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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.53KNew |
$157K - $173K
|
1.53K
$185K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.47KNew |
$150K - $166K
|
1.47K
$177K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.45KNew |
$149K - $164K
|
1.45K
$175K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
1.38KNew |
$141K - $155K
|
1.38K
$166K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 8.94% |
$139K - $153K
|
16.5K
$2M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 16.46% |
$137K - $151K
|
9.45K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.32KNew |
$135K - $149K
|
1.32K
$159K
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.29K+ 1.19% |
$132K - $146K
|
109K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 12.14% |
$129K - $143K
|
11.7K
$1.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.22K+ 3.86% |
$125K - $138K
|
32.8K
$3.96M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.18K+ 163.94% |
$121K - $134K
|
1.9K
$230K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.15K+ 119.64% |
$117K - $129K
|
2.1K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.11K+ 15.22% |
$114K - $125K
|
8.41K
$1.02M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
1.08K+ 14.75% |
$111K - $122K
|
8.4K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.03K+ 30.95% |
$105K - $116K
|
4.34K
$524K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 312.5% |
$105K - $116K
|
1.35K
$163K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
984+ 48.62% |
$101K - $111K
|
3.01K
$363K
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
973+ 40.99% |
$99.6K - $110K
|
3.35K
$404K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
927+ 10.49% |
$94.9K - $105K
|
9.76K
$1.18M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
925+ 43.67% |
$94.7K - $104K
|
3.04K
$367K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
899+ 3.79% |
$92K - $102K
|
24.6K
$2.97M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
899+ 661.03% |
$92K - $102K
|
1.04K
$125K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
878+ 11.32% |
$89.9K - $99.2K
|
8.63K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
852New |
$87.2K - $96.2K
|
852
$103K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
833+ 13.27% |
$85.3K - $94.1K
|
7.11K
$858K
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
829+ 35.16% |
$84.9K - $93.6K
|
3.19K
$385K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
816+ 20.52% |
$83.5K - $92.2K
|
4.79K
$579K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
813+ 4.53% |
$83.2K - $91.8K
|
18.8K
$2.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
794+ 19.7% |
$81.3K - $89.7K
|
4.83K
$583K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
775+ 2.29% |
$79.3K - $87.5K
|
34.6K
$4.18M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
750+ 13.99% |
$76.8K - $84.7K
|
6.11K
$738K
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
747+ 3.25% |
$76.5K - $84.4K
|
23.7K
$2.87M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
747+ 16.21% |
$76.5K - $84.4K
|
5.36K
$647K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
710+ 825.58% |
$72.7K - $80.2K
|
796
$96.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
699+ 12.09% |
$71.5K - $79K
|
6.48K
$783K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
678+ 0.19% |
$69.4K - $76.6K
|
351K
$42.4M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
630+ 0.69% |
$64.5K - $71.2K
|
92.1K
$11.1M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
618+ 0.34% |
$63.3K - $69.8K
|
181K
$21.9M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
612New |
$62.6K - $69.1K
|
612
$73.9K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
600+ 5.61% |
$61.4K - $67.8K
|
11.3K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
589+ 4.28% |
$60.3K - $66.5K
|
14.3K
$1.73M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
573+ 25.04% |
$58.7K - $64.7K
|
2.86K
$345K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
542New |
$55.5K - $61.2K
|
542
$65.5K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
529+ 1.06% |
$54.1K - $59.8K
|
50.6K
$6.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
529+ 8.24% |
$54.1K - $59.8K
|
6.95K
$839K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
519New |
$53.1K - $58.6K
|
519
$62.7K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
514+ 104.47% |
$52.6K - $58.1K
|
1.01K
$121K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
511+ 2.36% |
$52.3K - $57.7K
|
22.2K
$2.68M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
509New |
$52.1K - $57.5K
|
509
$61.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
500New |
$51.2K - $56.5K
|
500
$60.4K
|