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 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
25+ 1.3% |
$2.66K - $2.87K
|
1.95K
$256K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$2.55K - $2.76K
|
24
$3.15K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 81.48% |
$2.34K - $2.53K
|
49
$6.43K
|
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
BUY
|
- |
22+ 0.02% |
$2.34K - $2.53K
|
110K
$14.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
19+ 0.95% |
$2.02K - $2.18K
|
2.02K
$265K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
18+ 94.74% |
$1.92K - $2.07K
|
37
$4.85K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
18+ 94.74% |
$1.92K - $2.07K
|
37
$4.85K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
17+ 0.71% |
$1.81K - $1.95K
|
2.4K
$314K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16+ 0.27% |
$1.7K - $1.84K
|
5.93K
$778K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
16+ 0.77% |
$1.7K - $1.84K
|
2.09K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
14New |
$1.49K - $1.61K
|
14
$1.84K
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
14+ 0.71% |
$1.49K - $1.61K
|
1.99K
$261K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 10.85% |
$1.49K - $1.61K
|
143
$18.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 9.09% |
$1.38K - $1.49K
|
156
$20.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
12+ 0.13% |
$1.28K - $1.38K
|
9.32K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
12+ 0.21% |
$1.28K - $1.38K
|
5.66K
$742K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
11+ 0.33% |
$1.17K - $1.26K
|
3.38K
$443K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 1.74% |
$1.17K - $1.26K
|
643
$84.3K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.85% |
$1.17K - $1.26K
|
1.31K
$172K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 1.82% |
$1.17K - $1.26K
|
615
$80.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$1.06K - $1.15K
|
10
$1.31K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 2.3% |
$1.06K - $1.15K
|
445
$58.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9New |
$958 - $1.03K
|
9
$1.18K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
8+ 1.71% |
$852 - $918
|
477
$62.5K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7+ 1.58% |
$745 - $804
|
451
$59.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 0.68% |
$745 - $804
|
1.04K
$137K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5+ 0.14% |
$532 - $574
|
3.63K
$475K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 7.14% |
$532 - $574
|
75
$9.83K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
5+ 62.5% |
$532 - $574
|
13
$1.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 0.98% |
$532 - $574
|
514
$67.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5+ 0.12% |
$532 - $574
|
4.26K
$558K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.82% |
$426 - $459
|
493
$64.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4+ 0.49% |
$426 - $459
|
818
$107K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3+ 0.08% |
$319 - $344
|
3.86K
$507K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3New |
$319 - $344
|
3
$393
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 33.33% |
$319 - $344
|
12
$1.57K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 7.89% |
$319 - $344
|
41
$5.38K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3+ 0.26% |
$319 - $344
|
1.15K
$151K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.51% |
$319 - $344
|
589
$77.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.08% |
$319 - $344
|
3.67K
$481K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.88% |
$319 - $344
|
343
$45K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.45% |
$213 - $230
|
450
$59K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.85% |
$213 - $230
|
238
$31.2K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 16.67% |
$213 - $230
|
14
$1.84K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1+ 0.1% |
$106 - $115
|
1.01K
$132K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.71% |
$106 - $115
|
142
$18.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 6.25% |
$106 - $115
|
17
$2.23K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.46% |
$106 - $115
|
217
$28.5K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.08% |
$106 - $115
|
1.2K
$157K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.03% |
$106 - $115
|
3.68K
$483K
|