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 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
132+ 2.15% |
$15.4K - $17.1K
|
6.26K
$821K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
132+ 3.58% |
$15.4K - $17.1K
|
3.82K
$501K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
125+ 0.97% |
$14.6K - $16.2K
|
13K
$1.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
121+ 2.51% |
$14.2K - $15.7K
|
4.95K
$648K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
120New |
$14K - $15.6K
|
120
$15.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
120New |
$14K - $15.6K
|
120
$15.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
119New |
$13.9K - $15.4K
|
119
$15.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
118New |
$13.8K - $15.3K
|
118
$15.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
115+ 0.06% |
$13.5K - $14.9K
|
201K
$26.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
110+ 0.4% |
$12.9K - $14.3K
|
27.3K
$3.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
110+ 5.95% |
$12.9K - $14.3K
|
1.96K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
108+ 3.55% |
$12.6K - $14K
|
3.15K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
106+ 1.9% |
$12.4K - $13.8K
|
5.68K
$745K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
103+ 1.4% |
$12.1K - $13.4K
|
7.44K
$976K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
103New |
$12.1K - $13.4K
|
103
$13.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
100New |
$11.7K - $13K
|
100
$13.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
96+ 2.26% |
$11.2K - $12.5K
|
4.35K
$570K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
92+ 4.49% |
$10.8K - $11.9K
|
2.14K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
90+ 8.07% |
$10.5K - $11.7K
|
1.21K
$158K
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
89New |
$10.4K - $11.5K
|
89
$11.7K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
85+ 1214.29% |
$9.95K - $11K
|
92
$12.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
85+ 4.07% |
$9.95K - $11K
|
2.17K
$285K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
82+ 4.4% |
$9.6K - $10.6K
|
1.95K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
77+ 1.48% |
$9.01K - $9.99K
|
5.29K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
75New |
$8.78K - $9.73K
|
75
$9.83K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
75+ 3.99% |
$8.78K - $9.73K
|
1.96K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
75New |
$8.78K - $9.73K
|
75
$9.83K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
75New |
$8.78K - $9.73K
|
75
$9.83K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
73New |
$8.54K - $9.47K
|
73
$9.57K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
73+ 4.46% |
$8.54K - $9.47K
|
1.71K
$224K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
73+ 50.0% |
$8.54K - $9.47K
|
219
$28.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
69+ 1.26% |
$8.08K - $8.95K
|
5.53K
$726K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
65+ 18.57% |
$7.61K - $8.44K
|
415
$54.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
63+ 3.41% |
$7.37K - $8.18K
|
1.91K
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
58+ 4.3% |
$6.79K - $7.53K
|
1.41K
$184K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
56+ 233.33% |
$6.55K - $7.27K
|
80
$10.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
53+ 0.24% |
$6.2K - $6.88K
|
21.9K
$2.87M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
50+ 13.89% |
$5.85K - $6.49K
|
410
$53.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
48+ 2.57% |
$5.62K - $6.23K
|
1.92K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
48+ 0.43% |
$5.62K - $6.23K
|
11.3K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
45+ 102.27% |
$5.27K - $5.84K
|
89
$11.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
44+ 0.45% |
$5.15K - $5.71K
|
9.9K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
43+ 1.9% |
$5.03K - $5.58K
|
2.31K
$303K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
42+ 1.96% |
$4.92K - $5.45K
|
2.19K
$287K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
39New |
$4.56K - $5.06K
|
39
$5.11K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
38+ 1.62% |
$4.45K - $4.93K
|
2.38K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
35+ 7.0% |
$4.1K - $4.54K
|
535
$70.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
35+ 0.87% |
$4.1K - $4.54K
|
4.06K
$532K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
34New |
$3.98K - $4.41K
|
34
$4.46K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32+ 0.18% |
$3.75K - $4.15K
|
17.8K
$2.33M
|