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
|
Graypoint LLC
|
BUY
|
- |
74+ 3.8% |
$8.7K - $10.2K
|
2.02K
$265K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
72+ 2.85% |
$8.47K - $9.96K
|
2.6K
$341K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
71New |
$8.35K - $9.82K
|
71
$9.31K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
67New |
$7.88K - $9.26K
|
67
$8.79K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
65New |
$7.64K - $8.99K
|
65
$8.52K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
64New |
$7.53K - $8.85K
|
64
$8.39K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
63+ 0.15% |
$7.41K - $8.71K
|
42.6K
$5.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
63+ 1.14% |
$7.41K - $8.71K
|
5.59K
$733K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
62+ 4.83% |
$7.29K - $8.57K
|
1.35K
$177K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
56+ 1.92% |
$6.59K - $7.74K
|
2.98K
$391K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
53New |
$6.23K - $7.33K
|
53
$6.95K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
50New |
$5.88K - $6.91K
|
50
$6.56K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
47New |
$5.53K - $6.5K
|
47
$6.16K
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
45+ 1.51% |
$5.29K - $6.22K
|
3.03K
$397K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
44+ 88.0% |
$5.17K - $6.08K
|
94
$12.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
43+ 3.06% |
$5.06K - $5.95K
|
1.45K
$190K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
43+ 0.55% |
$5.06K - $5.95K
|
7.88K
$1.03M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
42+ 1.88% |
$4.94K - $5.81K
|
2.28K
$299K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
39+ 13.0% |
$4.59K - $5.39K
|
339
$44.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
33+ 1.03% |
$3.88K - $4.56K
|
3.24K
$424K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
33+ 1.96% |
$3.88K - $4.56K
|
1.72K
$225K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
31+ 0.61% |
$3.65K - $4.29K
|
5.12K
$671K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
29+ 0.94% |
$3.41K - $4.01K
|
3.1K
$407K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
28+ 38.36% |
$3.29K - $3.87K
|
101
$13.2K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
28New |
$3.29K - $3.87K
|
28
$3.67K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
27+ 29.35% |
$3.18K - $3.73K
|
119
$15.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
26+ 1.1% |
$3.06K - $3.6K
|
2.38K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
25+ 0.76% |
$2.94K - $3.46K
|
3.3K
$433K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
25New |
$2.94K - $3.46K
|
25
$3.28K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
25+ 0.25% |
$2.94K - $3.46K
|
9.93K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
25+ 156.25% |
$2.94K - $3.46K
|
41
$5.38K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
24+ 1.26% |
$2.82K - $3.32K
|
1.93K
$253K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
24+ 0.3% |
$2.82K - $3.32K
|
8.1K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
22New |
$2.59K - $3.04K
|
22
$2.88K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
22+ 22.92% |
$2.59K - $3.04K
|
118
$15.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
21+ 5.06% |
$2.47K - $2.9K
|
436
$57.2K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
21+ 14.79% |
$2.47K - $2.9K
|
163
$21.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
21+ 0.38% |
$2.47K - $2.9K
|
5.57K
$730K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20+ 0.91% |
$2.35K - $2.77K
|
2.23K
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
19+ 0.43% |
$2.23K - $2.63K
|
4.45K
$584K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
19+ 0.82% |
$2.23K - $2.63K
|
2.33K
$305K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
18+ 0.34% |
$2.12K - $2.49K
|
5.31K
$696K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
18+ 22.5% |
$2.12K - $2.49K
|
98
$12.9K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
18+ 0.24% |
$2.12K - $2.49K
|
7.62K
$999K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
17+ 0.9% |
$2K - $2.35K
|
1.91K
$250K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 0.44% |
$2K - $2.35K
|
3.86K
$506K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.24% |
$1.88K - $2.21K
|
6.59K
$864K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
15New |
$1.76K - $2.07K
|
15
$1.97K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
15+ 0.77% |
$1.76K - $2.07K
|
1.97K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
14New |
$1.65K - $1.94K
|
14
$1.84K
|