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 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5- 0.13% |
$512 - $565
|
3.9K
$534K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 3.92% |
$614 - $678
|
147
$20.1K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-7- 3.37% |
$717 - $791
|
201
$27.5K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 3.14% |
$717 - $791
|
216
$29.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 38.1% |
$819 - $904
|
13
$1.78K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-11- 30.56% |
$1.13K - $1.24K
|
25
$3.42K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-11- 10.28% |
$1.13K - $1.24K
|
96
$13.2K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.31% |
$1.13K - $1.24K
|
3.59K
$491K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 1.97% |
$1.23K - $1.36K
|
596
$81.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13- 23.64% |
$1.33K - $1.47K
|
42
$5.75K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-14- 0.71% |
$1.43K - $1.58K
|
1.95K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-14- 0.26% |
$1.43K - $1.58K
|
5.47K
$749K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 4.9% |
$1.94K - $2.15K
|
369
$50.5K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-23- 0.74% |
$2.35K - $2.6K
|
3.11K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-23- 0.76% |
$2.35K - $2.6K
|
3.01K
$413K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-25- 1.26% |
$2.56K - $2.82K
|
1.96K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-32- 1.44% |
$3.28K - $3.61K
|
2.2K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-33- 7.3% |
$3.38K - $3.73K
|
419
$57.4K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-36- 1.3% |
$3.68K - $4.07K
|
2.73K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-38- 2.77% |
$3.89K - $4.29K
|
1.34K
$183K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-40- 0.05% |
$4.09K - $4.52K
|
84.4K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-42- 0.29% |
$4.3K - $4.74K
|
14.6K
$2M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-44- 0.68% |
$4.5K - $4.97K
|
6.42K
$880K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-52- 2.41% |
$5.32K - $5.87K
|
2.1K
$288K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-53- 2.83% |
$5.43K - $5.99K
|
1.82K
$249K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-53- 29.78% |
$5.43K - $5.99K
|
125
$17.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-55- 0.54% |
$5.63K - $6.21K
|
10.2K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-55- 0.72% |
$5.63K - $6.21K
|
7.6K
$1.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-56- 7.46% |
$5.73K - $6.33K
|
695
$95.2K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-60- 1.21% |
$6.14K - $6.78K
|
4.88K
$669K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-65- 6.44% |
$6.65K - $7.34K
|
944
$129K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-65- 0.77% |
$6.65K - $7.34K
|
8.33K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-70- 0.75% |
$7.17K - $7.91K
|
9.32K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-75- 0.14% |
$7.68K - $8.47K
|
54K
$7.4M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-87- 0.61% |
$8.91K - $9.83K
|
14.3K
$1.96M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-87- 1.31% |
$8.91K - $9.83K
|
6.58K
$901K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-91- 4.13% |
$9.31K - $10.3K
|
2.11K
$289K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-92- 0.9% |
$9.42K - $10.4K
|
10.1K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-92- 1.01% |
$9.42K - $10.4K
|
9.01K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-100- 1.36% |
$10.2K - $11.3K
|
7.25K
$993K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-122- 56.22% |
$12.5K - $13.8K
|
95
$13K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-126- 0.62% |
$12.9K - $14.2K
|
20.2K
$2.76M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-127- 5.53% |
$13K - $14.3K
|
2.17K
$297K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-132- 3.69% |
$13.5K - $14.9K
|
3.45K
$472K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-141- 5.61% |
$14.4K - $15.9K
|
2.37K
$325K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-144- 3.41% |
$14.7K - $16.3K
|
4.07K
$558K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-145- 2.31% |
$14.8K - $16.4K
|
6.13K
$840K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-146- 2.5% |
$14.9K - $16.5K
|
5.69K
$780K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-149- 35.65% |
$15.3K - $16.8K
|
269
$36.8K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-150- 2.27% |
$15.4K - $16.9K
|
6.44K
$883K
|