Purchases and Sales Made in Q2 2023 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
478+ 9.15% |
$50.9K - $54.9K
|
5.7K
$678K
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
477+ 3.91% |
$50.8K - $54.8K
|
12.7K
$1.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
472+ 1.0% |
$50.2K - $54.2K
|
47.6K
$5.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
467+ 5.68% |
$49.7K - $53.6K
|
8.68K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
460New |
$49K - $52.8K
|
460
$54.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
449+ 10.28% |
$47.8K - $51.5K
|
4.82K
$573K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
435+ 11.55% |
$46.3K - $49.9K
|
4.2K
$500K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
434+ 5.48% |
$46.2K - $49.8K
|
8.36K
$995K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
419+ 2.56% |
$44.6K - $48.1K
|
16.8K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
412+ 6.77% |
$43.9K - $47.3K
|
6.5K
$774K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
400+ 4.45% |
$42.6K - $45.9K
|
9.4K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
390+ 17.78% |
$41.5K - $44.8K
|
2.58K
$307K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
389+ 17.74% |
$41.4K - $44.7K
|
2.58K
$307K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
389+ 17.74% |
$41.4K - $44.7K
|
2.58K
$307K
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
386+ 1.5% |
$41.1K - $44.3K
|
26.1K
$3.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
378+ 2.27% |
$40.2K - $43.4K
|
17K
$2.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
374+ 18.1% |
$39.8K - $42.9K
|
2.44K
$290K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
353+ 108.62% |
$37.6K - $40.5K
|
678
$80.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
352New |
$37.5K - $40.4K
|
352
$41.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
350+ 4.92% |
$37.3K - $40.2K
|
7.46K
$888K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
347+ 28.44% |
$36.9K - $39.8K
|
1.57K
$187K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
333+ 14.16% |
$35.4K - $38.2K
|
2.68K
$319K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
333+ 190.29% |
$35.4K - $38.2K
|
508
$60.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
324+ 7.63% |
$34.5K - $37.2K
|
4.57K
$544K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
316+ 3.65% |
$33.6K - $36.3K
|
8.98K
$1.07M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
310+ 17.32% |
$33K - $35.6K
|
2.1K
$250K
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
305+ 5.5% |
$32.5K - $35K
|
5.85K
$697K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
293+ 15.67% |
$31.2K - $33.6K
|
2.16K
$257K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
288+ 7.11% |
$30.7K - $33.1K
|
4.34K
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
275+ 0.99% |
$29.3K - $31.6K
|
28K
$3.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
267New |
$28.4K - $30.7K
|
267
$31.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
263New |
$28K - $30.2K
|
263
$31.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
256+ 1.97% |
$27.2K - $29.4K
|
13.2K
$1.58M
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
251+ 1.8% |
$26.7K - $28.8K
|
14.2K
$1.69M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
250+ 6.63% |
$26.6K - $28.7K
|
4.02K
$478K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
247+ 6.04% |
$26.3K - $28.4K
|
4.34K
$516K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
246+ 1.31% |
$26.2K - $28.2K
|
19K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
240+ 9.96% |
$25.5K - $27.6K
|
2.65K
$315K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
239+ 10.75% |
$25.4K - $27.4K
|
2.46K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
234+ 12.01% |
$24.9K - $26.9K
|
2.18K
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
234+ 20.8% |
$24.9K - $26.9K
|
1.36K
$162K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
230+ 3.57% |
$24.5K - $26.4K
|
6.68K
$795K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
230+ 3.12% |
$24.5K - $26.4K
|
7.6K
$905K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
229+ 4.52% |
$24.4K - $26.3K
|
5.3K
$630K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
228+ 2.34% |
$24.3K - $26.2K
|
9.98K
$1.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
226+ 28.9% |
$24.1K - $25.9K
|
1.01K
$120K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
223+ 3.56% |
$23.7K - $25.6K
|
6.5K
$773K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
218+ 7.1% |
$23.2K - $25K
|
3.29K
$391K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
212New |
$22.6K - $24.3K
|
212
$25.2K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
211+ 180.34% |
$22.5K - $24.2K
|
328
$39K
|