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 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.22% |
$377 - $453
|
1.84K
$241K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
4New |
$377 - $453
|
4
$525
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 2.68% |
$377 - $453
|
153
$20.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3New |
$283 - $340
|
3
$393
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.87% |
$283 - $340
|
349
$45.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3+ 1.68% |
$283 - $340
|
182
$23.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3New |
$283 - $340
|
3
$393
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.87% |
$283 - $340
|
349
$45.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2+ 0.08% |
$188 - $227
|
2.51K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.06% |
$188 - $227
|
3.6K
$472K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2+ 0.05% |
$188 - $227
|
4.34K
$569K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.05% |
$188 - $227
|
4.34K
$569K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.7% |
$94.2 - $113
|
144
$18.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.48% |
$94.2 - $113
|
208
$27.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.1% |
$94.2 - $113
|
1.01K
$132K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1New |
$94.2 - $113
|
1
$131
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$94.2 - $113
|
6.47K
$848K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.52% |
$188 - $227
|
383
$50.2K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-2- 40.0% |
$188 - $227
|
3
$393
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2- 0.9% |
$188 - $227
|
221
$29K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3- 17.65% |
$283 - $340
|
14
$1.84K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3- 0.08% |
$283 - $340
|
3.73K
$489K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 0.08% |
$283 - $340
|
3.67K
$481K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 25.0% |
$377 - $453
|
12
$1.57K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 1.11% |
$471 - $567
|
445
$58.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-5- 0.32% |
$471 - $567
|
1.56K
$205K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5- 0.13% |
$471 - $567
|
3.9K
$511K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6- 85.71% |
$565 - $680
|
1
$131
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8- 0.25% |
$754 - $907
|
3.18K
$418K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8- 2.26% |
$754 - $907
|
346
$45.4K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-10- 0.2% |
$942 - $1.13K
|
4.94K
$648K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-12- 0.34% |
$1.13K - $1.36K
|
3.56K
$467K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13- 0.11% |
$1.22K - $1.47K
|
11.6K
$1.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-16- 43.24% |
$1.51K - $1.81K
|
21
$2.75K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-20- 20.0% |
$1.88K - $2.27K
|
80
$10.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-20- 0.18% |
$1.88K - $2.27K
|
11.2K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-23- 1.07% |
$2.17K - $2.61K
|
2.13K
$280K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-27- 32.93% |
$2.54K - $3.06K
|
55
$7.21K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-27- 32.93% |
$2.54K - $3.06K
|
55
$7.21K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-31- 91.18% |
$2.92K - $3.51K
|
3
$393
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
SELL
|
- |
-34- 0.53% |
$3.2K - $3.85K
|
6.42K
$842K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-36- 81.82% |
$3.39K - $4.08K
|
8
$1.05K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-36- 81.82% |
$3.39K - $4.08K
|
8
$1.05K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-43- 1.83% |
$4.05K - $4.87K
|
2.31K
$303K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-47- 0.88% |
$4.43K - $5.33K
|
5.31K
$696K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-48- 0.47% |
$4.52K - $5.44K
|
10.2K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-49- 83.05% |
$4.62K - $5.55K
|
10
$1.31K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-50- 7.33% |
$4.71K - $5.67K
|
632
$82.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-52- 27.66% |
$4.9K - $5.89K
|
136
$17.8K
|