Purchases and Sales Made in Q3 2024 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
128New |
$13.9K - $16.4K
|
128
$16.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
126+ 1.94% |
$13.7K - $16.2K
|
6.63K
$870K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
125New |
$13.6K - $16.1K
|
125
$16.4K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
125+ 1.73% |
$13.6K - $16.1K
|
7.36K
$965K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
121+ 127.37% |
$13.1K - $15.5K
|
216
$28.3K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
119+ 2.42% |
$12.9K - $15.3K
|
5.04K
$661K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
110New |
$12K - $14.1K
|
110
$14.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
110+ 2.1% |
$12K - $14.1K
|
5.34K
$700K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
107+ 17.31% |
$11.6K - $13.7K
|
725
$95.1K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
100New |
$10.9K - $12.8K
|
100
$13.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.29% |
$10.9K - $12.8K
|
34.2K
$4.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
100New |
$10.9K - $12.8K
|
100
$13.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
96+ 4.01% |
$10.4K - $12.3K
|
2.49K
$327K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
95+ 3.57% |
$10.3K - $12.2K
|
2.75K
$361K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
86+ 3.07% |
$9.35K - $11K
|
2.89K
$379K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
86+ 5.65% |
$9.35K - $11K
|
1.61K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
85+ 3.52% |
$9.24K - $10.9K
|
2.5K
$328K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
81+ 2.31% |
$8.8K - $10.4K
|
3.59K
$470K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
78+ 28.68% |
$8.48K - $10K
|
350
$45.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
75+ 0.7% |
$8.15K - $9.63K
|
10.8K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
68+ 0.74% |
$7.39K - $8.73K
|
9.28K
$1.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
66New |
$7.17K - $8.48K
|
66
$8.65K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
61+ 44.2% |
$6.63K - $7.83K
|
199
$26.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
60+ 3.32% |
$6.52K - $7.7K
|
1.87K
$245K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
59+ 0.33% |
$6.41K - $7.58K
|
17.8K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
58+ 2.23% |
$6.3K - $7.45K
|
2.66K
$349K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
57+ 1.04% |
$6.19K - $7.32K
|
5.53K
$725K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
54+ 1.29% |
$5.87K - $6.93K
|
4.25K
$557K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
50+ 3.36% |
$5.43K - $6.42K
|
1.54K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
50+ 1.5% |
$5.43K - $6.42K
|
3.38K
$443K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
50New |
$5.43K - $6.42K
|
50
$6.56K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
50+ 1.23% |
$5.43K - $6.42K
|
4.12K
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
49+ 0.17% |
$5.32K - $6.29K
|
28.5K
$3.74M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
49+ 2.45% |
$5.32K - $6.29K
|
2.05K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
48+ 6.44% |
$5.22K - $6.16K
|
793
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
48+ 0.51% |
$5.22K - $6.16K
|
9.54K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
45+ 1.55% |
$4.89K - $5.78K
|
2.96K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
41+ 1.96% |
$4.46K - $5.26K
|
2.14K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
41+ 1.32% |
$4.46K - $5.26K
|
3.15K
$413K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
41New |
$4.46K - $5.26K
|
41
$5.38K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
40+ 1.77% |
$4.35K - $5.14K
|
2.3K
$301K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
39+ 2.98% |
$4.24K - $5.01K
|
1.35K
$177K
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
36+ 0.28% |
$3.91K - $4.62K
|
12.9K
$1.69M
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
36+ 0.28% |
$3.91K - $4.62K
|
12.9K
$1.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
34New |
$3.69K - $4.37K
|
34
$4.46K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
34+ 51.52% |
$3.69K - $4.37K
|
100
$13.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32+ 2.95% |
$3.48K - $4.11K
|
1.12K
$146K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
31+ 0.95% |
$3.37K - $3.98K
|
3.29K
$432K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
31+ 3.35% |
$3.37K - $3.98K
|
955
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31+ 0.81% |
$3.37K - $3.98K
|
3.85K
$505K
|