Purchases and Sales Made in Q4 2023 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q4 2023. 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 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
46+ 1.41% |
$4.33K - $5.21K
|
3.31K
$434K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
45New |
$4.24K - $5.1K
|
45
$5.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
38+ 0.58% |
$3.58K - $4.31K
|
6.55K
$859K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
36New |
$3.39K - $4.08K
|
36
$4.72K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
35+ 71.43% |
$3.3K - $3.97K
|
84
$11K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
35+ 12.28% |
$3.3K - $3.97K
|
320
$42K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
33+ 2.35% |
$3.11K - $3.74K
|
1.44K
$189K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
31New |
$2.92K - $3.51K
|
31
$4.07K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
31+ 44.93% |
$2.92K - $3.51K
|
100
$13.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
31+ 56.36% |
$2.92K - $3.51K
|
86
$11.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
30+ 375.0% |
$2.83K - $3.4K
|
38
$4.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
30+ 1.42% |
$2.83K - $3.4K
|
2.15K
$282K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
30+ 0.81% |
$2.83K - $3.4K
|
3.74K
$490K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
25+ 12.63% |
$2.36K - $2.83K
|
223
$29.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
25New |
$2.36K - $2.83K
|
25
$3.28K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
21New |
$1.98K - $2.38K
|
21
$2.75K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
21+ 5.72% |
$1.98K - $2.38K
|
388
$50.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
21+ 1.0% |
$1.98K - $2.38K
|
2.13K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
20+ 0.31% |
$1.88K - $2.27K
|
6.53K
$856K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
20+ 0.64% |
$1.88K - $2.27K
|
3.13K
$410K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
17+ 0.62% |
$1.6K - $1.93K
|
2.74K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
15+ 2.32% |
$1.41K - $1.7K
|
662
$86.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14New |
$1.32K - $1.59K
|
14
$1.84K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
14+ 2.11% |
$1.32K - $1.59K
|
676
$88.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
12+ 0.3% |
$1.13K - $1.36K
|
3.98K
$522K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
12+ 0.2% |
$1.13K - $1.36K
|
5.96K
$781K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12New |
$1.13K - $1.36K
|
12
$1.57K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12New |
$1.13K - $1.36K
|
12
$1.57K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10+ 0.33% |
$942 - $1.13K
|
3.01K
$395K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
10New |
$942 - $1.13K
|
10
$1.31K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9New |
$848 - $1.02K
|
9
$1.18K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9+ 0.33% |
$848 - $1.02K
|
2.76K
$362K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9New |
$848 - $1.02K
|
9
$1.18K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
8+ 0.09% |
$754 - $907
|
9.32K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8New |
$754 - $907
|
8
$1.05K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 0.48% |
$754 - $907
|
1.69K
$221K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
7+ 0.83% |
$659 - $793
|
851
$112K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 1.16% |
$659 - $793
|
608
$79.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6+ 0.13% |
$565 - $680
|
4.72K
$618K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 60.0% |
$565 - $680
|
16
$2.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 19.35% |
$565 - $680
|
37
$4.85K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.52% |
$471 - $567
|
959
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5New |
$471 - $567
|
5
$656
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5+ 0.2% |
$471 - $567
|
2.54K
$333K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 1.01% |
$471 - $567
|
502
$65.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 11.36% |
$471 - $567
|
49
$6.43K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4+ 5.41% |
$377 - $453
|
78
$10.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4+ 0.15% |
$377 - $453
|
2.73K
$358K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 0.97% |
$377 - $453
|
418
$54.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 23.53% |
$377 - $453
|
21
$2.75K
|