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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
110+ 2.1% |
$12K - $14.1K
|
5.34K
$645K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
107+ 17.31% |
$11.6K - $13.7K
|
725
$87.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.29% |
$10.9K - $12.8K
|
34.2K
$4.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
100New |
$10.9K - $12.8K
|
100
$12.1K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
100New |
$10.9K - $12.8K
|
100
$12.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
96+ 4.01% |
$10.4K - $12.3K
|
2.49K
$301K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
95+ 3.57% |
$10.3K - $12.2K
|
2.75K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
86+ 5.65% |
$9.35K - $11K
|
1.61K
$194K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
86+ 3.07% |
$9.35K - $11K
|
2.89K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
85+ 3.52% |
$9.24K - $10.9K
|
2.5K
$302K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
81+ 2.31% |
$8.8K - $10.4K
|
3.59K
$433K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
78+ 28.68% |
$8.48K - $10K
|
350
$42.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
75+ 0.7% |
$8.15K - $9.63K
|
10.8K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
68+ 0.74% |
$7.39K - $8.73K
|
9.28K
$1.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
66New |
$7.17K - $8.48K
|
66
$7.97K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
61+ 44.2% |
$6.63K - $7.83K
|
199
$24K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
60+ 3.32% |
$6.52K - $7.7K
|
1.87K
$225K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
59+ 0.33% |
$6.41K - $7.58K
|
17.8K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
58+ 2.23% |
$6.3K - $7.45K
|
2.66K
$321K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
57+ 1.04% |
$6.19K - $7.32K
|
5.53K
$667K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
54+ 1.29% |
$5.87K - $6.93K
|
4.25K
$513K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
50+ 1.23% |
$5.43K - $6.42K
|
4.12K
$498K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
50New |
$5.43K - $6.42K
|
50
$6.04K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
50+ 1.5% |
$5.43K - $6.42K
|
3.38K
$408K
|
|
|
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
$186K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
49+ 0.17% |
$5.32K - $6.29K
|
28.5K
$3.45M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
49+ 2.45% |
$5.32K - $6.29K
|
2.05K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
48+ 6.44% |
$5.22K - $6.16K
|
793
$95.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
48+ 0.51% |
$5.22K - $6.16K
|
9.54K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
45+ 1.55% |
$4.89K - $5.78K
|
2.96K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
41+ 1.32% |
$4.46K - $5.26K
|
3.15K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
41+ 1.96% |
$4.46K - $5.26K
|
2.14K
$258K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
41New |
$4.46K - $5.26K
|
41
$4.95K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
40+ 1.77% |
$4.35K - $5.14K
|
2.3K
$277K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
39+ 2.98% |
$4.24K - $5.01K
|
1.35K
$163K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
34+ 51.52% |
$3.69K - $4.37K
|
100
$12.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
34New |
$3.69K - $4.37K
|
34
$4.11K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32+ 2.95% |
$3.48K - $4.11K
|
1.12K
$135K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
31+ 3.35% |
$3.37K - $3.98K
|
955
$115K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
31+ 0.95% |
$3.37K - $3.98K
|
3.29K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31+ 0.81% |
$3.37K - $3.98K
|
3.85K
$465K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
30New |
$3.26K - $3.85K
|
30
$3.62K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
30+ 0.36% |
$3.26K - $3.85K
|
8.31K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29+ 0.05% |
$3.15K - $3.72K
|
60.5K
$7.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29+ 1.51% |
$3.15K - $3.72K
|
1.95K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
29+ 0.55% |
$3.15K - $3.72K
|
5.33K
$643K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
28+ 19.18% |
$3.04K - $3.6K
|
174
$21K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
28+ 0.31% |
$3.04K - $3.6K
|
9.04K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
27+ 0.1% |
$2.93K - $3.47K
|
28K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
27+ 1.33% |
$2.93K - $3.47K
|
2.06K
$249K
|