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 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
54+ 2.26% |
$5.57K - $6.33K
|
2.44K
$295K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
53+ 0.23% |
$5.47K - $6.21K
|
23.6K
$2.84M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
52+ 0.08% |
$5.37K - $6.09K
|
68.4K
$8.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
51+ 2.43% |
$5.26K - $5.98K
|
2.15K
$260K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
51+ 2.24% |
$5.26K - $5.98K
|
2.33K
$281K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
51+ 23.61% |
$5.26K - $5.98K
|
267
$32.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
51New |
$5.26K - $5.98K
|
51
$6.16K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
50+ 1.85% |
$5.16K - $5.86K
|
2.75K
$332K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
49+ 1.78% |
$5.06K - $5.74K
|
2.8K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
48+ 4.64% |
$4.95K - $5.62K
|
1.08K
$131K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
38New |
$3.92K - $4.45K
|
38
$4.59K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
35+ 10.94% |
$3.61K - $4.1K
|
355
$42.9K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
34+ 0.7% |
$3.51K - $3.98K
|
4.92K
$594K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
33+ 26.4% |
$3.41K - $3.87K
|
158
$19.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
33+ 0.5% |
$3.41K - $3.87K
|
6.59K
$795K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31+ 0.82% |
$3.2K - $3.63K
|
3.82K
$461K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
30+ 0.53% |
$3.1K - $3.52K
|
5.72K
$691K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
30New |
$3.1K - $3.52K
|
30
$3.62K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
30New |
$3.1K - $3.52K
|
30
$3.62K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
29+ 0.31% |
$2.99K - $3.4K
|
9.33K
$1.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
27+ 3.01% |
$2.79K - $3.16K
|
924
$112K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
27New |
$2.79K - $3.16K
|
27
$3.26K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
27+ 225.0% |
$2.79K - $3.16K
|
39
$4.71K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
25+ 1.22% |
$2.58K - $2.93K
|
2.07K
$250K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
25+ 0.67% |
$2.58K - $2.93K
|
3.78K
$456K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
25+ 0.78% |
$2.58K - $2.93K
|
3.21K
$388K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
25New |
$2.58K - $2.93K
|
25
$3.02K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 184.62% |
$2.48K - $2.81K
|
37
$4.47K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
24+ 0.46% |
$2.48K - $2.81K
|
5.23K
$631K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
21New |
$2.17K - $2.46K
|
21
$2.54K
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20+ 0.93% |
$2.06K - $2.34K
|
2.17K
$262K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 2.18% |
$1.96K - $2.23K
|
889
$107K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19+ 0.2% |
$1.96K - $2.23K
|
9.47K
$1.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
18+ 0.98% |
$1.86K - $2.11K
|
1.86K
$225K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
17+ 6.14% |
$1.75K - $1.99K
|
294
$35.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
16+ 0.95% |
$1.65K - $1.87K
|
1.7K
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
16+ 0.87% |
$1.65K - $1.87K
|
1.85K
$223K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15+ 1.02% |
$1.55K - $1.76K
|
1.48K
$179K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15+ 0.66% |
$1.55K - $1.76K
|
2.28K
$275K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
15+ 0.43% |
$1.55K - $1.76K
|
3.52K
$424K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14+ 3.93% |
$1.44K - $1.64K
|
370
$44.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 0.96% |
$1.34K - $1.52K
|
1.37K
$166K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
13+ 0.78% |
$1.34K - $1.52K
|
1.68K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
13+ 0.42% |
$1.34K - $1.52K
|
3.13K
$377K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
11+ 0.46% |
$1.14K - $1.29K
|
2.4K
$290K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
11+ 4.62% |
$1.14K - $1.29K
|
249
$30.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
11+ 0.99% |
$1.14K - $1.29K
|
1.13K
$136K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
11+ 0.12% |
$1.14K - $1.29K
|
9.16K
$1.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
10+ 47.62% |
$1.03K - $1.17K
|
31
$3.74K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 1.44% |
$1.03K - $1.17K
|
705
$85.1K
|