0.58% |
$1.13K - $1.33K
|
1.89K
$229K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-14- 0.57% |
$1.44K - $1.69K
|
2.42K
$293K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-16- 0.59% |
$1.64K - $1.93K
|
2.71K
$328K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-18- 0.33% |
$1.85K - $2.17K
|
5.5K
$664K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-20- 1.25% |
$2.05K - $2.41K
|
1.58K
$191K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-21- 5.15% |
$2.16K - $2.53K
|
387
$46.7K
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-22- 0.02% |
$2.26K - $2.66K
|
110K
$13.2M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-23- 54.76% |
$2.36K - $2.78K
|
19
$2.29K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-24- 24.49% |
$2.46K - $2.9K
|
74
$8.94K
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-25- 1.06% |
$2.57K - $3.02K
|
2.34K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-28- 0.61% |
$2.87K - $3.38K
|
4.57K
$552K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-29- 1.56% |
$2.98K - $3.5K
|
1.84K
$222K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-30- 0.56% |
$3.08K - $3.62K
|
5.29K
$639K
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-30- 0.23% |
$3.08K - $3.62K
|
13K
$1.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-33- 1.53% |
$3.39K - $3.98K
|
2.12K
$256K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-34- 25.56% |
$3.49K - $4.1K
|
99
$12K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-36- 32.73% |
$3.7K - $4.35K
|
74
$8.94K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-38- 20.99% |
$3.9K - $4.59K
|
143
$17.3K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-39- 27.86% |
$4K - $4.71K
|
101
$12.2K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-41- 0.96% |
$4.21K - $4.95K
|
4.25K
$513K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-45- 0.22% |
$4.62K - $5.43K
|
20.1K
$2.42M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-47- 11.38% |
$4.83K - $5.67K
|
366
$44.2K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-49- 0.71% |
$5.03K - $5.91K
|
6.89K
$833K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-55- 2.39% |
$5.65K - $6.64K
|
2.25K
$271K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-55- 4.17% |
$5.65K - $6.64K
|
1.26K
$153K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-63- 5.3% |
$6.47K - $7.6K
|
1.13K
$136K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-64- 2.16% |
$6.57K - $7.73K
|
2.91K
$351K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-64- 2.16% |
$6.57K - $7.73K
|
2.91K
$351K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-65- 6.45% |
$6.67K - $7.85K
|
943
$114K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-66- 2.73% |
$6.78K - $7.97K
|
2.36K
$284K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-71- 0.81% |
$7.29K - $8.57K
|
8.68K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-76- 3.31% |
$7.8K - $9.17K
|
2.22K
$268K
|
|
|
May 08, 2023
Q1 2023
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-82- 3.3% |
$8.42K - $9.9K
|
2.4K
$290K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-84- 81.55% |
$8.62K - $10.1K
|
19
$2.29K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-88- 2.14% |
$9.03K - $10.6K
|
4.03K
$486K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-88- 0.82% |
$9.03K - $10.6K
|
10.6K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-95- 40.95% |
$9.75K - $11.5K
|
137
$16.5K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-112- 4.93% |
$11.5K - $13.5K
|
2.16K
$261K
|