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 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-11- 30.56% |
$1.13K - $1.24K
|
25
$3.02K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-11- 10.28% |
$1.13K - $1.24K
|
96
$11.6K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 1.97% |
$1.23K - $1.36K
|
596
$72K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13- 23.64% |
$1.33K - $1.47K
|
42
$5.07K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-14- 0.71% |
$1.43K - $1.58K
|
1.95K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-14- 0.26% |
$1.43K - $1.58K
|
5.47K
$660K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 4.9% |
$1.94K - $2.15K
|
369
$44.6K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-23- 0.76% |
$2.35K - $2.6K
|
3.01K
$364K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-23- 0.74% |
$2.35K - $2.6K
|
3.11K
$375K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-25- 1.26% |
$2.56K - $2.82K
|
1.96K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-32- 1.44% |
$3.28K - $3.61K
|
2.2K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-33- 7.3% |
$3.38K - $3.73K
|
419
$50.6K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-36- 1.3% |
$3.68K - $4.07K
|
2.73K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-38- 2.77% |
$3.89K - $4.29K
|
1.34K
$161K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-40- 0.05% |
$4.09K - $4.52K
|
84.4K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-42- 0.29% |
$4.3K - $4.74K
|
14.6K
$1.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-44- 0.68% |
$4.5K - $4.97K
|
6.42K
$775K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-52- 2.41% |
$5.32K - $5.87K
|
2.1K
$254K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-53- 29.78% |
$5.43K - $5.99K
|
125
$15.1K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-53- 2.83% |
$5.43K - $5.99K
|
1.82K
$220K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-55- 0.54% |
$5.63K - $6.21K
|
10.2K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-55- 0.72% |
$5.63K - $6.21K
|
7.6K
$917K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-56- 7.46% |
$5.73K - $6.33K
|
695
$83.9K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-60- 1.21% |
$6.14K - $6.78K
|
4.88K
$590K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-65- 0.77% |
$6.65K - $7.34K
|
8.33K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-65- 6.44% |
$6.65K - $7.34K
|
944
$114K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-70- 0.75% |
$7.17K - $7.91K
|
9.32K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-75- 0.14% |
$7.68K - $8.47K
|
54K
$6.52M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-87- 0.61% |
$8.91K - $9.83K
|
14.3K
$1.72M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-87- 1.31% |
$8.91K - $9.83K
|
6.58K
$794K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-91- 4.13% |
$9.31K - $10.3K
|
2.11K
$255K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-92- 0.9% |
$9.42K - $10.4K
|
10.1K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-92- 1.01% |
$9.42K - $10.4K
|
9.01K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-100- 1.36% |
$10.2K - $11.3K
|
7.25K
$876K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-122- 56.22% |
$12.5K - $13.8K
|
95
$11.5K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-126- 0.62% |
$12.9K - $14.2K
|
20.2K
$2.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-127- 5.53% |
$13K - $14.3K
|
2.17K
$262K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-132- 3.69% |
$13.5K - $14.9K
|
3.45K
$416K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-141- 5.61% |
$14.4K - $15.9K
|
2.37K
$286K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-144- 3.41% |
$14.7K - $16.3K
|
4.07K
$492K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-145- 2.31% |
$14.8K - $16.4K
|
6.13K
$740K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-146- 2.5% |
$14.9K - $16.5K
|
5.69K
$687K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-149- 35.65% |
$15.3K - $16.8K
|
269
$32.5K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-150- 2.27% |
$15.4K - $16.9K
|
6.44K
$778K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-155- 3.88% |
$15.9K - $17.5K
|
3.84K
$464K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-156- 3.38% |
$16K - $17.6K
|
4.46K
$538K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-162- 6.37% |
$16.6K - $18.3K
|
2.38K
$287K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-164- 3.06% |
$16.8K - $18.5K
|
5.2K
$628K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-165- 2.99% |
$16.9K - $18.6K
|
5.36K
$648K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-166- 5.15% |
$17K - $18.7K
|
3.06K
$369K
|