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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
660+ 2.79% |
$77.6K - $91.3K
|
24.3K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
657+ 5.09% |
$77.3K - $90.8K
|
13.6K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
641+ 14.77% |
$75.4K - $88.6K
|
4.98K
$653K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
610+ 19.95% |
$71.7K - $84.3K
|
3.67K
$481K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
554+ 28.21% |
$65.2K - $76.6K
|
2.52K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
515+ 11.36% |
$60.6K - $71.2K
|
5.05K
$662K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
509New |
$59.9K - $70.4K
|
509
$66.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
502+ 4.37% |
$59K - $69.4K
|
12K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
498+ 22.63% |
$58.6K - $68.9K
|
2.7K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
468+ 3.02% |
$55K - $64.7K
|
16K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
460+ 38.17% |
$54.1K - $63.6K
|
1.67K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
457+ 7.12% |
$53.7K - $63.2K
|
6.88K
$902K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
457+ 75.91% |
$53.7K - $63.2K
|
1.06K
$139K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
454+ 11.18% |
$53.4K - $62.8K
|
4.51K
$592K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
438+ 10.86% |
$51.5K - $60.6K
|
4.47K
$586K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
406+ 13.99% |
$47.7K - $56.1K
|
3.31K
$434K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
400+ 4.0% |
$47K - $55.3K
|
10.4K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
400New |
$47K - $55.3K
|
400
$52.5K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
396+ 6.37% |
$46.6K - $54.8K
|
6.61K
$867K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
379+ 2.98% |
$44.6K - $52.4K
|
13.1K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
378+ 6.58% |
$44.5K - $52.3K
|
6.12K
$803K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
376+ 6.88% |
$44.2K - $52K
|
5.84K
$766K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
368+ 5.35% |
$43.3K - $50.9K
|
7.25K
$951K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
350+ 16.1% |
$41.2K - $48.4K
|
2.52K
$331K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
343+ 5.67% |
$40.3K - $47.4K
|
6.39K
$838K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
338+ 4.06% |
$39.7K - $46.7K
|
8.67K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
334+ 0.47% |
$39.3K - $46.2K
|
70.9K
$9.29M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
330+ 1.32% |
$38.8K - $45.6K
|
25.4K
$3.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
325+ 18.79% |
$38.2K - $44.9K
|
2.06K
$269K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
320+ 1.06% |
$37.6K - $44.2K
|
30.5K
$3.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
318+ 17.67% |
$37.4K - $44K
|
2.12K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
316+ 5.58% |
$37.2K - $43.7K
|
5.98K
$784K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
305+ 7.98% |
$35.9K - $42.2K
|
4.13K
$541K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
302+ 13.07% |
$35.5K - $41.8K
|
2.61K
$343K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
301+ 0.75% |
$35.4K - $41.6K
|
40.2K
$5.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
295+ 19.37% |
$34.7K - $40.8K
|
1.82K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
293New |
$34.5K - $40.5K
|
293
$38.4K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
286+ 28600.0% |
$33.6K - $39.5K
|
287
$37.6K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
285+ 13.38% |
$33.5K - $39.4K
|
2.42K
$317K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
278+ 11.37% |
$32.7K - $38.4K
|
2.72K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
275+ 2.44% |
$32.3K - $38K
|
11.5K
$1.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
275+ 12.65% |
$32.3K - $38K
|
2.45K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
275+ 10.78% |
$32.3K - $38K
|
2.83K
$371K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
272+ 4.27% |
$32K - $37.6K
|
6.64K
$871K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
264+ 3.55% |
$31K - $36.5K
|
7.71K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
262+ 0.88% |
$30.8K - $36.2K
|
30.2K
$3.96M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
254+ 11.75% |
$29.9K - $35.1K
|
2.42K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
244+ 1.69% |
$28.7K - $33.7K
|
14.7K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
233+ 5.45% |
$27.4K - $32.2K
|
4.51K
$591K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
228+ 3.3% |
$26.8K - $31.5K
|
7.13K
$935K
|