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 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
57+ 2.97% |
$5.88K - $6.68K
|
1.98K
$271K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
55New |
$5.68K - $6.44K
|
55
$7.53K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
55New |
$5.68K - $6.44K
|
55
$7.53K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
55+ 2.31% |
$5.68K - $6.44K
|
2.44K
$334K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
54+ 2.26% |
$5.57K - $6.33K
|
2.44K
$334K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
53+ 0.23% |
$5.47K - $6.21K
|
23.6K
$3.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
52+ 0.08% |
$5.37K - $6.09K
|
68.4K
$9.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
51+ 23.61% |
$5.26K - $5.98K
|
267
$36.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
51New |
$5.26K - $5.98K
|
51
$6.99K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
51+ 2.43% |
$5.26K - $5.98K
|
2.15K
$295K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
51+ 2.24% |
$5.26K - $5.98K
|
2.33K
$319K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
50+ 1.85% |
$5.16K - $5.86K
|
2.75K
$376K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
49+ 1.78% |
$5.06K - $5.74K
|
2.8K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
48+ 4.64% |
$4.95K - $5.62K
|
1.08K
$148K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
38New |
$3.92K - $4.45K
|
38
$5.21K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
35+ 10.94% |
$3.61K - $4.1K
|
355
$48.6K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
34+ 0.7% |
$3.51K - $3.98K
|
4.92K
$674K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
33+ 26.4% |
$3.41K - $3.87K
|
158
$21.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
33+ 0.5% |
$3.41K - $3.87K
|
6.59K
$902K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31+ 0.82% |
$3.2K - $3.63K
|
3.82K
$523K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
30New |
$3.1K - $3.52K
|
30
$4.11K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
30+ 0.53% |
$3.1K - $3.52K
|
5.72K
$784K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
30New |
$3.1K - $3.52K
|
30
$4.11K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
29+ 0.31% |
$2.99K - $3.4K
|
9.33K
$1.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
27New |
$2.79K - $3.16K
|
27
$3.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
27+ 225.0% |
$2.79K - $3.16K
|
39
$5.34K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
27+ 3.01% |
$2.79K - $3.16K
|
924
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
25+ 1.22% |
$2.58K - $2.93K
|
2.07K
$284K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
25New |
$2.58K - $2.93K
|
25
$3.42K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
25+ 0.67% |
$2.58K - $2.93K
|
3.78K
$517K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
25+ 0.78% |
$2.58K - $2.93K
|
3.21K
$440K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
24+ 0.46% |
$2.48K - $2.81K
|
5.23K
$716K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 184.62% |
$2.48K - $2.81K
|
37
$5.07K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
21New |
$2.17K - $2.46K
|
21
$2.88K
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20+ 0.93% |
$2.06K - $2.34K
|
2.17K
$297K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 2.18% |
$1.96K - $2.23K
|
889
$122K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19+ 0.2% |
$1.96K - $2.23K
|
9.47K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
18+ 0.98% |
$1.86K - $2.11K
|
1.86K
$255K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
17+ 6.14% |
$1.75K - $1.99K
|
294
$40.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
16+ 0.87% |
$1.65K - $1.87K
|
1.85K
$253K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
16+ 0.95% |
$1.65K - $1.87K
|
1.7K
$233K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15+ 0.66% |
$1.55K - $1.76K
|
2.28K
$312K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15+ 1.02% |
$1.55K - $1.76K
|
1.48K
$203K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
15+ 0.43% |
$1.55K - $1.76K
|
3.52K
$481K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14+ 3.93% |
$1.44K - $1.64K
|
370
$50.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 0.96% |
$1.34K - $1.52K
|
1.37K
$188K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
13+ 0.42% |
$1.34K - $1.52K
|
3.13K
$428K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
13+ 0.78% |
$1.34K - $1.52K
|
1.68K
$230K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
11+ 0.12% |
$1.14K - $1.29K
|
9.16K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
11+ 4.62% |
$1.14K - $1.29K
|
249
$34.1K
|