Purchases and Sales Made in Q4 2023 in Dte Energy CO (DTE)

DTE Quotes by TradingView

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
May 24, 2024 Q4 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
3
+ 0.87%
$283 - $340
349 $45K
Feb 13, 2024 Q4 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
3
New
$283 - $340
3 $387
Feb 09, 2024 Q4 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
3
New
$283 - $340
3 $387
Feb 09, 2024 Q4 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
3
+ 1.68%
$283 - $340
182 $23.5K
Jan 31, 2024 Q4 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
3
+ 0.87%
$283 - $340
349 $45K
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

BUY
 -
2
+ 0.05%
$188 - $227
4.34K $560K
Jan 25, 2024 Q4 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
2
+ 0.05%
$188 - $227
4.34K $560K
Feb 14, 2024 Q4 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
2
+ 0.06%
$188 - $227
3.6K $464K
Feb 12, 2024 Q4 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
2
+ 0.08%
$188 - $227
2.51K $323K
Jan 10, 2024 Q4 2023
Rise Advisors, LLC

BUY
 -
1
+ 0.7%
$94.2 - $113
144 $18.6K
Jan 05, 2024 Q4 2023
Capital Investment Advisors, LLC

BUY
 -
1
+ 0.02%
$94.2 - $113
6.47K $834K
Feb 14, 2024 Q4 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
1
+ 0.48%
$94.2 - $113
208 $26.8K
Feb 13, 2024 Q4 2023
First Manhattan CO

New York, NY
BUY
 -
1
New
$94.2 - $113
1 $129
Feb 08, 2024 Q4 2023
Asset Dedication, LLC

SELL
 -
-2
- 0.9%
$188 - $227
221 $28.5K
Jan 18, 2024 Q4 2023
West End Advisors, LLC

SELL
 -
-2
- 40.0%
$188 - $227
3 $387
Feb 06, 2024 Q4 2023
Spire Wealth Management

SELL
 -
-2
- 0.52%
$188 - $227
383 $49.4K
Jan 29, 2024 Q4 2023
New Edge Wealth, LLC

Pittsburgh, PA
SELL
 -
-3
- 0.08%
$283 - $340
3.73K $481K
Feb 12, 2024 Q4 2023
Cornerstone Planning Group LLC

Fairfield, NJ
SELL
 -
-3
- 17.65%
$283 - $340
14 $1.81K
Jan 16, 2024 Q4 2023
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-3
- 0.08%
$283 - $340
3.67K $473K
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
SELL
 -
-4
- 25.0%
$377 - $453
12 $1.55K
Jan 24, 2024 Q4 2023
Central Trust CO

Jefferson City, MO
SELL
 -
-5
- 0.13%
$471 - $567
3.9K $503K
Feb 09, 2024 Q4 2023
Delta Asset Management LLC

Memphis, TN
SELL
 -
-5
- 0.32%
$471 - $567
1.56K $201K
Jan 08, 2024 Q4 2023
Versant Capital Management, Inc

SELL
 -
-5
- 1.11%
$471 - $567
445 $57.4K
Feb 12, 2024 Q4 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-6
- 85.71%
$565 - $680
1 $129
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

SELL
 -
-8
- 2.26%
$754 - $907
346 $44.6K
Feb 12, 2024 Q4 2023
Fiduciary Trust CO

Boston, MA
SELL
 -
-8
- 0.25%
$754 - $907
3.18K $411K
Feb 09, 2024 Q4 2023
D.A. Davidson & Co.

SELL
 -
-10
- 0.2%
$942 - $1.13K
4.94K $638K
Feb 13, 2024 Q4 2023
Prudential PLC

London, England, X0
SELL
 -
-12
- 0.34%
$1.13K - $1.36K
3.56K $459K
Feb 06, 2024 Q4 2023
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-13
- 0.11%
$1.22K - $1.47K
11.6K $1.49M
Feb 08, 2024 Q4 2023
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-16
- 43.24%
$1.51K - $1.81K
21 $2.71K
Feb 14, 2024 Q4 2023
Meiji Yasuda Asset Management CO Ltd.

Tokyo, M0
SELL
 -
-20
- 0.18%
$1.88K - $2.27K
11.2K $1.44M
Jan 30, 2024 Q4 2023
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-20
- 20.0%
$1.88K - $2.27K
80 $10.3K
Feb 14, 2024 Q4 2023
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-23
- 1.07%
$2.17K - $2.61K
2.13K $275K
Feb 08, 2024 Q4 2023
Prestige Wealth Management Group LLC

SELL
 -
-27
- 32.93%
$2.54K - $3.06K
55 $7.1K
Apr 26, 2024 Q4 2023
Prestige Wealth Management Group LLC

SELL
 -
-27
- 32.93%
$2.54K - $3.06K
55 $7.1K
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

SELL
 -
-31
- 91.18%
$2.92K - $3.51K
3 $387
Feb 05, 2024 Q4 2023
Veriti Management LLC

SELL
 -
-34
- 0.53%
$3.2K - $3.85K
6.42K $828K
Jun 14, 2024 Q4 2023
Quent Capital, LLC

SELL
 -
-36
- 81.82%
$3.39K - $4.08K
8 $1.03K
Jan 19, 2024 Q4 2023
Quent Capital, LLC

SELL
 -
-36
- 81.82%
$3.39K - $4.08K
8 $1.03K
Feb 06, 2024 Q4 2023
Tci Wealth Advisors, Inc.

SELL
 -
-43
- 1.83%
$4.05K - $4.87K
2.31K $298K
Feb 07, 2024 Q4 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-47
- 0.88%
$4.43K - $5.33K
5.31K $685K
Jan 17, 2024 Q4 2023
Fiduciary Alliance LLC

Greenville, SC
SELL
 -
-48
- 0.47%
$4.52K - $5.44K
10.2K $1.32M
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-49
- 83.05%
$4.62K - $5.55K
10 $1.29K
Feb 12, 2024 Q4 2023
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-50
- 7.33%
$4.71K - $5.67K
632 $81.6K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-52
- 27.66%
$4.9K - $5.89K
136 $17.5K
Feb 15, 2024 Q4 2023
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-52
- 91.23%
$4.9K - $5.89K
5 $645
Jan 29, 2024 Q4 2023
Center For Financial Planning, Inc.

Southfied, MI
SELL
 -
-52
- 1.06%
$4.9K - $5.89K
4.87K $628K
Feb 14, 2024 Q4 2023
Vestcor Inc

Fredericton, A3
SELL
 -
-53
- 0.51%
$4.99K - $6.01K
10.4K $1.34M
Jan 17, 2024 Q4 2023
Assenagon Asset Management S.A.

SELL
 -
-72
- 1.23%
$6.78K - $8.16K
5.78K $746K

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