Purchases and Sales Made in Q2 2024 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q2 2024. 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 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
187+ 1.56% |
$19.3K - $21.9K
|
12.2K
$1.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
187New |
$19.3K - $21.9K
|
187
$22.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
185+ 6.78% |
$19.1K - $21.7K
|
2.91K
$352K
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
183+ 8.05% |
$18.9K - $21.4K
|
2.46K
$296K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
176+ 3.46% |
$18.2K - $20.6K
|
5.26K
$635K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
176+ 9.68% |
$18.2K - $20.6K
|
2K
$241K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
169+ 2.77% |
$17.4K - $19.8K
|
6.28K
$758K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
169+ 2.33% |
$17.4K - $19.8K
|
7.42K
$896K
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
167+ 1670.0% |
$17.2K - $19.6K
|
177
$21.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
163+ 6.73% |
$16.8K - $19.1K
|
2.59K
$312K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
160+ 3.51% |
$16.5K - $18.7K
|
4.72K
$570K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
150+ 5.17% |
$15.5K - $17.6K
|
3.05K
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
150+ 43.6% |
$15.5K - $17.6K
|
494
$59.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
142+ 2.61% |
$14.7K - $16.6K
|
5.58K
$674K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
142+ 21.01% |
$14.7K - $16.6K
|
818
$98.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
139+ 3.57% |
$14.3K - $16.3K
|
4.03K
$487K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
134+ 7.05% |
$13.8K - $15.7K
|
2.04K
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
132+ 0.29% |
$13.6K - $15.5K
|
45.5K
$5.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
129+ 9.27% |
$13.3K - $15.1K
|
1.52K
$184K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
123+ 1.48% |
$12.7K - $14.4K
|
8.42K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
119+ 5.92% |
$12.3K - $13.9K
|
2.13K
$257K
|
|
|
Aug 02, 2024
Q2 2024
|
Aviva PLC
|
BUY
|
- |
115+ 3.64% |
$11.9K - $13.5K
|
3.27K
$395K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
115+ 3.85% |
$11.9K - $13.5K
|
3.1K
$375K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
110+ 0.19% |
$11.4K - $12.9K
|
56.8K
$6.86M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
106+ 10.45% |
$10.9K - $12.4K
|
1.12K
$135K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
102+ 1020.0% |
$10.5K - $12K
|
112
$13.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
101+ 4.86% |
$10.4K - $11.8K
|
2.18K
$263K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.18% |
$10.3K - $11.7K
|
56.7K
$6.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
95+ 3.0% |
$9.8K - $11.1K
|
3.27K
$394K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
94+ 3.7% |
$9.7K - $11K
|
2.63K
$318K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
93New |
$9.6K - $10.9K
|
93
$11.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
89+ 2.28% |
$9.18K - $10.4K
|
4K
$482K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
88+ 1.66% |
$9.08K - $10.3K
|
5.41K
$653K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
80+ 0.18% |
$8.26K - $9.37K
|
45.6K
$5.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
80+ 0.45% |
$8.26K - $9.37K
|
17.7K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
78+ 1.45% |
$8.05K - $9.14K
|
5.44K
$657K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
77New |
$7.95K - $9.02K
|
77
$9.3K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
75+ 3.3% |
$7.74K - $8.79K
|
2.35K
$284K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
70+ 1.61% |
$7.22K - $8.2K
|
4.41K
$532K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
69+ 3.18% |
$7.12K - $8.09K
|
2.24K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
66+ 2.55% |
$6.81K - $7.73K
|
2.65K
$320K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
63+ 2.72% |
$6.5K - $7.38K
|
2.38K
$288K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
60+ 0.64% |
$6.19K - $7.03K
|
9.5K
$1.15M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
60+ 1.7% |
$6.19K - $7.03K
|
3.58K
$433K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
57+ 5.89% |
$5.88K - $6.68K
|
1.02K
$124K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
57+ 2.97% |
$5.88K - $6.68K
|
1.98K
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
57+ 0.8% |
$5.88K - $6.68K
|
7.17K
$865K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
55+ 2.31% |
$5.68K - $6.44K
|
2.44K
$294K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
55New |
$5.68K - $6.44K
|
55
$6.64K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
55New |
$5.68K - $6.44K
|
55
$6.64K
|