Purchases and Sales Made in Q4 2024 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
118New |
$13.8K - $15.3K
|
118
$14.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
110+ 5.95% |
$12.9K - $14.3K
|
1.96K
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
108+ 3.55% |
$12.6K - $14K
|
3.15K
$381K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
103New |
$12.1K - $13.4K
|
103
$12.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
103+ 1.4% |
$12.1K - $13.4K
|
7.44K
$900K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
96+ 2.26% |
$11.2K - $12.5K
|
4.35K
$525K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
92+ 4.49% |
$10.8K - $11.9K
|
2.14K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
85+ 4.07% |
$9.95K - $11K
|
2.17K
$263K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
82+ 4.4% |
$9.6K - $10.6K
|
1.95K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
75+ 3.99% |
$8.78K - $9.73K
|
1.96K
$237K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
73+ 50.0% |
$8.54K - $9.47K
|
219
$26.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
73+ 4.46% |
$8.54K - $9.47K
|
1.71K
$206K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
58+ 4.3% |
$6.79K - $7.53K
|
1.41K
$170K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
50+ 13.89% |
$5.85K - $6.49K
|
410
$49.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
45+ 102.27% |
$5.27K - $5.84K
|
89
$10.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
44+ 0.45% |
$5.15K - $5.71K
|
9.9K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
43+ 1.9% |
$5.03K - $5.58K
|
2.31K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
39New |
$4.56K - $5.06K
|
39
$4.72K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
38+ 1.62% |
$4.45K - $4.93K
|
2.38K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
35+ 0.87% |
$4.1K - $4.54K
|
4.06K
$491K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
31New |
$3.63K - $4.02K
|
31
$3.75K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
29+ 0.37% |
$3.39K - $3.76K
|
7.84K
$947K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
28+ 82.35% |
$3.28K - $3.63K
|
62
$7.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
26+ 0.88% |
$3.04K - $3.37K
|
2.98K
$361K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
25New |
$2.93K - $3.24K
|
25
$3.02K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
23+ 287.5% |
$2.69K - $2.98K
|
31
$3.75K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
21+ 0.33% |
$2.46K - $2.73K
|
6.42K
$776K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19+ 0.91% |
$2.22K - $2.47K
|
2.11K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
18+ 0.82% |
$2.11K - $2.34K
|
2.21K
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
15+ 0.8% |
$1.76K - $1.95K
|
1.89K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
14+ 14.0% |
$1.64K - $1.82K
|
114
$13.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
14+ 10.94% |
$1.64K - $1.82K
|
142
$17.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
12+ 25.53% |
$1.4K - $1.56K
|
59
$7.13K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 7.59% |
$1.4K - $1.56K
|
170
$20.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
11+ 0.48% |
$1.29K - $1.43K
|
2.31K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
10+ 0.43% |
$1.17K - $1.3K
|
2.36K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8+ 0.1% |
$936 - $1.04K
|
8.32K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7+ 0.37% |
$819 - $908
|
1.89K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.45% |
$702 - $779
|
1.35K
$163K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6New |
$702 - $779
|
6
$725
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 0.98% |
$585 - $649
|
514
$62.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 19.23% |
$585 - $649
|
31
$3.75K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.44% |
$585 - $649
|
1.13K
$137K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.78% |
$468 - $519
|
520
$62.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 6.0% |
$351 - $389
|
53
$6.41K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 60.0% |
$351 - $389
|
8
$967
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.84% |
$351 - $389
|
362
$43.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 1.06% |
$351 - $389
|
286
$34.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3+ 0.12% |
$351 - $389
|
2.45K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.13% |
$351 - $389
|
2.35K
$285K
|