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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
32+ 9.3% |
$3.75K - $4.15K
|
376
$49.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
31New |
$3.63K - $4.02K
|
31
$4.07K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
29+ 0.37% |
$3.39K - $3.76K
|
7.84K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
28+ 0.67% |
$3.28K - $3.63K
|
4.23K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28+ 1.29% |
$3.28K - $3.63K
|
2.2K
$289K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
28+ 82.35% |
$3.28K - $3.63K
|
62
$8.13K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26+ 2.07% |
$3.04K - $3.37K
|
1.28K
$168K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
26+ 0.88% |
$3.04K - $3.37K
|
2.98K
$391K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
25New |
$2.93K - $3.24K
|
25
$3.28K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
24New |
$2.81K - $3.11K
|
24
$3.15K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
23+ 287.5% |
$2.69K - $2.98K
|
31
$4.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
22+ 0.7% |
$2.57K - $2.85K
|
3.17K
$416K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
21New |
$2.46K - $2.73K
|
21
$2.75K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
21+ 0.33% |
$2.46K - $2.73K
|
6.42K
$842K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
20+ 0.97% |
$2.34K - $2.6K
|
2.08K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19+ 0.91% |
$2.22K - $2.47K
|
2.11K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19+ 0.44% |
$2.22K - $2.47K
|
4.29K
$563K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
18+ 0.82% |
$2.11K - $2.34K
|
2.21K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
18New |
$2.11K - $2.34K
|
18
$2.36K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
17+ 0.8% |
$1.99K - $2.21K
|
2.13K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
16New |
$1.87K - $2.08K
|
16
$2.1K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
16New |
$1.87K - $2.08K
|
16
$2.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16New |
$1.87K - $2.08K
|
16
$2.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
15+ 0.8% |
$1.76K - $1.95K
|
1.89K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15+ 1.05% |
$1.76K - $1.95K
|
1.44K
$189K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.23% |
$1.76K - $1.95K
|
6.58K
$862K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
14+ 14.0% |
$1.64K - $1.82K
|
114
$14.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
14+ 10.94% |
$1.64K - $1.82K
|
142
$18.6K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
14+ 0.76% |
$1.64K - $1.82K
|
1.86K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 2.82% |
$1.64K - $1.82K
|
510
$66.9K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 7.59% |
$1.4K - $1.56K
|
170
$22.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
12New |
$1.4K - $1.56K
|
12
$1.57K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
12+ 25.53% |
$1.4K - $1.56K
|
59
$7.74K
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
12+ 0.59% |
$1.4K - $1.56K
|
2.06K
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 3.78% |
$1.29K - $1.43K
|
302
$39.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11+ 0.56% |
$1.29K - $1.43K
|
1.96K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
11+ 0.48% |
$1.29K - $1.43K
|
2.31K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10+ 0.04% |
$1.17K - $1.3K
|
28.3K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10+ 25.0% |
$1.17K - $1.3K
|
50
$6.56K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
10+ 0.43% |
$1.17K - $1.3K
|
2.36K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
9+ 0.23% |
$1.05K - $1.17K
|
3.85K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8New |
$936 - $1.04K
|
8
$1.05K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8+ 0.1% |
$936 - $1.04K
|
8.32K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
8+ 2.2% |
$936 - $1.04K
|
371
$48.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
8New |
$936 - $1.04K
|
8
$1.05K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
8New |
$936 - $1.04K
|
8
$1.05K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.21% |
$936 - $1.04K
|
3.84K
$504K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
7New |
$819 - $908
|
7
$918
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7+ 0.37% |
$819 - $908
|
1.89K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
6New |
$702 - $779
|
6
$787
|