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 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.98% |
$543 - $642
|
516
$67.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 35.71% |
$543 - $642
|
19
$2.49K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.12% |
$435 - $514
|
3.35K
$439K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
3New |
$326 - $385
|
3
$393
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.09% |
$326 - $385
|
278
$36.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.84% |
$326 - $385
|
359
$47.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 13.04% |
$326 - $385
|
26
$3.41K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 1.39% |
$217 - $257
|
146
$19.1K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$217 - $257
|
5.78K
$758K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.05% |
$217 - $257
|
4.03K
$528K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2+ 0.06% |
$217 - $257
|
3.08K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$109 - $128
|
4.27K
$560K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.03% |
$109 - $128
|
3.36K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1+ 0.02% |
$109 - $128
|
4.79K
$628K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 4.0% |
$109 - $128
|
26
$3.41K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.2% |
$109 - $128
|
496
$65K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.03% |
$109 - $128
|
3.67K
$481K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1New |
$109 - $128
|
1
$131
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 1.2% |
$109 - $128
|
84
$11K
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1- 0.51% |
$109 - $128
|
196
$25.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.36% |
$109 - $128
|
276
$36.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 4.88% |
$217 - $257
|
39
$5.11K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3- 1.02% |
$326 - $385
|
291
$38.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-5- 16.13% |
$543 - $642
|
26
$3.41K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-8- 0.43% |
$869 - $1.03K
|
1.85K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-8- 4.04% |
$869 - $1.03K
|
190
$24.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-9- 0.32% |
$978 - $1.16K
|
2.77K
$363K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 27.03% |
$1.09K - $1.28K
|
27
$3.54K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 0.64% |
$1.09K - $1.28K
|
1.55K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-10- 0.13% |
$1.09K - $1.28K
|
7.4K
$970K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 2.7% |
$1.09K - $1.28K
|
360
$47.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12- 0.56% |
$1.3K - $1.54K
|
2.12K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-13- 0.28% |
$1.41K - $1.67K
|
4.67K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-13- 43.33% |
$1.41K - $1.67K
|
17
$2.23K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13- 0.63% |
$1.41K - $1.67K
|
2.05K
$268K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-15- 1.49% |
$1.63K - $1.93K
|
995
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-16- 0.75% |
$1.74K - $2.05K
|
2.11K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-19- 0.16% |
$2.06K - $2.44K
|
12.1K
$1.59M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-20- 0.14% |
$2.17K - $2.57K
|
14.2K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-24- 0.36% |
$2.61K - $3.08K
|
6.56K
$860K
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-25- 1.17% |
$2.72K - $3.21K
|
2.11K
$277K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-26- 0.8% |
$2.83K - $3.34K
|
3.24K
$425K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-26- 1.07% |
$2.83K - $3.34K
|
2.41K
$317K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-30- 0.81% |
$3.26K - $3.85K
|
3.69K
$484K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-31- 56.36% |
$3.37K - $3.98K
|
24
$3.15K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-31- 1.36% |
$3.37K - $3.98K
|
2.25K
$295K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-32- 0.89% |
$3.48K - $4.11K
|
3.55K
$466K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-32- 1.34% |
$3.48K - $4.11K
|
2.35K
$308K
|