Purchases and Sales Made in Q1 2025 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q1 2025. 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 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.97% |
$118 - $138
|
104
$13.7K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1- 20.0% |
$118 - $138
|
4
$526
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1- 0.05% |
$118 - $138
|
2.1K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1- 0.04% |
$118 - $138
|
2.66K
$350K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 0.7% |
$235 - $277
|
284
$37.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-2- 2.25% |
$235 - $277
|
87
$11.4K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2- 0.09% |
$235 - $277
|
2.31K
$303K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2- 0.06% |
$235 - $277
|
3.34K
$439K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3- 6.0% |
$353 - $415
|
47
$6.18K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3- 0.09% |
$353 - $415
|
3.4K
$447K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3- 0.99% |
$353 - $415
|
299
$39.3K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-4- 3.51% |
$470 - $553
|
110
$14.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 20.0% |
$588 - $691
|
20
$2.63K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 11.32% |
$706 - $830
|
47
$6.18K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-6- 0.03% |
$706 - $830
|
22.9K
$3.01M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-7- 58.33% |
$823 - $968
|
5
$657
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-7- 0.95% |
$823 - $968
|
728
$95.7K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7- 0.16% |
$823 - $968
|
4.51K
$592K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-8- 0.05% |
$941 - $1.11K
|
15.5K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-8- 6.96% |
$941 - $1.11K
|
107
$14.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-10- 2.76% |
$1.18K - $1.38K
|
352
$46.3K
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-11- 0.19% |
$1.29K - $1.52K
|
5.74K
$754K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-12- 5.48% |
$1.41K - $1.66K
|
207
$27.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-13- 8.33% |
$1.53K - $1.8K
|
143
$18.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15- 0.37% |
$1.76K - $2.07K
|
4.04K
$530K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16- 0.03% |
$1.88K - $2.21K
|
48.9K
$6.42M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-18- 0.35% |
$2.12K - $2.49K
|
5.1K
$670K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-22- 0.06% |
$2.59K - $3.04K
|
39.6K
$5.21M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-25- 3.69% |
$2.94K - $3.46K
|
652
$85.7K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-25- 5.88% |
$2.94K - $3.46K
|
400
$52.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-26- 92.86% |
$3.06K - $3.6K
|
2
$263
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-26- 0.29% |
$3.06K - $3.6K
|
9.04K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-27- 0.48% |
$3.18K - $3.73K
|
5.65K
$743K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-27- 2.56% |
$3.18K - $3.73K
|
1.03K
$135K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-28- 0.73% |
$3.29K - $3.87K
|
3.83K
$504K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-29- 0.91% |
$3.41K - $4.01K
|
3.17K
$417K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-30- 1.75% |
$3.53K - $4.15K
|
1.68K
$221K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-30- 8.45% |
$3.53K - $4.15K
|
325
$42.7K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-32- 8.51% |
$3.76K - $4.42K
|
344
$45.2K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-33- 8.48% |
$3.88K - $4.56K
|
356
$46.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-38- 2.4% |
$4.47K - $5.25K
|
1.55K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-38- 1.36% |
$4.47K - $5.25K
|
2.76K
$363K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-38- 0.41% |
$4.47K - $5.25K
|
9.21K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-39- 1.87% |
$4.59K - $5.39K
|
2.05K
$270K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-42- 1.98% |
$4.94K - $5.81K
|
2.08K
$273K
|
|
|
May 07, 2025
Q1 2025
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-48- 0.06% |
$5.64K - $6.64K
|
74.2K
$9.75M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-48- 1.45% |
$5.64K - $6.64K
|
3.26K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-48- 17.14% |
$5.64K - $6.64K
|
232
$30.5K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-50- 8.29% |
$5.88K - $6.91K
|
553
$72.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-50- 0.97% |
$5.88K - $6.91K
|
5.1K
$670K
|