Purchases and Sales Made in Q4 2022 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
66+ 825.0% |
$6.9K - $7.96K
|
74
$9.28K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
62+ 52.1% |
$6.48K - $7.48K
|
181
$22.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
61+ 2.43% |
$6.37K - $7.36K
|
2.57K
$322K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
60+ 125.0% |
$6.27K - $7.24K
|
108
$13.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
60+ 0.84% |
$6.27K - $7.24K
|
7.21K
$904K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
58+ 3.07% |
$6.06K - $6.99K
|
1.95K
$244K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
55New |
$5.75K - $6.63K
|
55
$6.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
54+ 0.63% |
$5.64K - $6.51K
|
8.64K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
52+ 0.95% |
$5.43K - $6.27K
|
5.52K
$692K
|
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
50+ 2.06% |
$5.23K - $6.03K
|
2.48K
$311K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
47+ 12.84% |
$4.91K - $5.67K
|
413
$51.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
47+ 2.19% |
$4.91K - $5.67K
|
2.2K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
44New |
$4.6K - $5.31K
|
44
$5.52K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
43+ 17.41% |
$4.49K - $5.19K
|
290
$36.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
37+ 0.48% |
$3.87K - $4.46K
|
7.67K
$962K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
36+ 1.25% |
$3.76K - $4.34K
|
2.92K
$367K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
35+ 7.26% |
$3.66K - $4.22K
|
517
$64.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
33+ 1.75% |
$3.45K - $3.98K
|
1.92K
$241K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
32+ 48.48% |
$3.34K - $3.86K
|
98
$12.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
32+ 0.31% |
$3.34K - $3.86K
|
10.5K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
32+ 800.0% |
$3.34K - $3.86K
|
36
$4.52K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
32+ 0.88% |
$3.34K - $3.86K
|
3.67K
$461K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
31+ 0.68% |
$3.24K - $3.74K
|
4.6K
$576K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
31New |
$3.24K - $3.74K
|
31
$3.89K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
29New |
$3.03K - $3.5K
|
29
$3.64K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
28+ 0.1% |
$2.93K - $3.38K
|
27.3K
$3.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
28+ 1.16% |
$2.93K - $3.38K
|
2.44K
$306K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
26New |
$2.72K - $3.14K
|
26
$3.26K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
26+ 325.0% |
$2.72K - $3.14K
|
34
$4.27K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
25New |
$2.61K - $3.01K
|
25
$3.14K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
24New |
$2.51K - $2.89K
|
24
$3.01K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
23+ 0.32% |
$2.4K - $2.77K
|
7.17K
$899K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
23+ 2.94% |
$2.4K - $2.77K
|
804
$101K
|
|
|
Jan 20, 2023
Q4 2022
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
22+ 3.2% |
$2.3K - $2.65K
|
709
$88.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
20+ 0.68% |
$2.09K - $2.41K
|
2.97K
$372K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
19New |
$1.99K - $2.29K
|
19
$2.38K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
16+ 0.92% |
$1.67K - $1.93K
|
1.76K
$220K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
15+ 0.3% |
$1.57K - $1.81K
|
4.97K
$624K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
14+ 6.86% |
$1.46K - $1.69K
|
218
$27.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
14New |
$1.46K - $1.69K
|
14
$1.76K
|
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
13+ 0.67% |
$1.36K - $1.57K
|
1.95K
$244K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13New |
$1.36K - $1.57K
|
13
$1.63K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
13+ 0.22% |
$1.36K - $1.57K
|
5.94K
$745K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
12New |
$1.25K - $1.45K
|
12
$1.51K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
10+ 0.3% |
$1.05K - $1.21K
|
3.37K
$423K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10+ 0.78% |
$1.05K - $1.21K
|
1.29K
$162K
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
10+ 0.09% |
$1.05K - $1.21K
|
10.6K
$1.33M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9+ 7.26% |
$941 - $1.09K
|
133
$16.7K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9+ 0.14% |
$941 - $1.09K
|
6.64K
$833K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.31% |
$732 - $844
|
2.27K
$285K
|