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 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3- 75.0% |
$319 - $344
|
1
$121
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 1.65% |
$319 - $344
|
179
$21.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 1.91% |
$319 - $344
|
154
$18.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 5.8% |
$426 - $459
|
65
$7.85K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-5Closed |
$532 - $574
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5- 10.2% |
$532 - $574
|
44
$5.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 11.94% |
$852 - $918
|
59
$7.12K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-11- 37.93% |
$1.17K - $1.26K
|
18
$2.17K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-11- 0.03% |
$1.17K - $1.26K
|
42.6K
$5.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-20Closed |
$2.13K - $2.3K
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-20- 1.64% |
$2.13K - $2.3K
|
1.2K
$145K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-20- 0.52% |
$2.13K - $2.3K
|
3.84K
$463K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-21- 1.04% |
$2.24K - $2.41K
|
2K
$241K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-21- 4.99% |
$2.24K - $2.41K
|
400
$48.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-22- 5.53% |
$2.34K - $2.53K
|
376
$45.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-24- 0.36% |
$2.55K - $2.76K
|
6.64K
$802K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25- 0.64% |
$2.66K - $2.87K
|
3.91K
$472K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-27- 0.97% |
$2.87K - $3.1K
|
2.75K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-29- 0.56% |
$3.09K - $3.33K
|
5.11K
$616K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-33- 0.52% |
$3.51K - $3.79K
|
6.31K
$761K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-33- 1.77% |
$3.51K - $3.79K
|
1.83K
$221K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-33- 60.0% |
$3.51K - $3.79K
|
22
$2.66K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-34- 0.62% |
$3.62K - $3.9K
|
5.46K
$660K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-34- 3.61% |
$3.62K - $3.9K
|
909
$110K
|
|
|
Jul 21, 2023
Q2 2023
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-34- 1.42% |
$3.62K - $3.9K
|
2.37K
$286K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-40- 1.06% |
$4.26K - $4.59K
|
3.73K
$451K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-44- 43.56% |
$4.68K - $5.05K
|
57
$6.88K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-46- 0.63% |
$4.9K - $5.28K
|
7.25K
$875K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-47- 1.55% |
$5K - $5.4K
|
2.99K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-47- 0.93% |
$5K - $5.4K
|
5.01K
$605K
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-50- 1.76% |
$5.32K - $5.74K
|
2.8K
$338K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-52- 2.34% |
$5.53K - $5.97K
|
2.17K
$262K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-52- 2.45% |
$5.53K - $5.97K
|
2.07K
$250K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-57- 0.16% |
$6.07K - $6.54K
|
35.1K
$4.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-58- 2.98% |
$6.17K - $6.66K
|
1.89K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-64- 0.58% |
$6.81K - $7.35K
|
11K
$1.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-66- 8.76% |
$7.03K - $7.58K
|
687
$83K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-68- 20.0% |
$7.24K - $7.81K
|
272
$32.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-73- 2.41% |
$7.77K - $8.38K
|
2.96K
$357K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-76- 0.51% |
$8.09K - $8.73K
|
14.8K
$1.79M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-77- 0.14% |
$8.2K - $8.84K
|
56.2K
$6.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-81- 5.74% |
$8.62K - $9.3K
|
1.33K
$161K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-91- 4.12% |
$9.69K - $10.4K
|
2.12K
$256K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-91- 3.65% |
$9.69K - $10.4K
|
2.4K
$290K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-95- 3.43% |
$10.1K - $10.9K
|
2.67K
$323K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-97- 4.32% |
$10.3K - $11.1K
|
2.15K
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-99- 1.33% |
$10.5K - $11.4K
|
7.35K
$888K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-101- 20.82% |
$10.8K - $11.6K
|
384
$46.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-109- 28.76% |
$11.6K - $12.5K
|
270
$32.6K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-115- 5.33% |
$12.2K - $13.2K
|
2.04K
$247K
|