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
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
123+ 0.87% |
$12.6K - $13.9K
|
14.3K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
119+ 4.92% |
$12.2K - $13.4K
|
2.54K
$306K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
117+ 1.09% |
$12K - $13.2K
|
10.8K
$1.31M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
114+ 4.15% |
$11.7K - $12.9K
|
2.86K
$345K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
113+ 3.21% |
$11.6K - $12.8K
|
3.63K
$439K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
109+ 5.11% |
$11.2K - $12.3K
|
2.24K
$271K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
107+ 0.26% |
$11K - $12.1K
|
41.9K
$5.06M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
106+ 2.89% |
$10.9K - $12K
|
3.77K
$455K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
105+ 2.16% |
$10.7K - $11.9K
|
4.97K
$600K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
103+ 4.44% |
$10.5K - $11.6K
|
2.42K
$293K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100New |
$10.2K - $11.3K
|
100
$12.1K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
100New |
$10.2K - $11.3K
|
100
$12.1K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.18% |
$10.2K - $11.3K
|
56.6K
$6.83M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
100New |
$10.2K - $11.3K
|
100
$12.1K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
94+ 3.15% |
$9.62K - $10.6K
|
3.08K
$372K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
89+ 287.1% |
$9.11K - $10.1K
|
120
$14.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
88+ 1.03% |
$9.01K - $9.94K
|
8.6K
$1.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
82New |
$8.39K - $9.26K
|
82
$9.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
81+ 2.97% |
$8.29K - $9.15K
|
2.81K
$339K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
78+ 2.94% |
$7.98K - $8.81K
|
2.73K
$330K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
74+ 3.51% |
$7.57K - $8.36K
|
2.18K
$264K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
72+ 3.29% |
$7.37K - $8.13K
|
2.26K
$273K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
70+ 10.57% |
$7.17K - $7.91K
|
732
$88.4K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
69+ 1.38% |
$7.06K - $7.79K
|
5.09K
$614K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
65+ 0.11% |
$6.65K - $7.34K
|
56.7K
$6.85M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
63+ 3.88% |
$6.45K - $7.12K
|
1.69K
$204K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
55+ 5.74% |
$5.63K - $6.21K
|
1.01K
$122K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
52+ 2.6% |
$5.32K - $5.87K
|
2.05K
$248K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50New |
$5.12K - $5.65K
|
50
$6.04K
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
50+ 2.25% |
$5.12K - $5.65K
|
2.27K
$274K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
49+ 0.24% |
$5.02K - $5.53K
|
20.1K
$2.43M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
48+ 0.27% |
$4.91K - $5.42K
|
18.1K
$2.18M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
46+ 5.41% |
$4.71K - $5.2K
|
897
$108K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
46+ 93.88% |
$4.71K - $5.2K
|
95
$11.5K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
45+ 0.87% |
$4.61K - $5.08K
|
5.21K
$630K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
44+ 0.29% |
$4.5K - $4.97K
|
15.1K
$1.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
41+ 2.04% |
$4.2K - $4.63K
|
2.06K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
38New |
$3.89K - $4.29K
|
38
$4.59K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
35+ 1.88% |
$3.58K - $3.95K
|
1.9K
$230K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
33+ 0.47% |
$3.38K - $3.73K
|
7.08K
$855K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
31+ 1033.33% |
$3.17K - $3.5K
|
34
$4.11K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
30+ 38.46% |
$3.07K - $3.39K
|
108
$13K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
29+ 0.75% |
$2.97K - $3.28K
|
3.89K
$470K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
29+ 82.86% |
$2.97K - $3.28K
|
64
$7.73K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
26+ 0.84% |
$2.66K - $2.94K
|
3.11K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
26+ 0.4% |
$2.66K - $2.94K
|
6.55K
$791K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20+ 0.94% |
$2.05K - $2.26K
|
2.15K
$260K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
18+ 46.15% |
$1.84K - $2.03K
|
57
$6.88K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 0.3% |
$1.84K - $2.03K
|
5.98K
$722K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16+ 2.07% |
$1.64K - $1.81K
|
789
$95.3K
|