Purchases and Sales Made in Q1 2024 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q1 2024. 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 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.8K+ 70.88% |
$287K - $316K
|
6.75K
$815K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.77K+ 10.79% |
$283K - $313K
|
28.4K
$3.43M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.66KNew |
$272K - $301K
|
2.66K
$321K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.59KNew |
$265K - $292K
|
2.59K
$313K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
2.51KNew |
$257K - $283K
|
2.51K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.47KNew |
$253K - $279K
|
2.47K
$298K
|
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.47KNew |
$253K - $279K
|
2.47K
$298K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.46KNew |
$252K - $278K
|
2.46K
$297K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
2.44K+ 17.83% |
$249K - $275K
|
16.1K
$1.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.43K+ 7.35% |
$249K - $275K
|
35.5K
$4.29M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.43KNew |
$249K - $274K
|
2.43K
$293K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.43KNew |
$248K - $274K
|
2.43K
$293K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.42KNew |
$248K - $273K
|
2.42K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.41K+ 80300.0% |
$247K - $272K
|
2.41K
$291K
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.39KNew |
$245K - $270K
|
2.39K
$288K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
2.36KNew |
$242K - $267K
|
2.36K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
2.33KNew |
$238K - $263K
|
2.33K
$281K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.31K+ 17.04% |
$237K - $261K
|
15.9K
$1.92M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.28KNew |
$233K - $257K
|
2.28K
$275K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.27KNew |
$233K - $257K
|
2.27K
$274K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
2.18K+ 19.1% |
$223K - $246K
|
13.6K
$1.64M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.12KNew |
$217K - $239K
|
2.12K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.08KNew |
$213K - $235K
|
2.08K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.08KNew |
$213K - $235K
|
2.08K
$251K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.07K+ 24.89% |
$212K - $234K
|
10.4K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.03K+ 12.22% |
$207K - $229K
|
18.6K
$2.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.01KNew |
$206K - $227K
|
2.01K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2K+ 35.36% |
$205K - $226K
|
7.65K
$924K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2K+ 47.72% |
$204K - $225K
|
6.18K
$746K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
1.98KNew |
$203K - $224K
|
1.98K
$239K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.94K+ 0.16% |
$198K - $219K
|
1.19M
$143M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.91K+ 15.82% |
$196K - $216K
|
14K
$1.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.9K+ 17.91% |
$195K - $215K
|
12.5K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
1.9K+ 7.18% |
$194K - $214K
|
28.3K
$3.42M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.83K+ 62.48% |
$188K - $207K
|
4.76K
$575K
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1.83KNew |
$187K - $207K
|
1.83K
$221K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.83KNew |
$187K - $207K
|
1.83K
$221K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.8KNew |
$184K - $203K
|
1.8K
$217K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.79K+ 59.57% |
$183K - $202K
|
4.79K
$579K
|
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
1.75K+ 1.01% |
$179K - $197K
|
175K
$21.1M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.75K+ 90.81% |
$179K - $197K
|
3.67K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.74K+ 2.3% |
$178K - $196K
|
77.1K
$9.31M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.72K+ 7.12% |
$176K - $194K
|
25.8K
$3.12M
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.6KNew |
$164K - $181K
|
1.6K
$193K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.59K+ 5.05% |
$163K - $180K
|
33.1K
$3.99M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.57K+ 5.87% |
$160K - $177K
|
28.2K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
1.56K+ 2.38% |
$160K - $176K
|
67K
$8.09M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.56K+ 16.89% |
$159K - $176K
|
10.8K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.55K+ 9.64% |
$159K - $175K
|
17.6K
$2.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.54K+ 6.19% |
$158K - $174K
|
26.5K
$3.2M
|