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 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
327+ 8.81% |
$38.3K - $42.4K
|
4.04K
$529K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
325+ 2.29% |
$38K - $42.2K
|
14.5K
$1.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
322+ 2.91% |
$37.7K - $41.8K
|
11.4K
$1.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
321+ 2.28% |
$37.6K - $41.7K
|
14.4K
$1.89M
|
|
|
Apr 28, 2025
Q4 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
320+ 1.06% |
$37.5K - $41.5K
|
30.5K
$3.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
313+ 81.51% |
$36.6K - $40.6K
|
697
$91.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
311+ 10.76% |
$36.4K - $40.4K
|
3.2K
$420K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
301+ 0.71% |
$35.2K - $39.1K
|
42.5K
$5.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
300+ 60.0% |
$35.1K - $38.9K
|
800
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
293New |
$34.3K - $38K
|
293
$38.4K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
293New |
$34.3K - $38K
|
293
$38.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
292+ 39.78% |
$34.2K - $37.9K
|
1.03K
$135K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
292+ 10.03% |
$34.2K - $37.9K
|
3.2K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
287+ 11.47% |
$33.6K - $37.2K
|
2.79K
$366K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
277+ 5.19% |
$32.4K - $35.9K
|
5.62K
$736K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
271+ 3.25% |
$31.7K - $35.2K
|
8.6K
$1.13M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
267+ 890.0% |
$31.2K - $34.6K
|
297
$38.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
267+ 8.82% |
$31.2K - $34.6K
|
3.3K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
266+ 10.01% |
$31.1K - $34.5K
|
2.92K
$383K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
265+ 22.01% |
$31K - $34.4K
|
1.47K
$193K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
255+ 18.35% |
$29.8K - $33.1K
|
1.65K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
255+ 3.11% |
$29.8K - $33.1K
|
8.45K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
240+ 5.82% |
$28.1K - $31.1K
|
4.36K
$572K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
240+ 2.04% |
$28.1K - $31.1K
|
12K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
233+ 4.15% |
$27.3K - $30.2K
|
5.85K
$768K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
232+ 4.4% |
$27.2K - $30.1K
|
5.5K
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
225+ 3.29% |
$26.3K - $29.2K
|
7.07K
$926K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
225+ 4.07% |
$26.3K - $29.2K
|
5.75K
$754K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
220+ 4.19% |
$25.7K - $28.5K
|
5.47K
$717K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
217+ 0.79% |
$25.4K - $28.2K
|
27.6K
$3.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
207+ 2.55% |
$24.2K - $26.9K
|
8.33K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
205+ 3.68% |
$24K - $26.6K
|
5.78K
$758K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
195+ 0.78% |
$22.8K - $25.3K
|
25.1K
$3.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
183+ 8.72% |
$21.4K - $23.7K
|
2.28K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
182+ 2.02% |
$21.3K - $23.6K
|
9.17K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
168New |
$19.7K - $21.8K
|
168
$22K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
167+ 2.01% |
$19.5K - $21.7K
|
8.46K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
166+ 2.75% |
$19.4K - $21.5K
|
6.21K
$815K
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
163+ 0.1% |
$19.1K - $21.2K
|
167K
$21.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
159+ 5.74% |
$18.6K - $20.6K
|
2.93K
$384K
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
155+ 1.33% |
$18.1K - $20.1K
|
11.8K
$1.55M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
152+ 1.18% |
$17.8K - $19.7K
|
13K
$1.7M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
152+ 1.18% |
$17.8K - $19.7K
|
13K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
150New |
$17.6K - $19.5K
|
150
$19.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
147+ 1.79% |
$17.2K - $19.1K
|
8.37K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
143+ 0.81% |
$16.7K - $18.6K
|
17.8K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
138+ 3.01% |
$16.2K - $17.9K
|
4.73K
$620K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
138+ 0.58% |
$16.2K - $17.9K
|
24K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
136+ 0.46% |
$15.9K - $17.6K
|
29.9K
$3.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
135+ 5.77% |
$15.8K - $17.5K
|
2.48K
$325K
|