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 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
228+ 2.5% |
$26.8K - $31.5K
|
9.37K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
228+ 6.17% |
$26.8K - $31.5K
|
3.92K
$514K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
223New |
$26.2K - $30.8K
|
223
$29.2K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
216+ 5.11% |
$25.4K - $29.9K
|
4.45K
$583K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
213New |
$25K - $29.5K
|
213
$27.9K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
204+ 4.32% |
$24K - $28.2K
|
4.93K
$646K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
200+ 3.46% |
$23.5K - $27.7K
|
5.98K
$784K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
200+ 4.75% |
$23.5K - $27.7K
|
4.41K
$579K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
200New |
$23.5K - $27.7K
|
200
$26.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
200New |
$23.5K - $27.7K
|
200
$26.2K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
195+ 3.57% |
$22.9K - $27K
|
5.66K
$742K
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
192+ 5.87% |
$22.6K - $26.5K
|
3.46K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
192+ 4.5% |
$22.6K - $26.5K
|
4.46K
$584K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
183+ 7.79% |
$21.5K - $25.3K
|
2.53K
$332K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
181+ 1.24% |
$21.3K - $25K
|
14.7K
$1.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
180New |
$21.2K - $24.9K
|
180
$23.6K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
177+ 8.53% |
$20.8K - $24.5K
|
2.25K
$295K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
176+ 18.45% |
$20.7K - $24.3K
|
1.13K
$148K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
172+ 0.22% |
$20.2K - $23.8K
|
79.9K
$10.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
168+ 3.75% |
$19.8K - $23.2K
|
4.65K
$610K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
162+ 4.95% |
$19.1K - $22.4K
|
3.43K
$450K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
160+ 4.96% |
$18.8K - $22.1K
|
3.39K
$444K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
157+ 2.87% |
$18.5K - $21.7K
|
5.63K
$738K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
155New |
$18.2K - $21.4K
|
155
$20.3K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
151+ 1.03% |
$17.8K - $20.9K
|
14.8K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
148+ 0.96% |
$17.4K - $20.5K
|
15.6K
$2.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
146+ 8.09% |
$17.2K - $20.2K
|
1.95K
$256K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
142New |
$16.7K - $19.6K
|
142
$18.6K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
139+ 94.56% |
$16.3K - $19.2K
|
286
$37.5K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
133+ 2.43% |
$15.6K - $18.4K
|
5.6K
$734K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
130+ 5.33% |
$15.3K - $18K
|
2.57K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
117+ 3.51% |
$13.8K - $16.2K
|
3.45K
$452K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
117+ 28.54% |
$13.8K - $16.2K
|
527
$69.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
114+ 183.87% |
$13.4K - $15.8K
|
176
$23.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
112+ 6.56% |
$13.2K - $15.5K
|
1.82K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
111New |
$13.1K - $15.3K
|
111
$14.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
107+ 5.13% |
$12.6K - $14.8K
|
2.19K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
101+ 1.0% |
$11.9K - $14K
|
10.2K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
100+ 7.35% |
$11.8K - $13.8K
|
1.46K
$191K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
99+ 1414.29% |
$11.6K - $13.7K
|
106
$13.9K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
98+ 7.73% |
$11.5K - $13.6K
|
1.37K
$179K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
95+ 2.35% |
$11.2K - $13.1K
|
4.13K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
91+ 3.13% |
$10.7K - $12.6K
|
2.99K
$393K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
89+ 0.37% |
$10.5K - $12.3K
|
24.1K
$3.17M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
85+ 0.7% |
$10K - $11.8K
|
12.3K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
82+ 1.24% |
$9.64K - $11.3K
|
6.72K
$881K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
81New |
$9.53K - $11.2K
|
81
$10.6K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
81+ 1.81% |
$9.53K - $11.2K
|
4.56K
$597K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
78+ 2.03% |
$9.17K - $10.8K
|
3.92K
$514K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
78+ 0.87% |
$9.17K - $10.8K
|
9.04K
$1.19M
|