A detailed history of Ever Source Wealth Advisors, LLC transactions in Dte Energy CO stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,115 shares of DTE stock, worth $134,647. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,115
Previous 1,083 2.95%
Holding current value
$134,647
Previous $120,000 19.17%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$108.67 - $128.41 $3,477 - $4,109
32 Added 2.95%
1,115 $143,000
Q2 2024

Aug 13, 2024

BUY
$103.2 - $117.18 $4,953 - $5,624
48 Added 4.64%
1,083 $120,000
Q1 2024

Jun 11, 2024

BUY
$102.36 - $112.95 $92,021 - $101,542
899 Added 661.03%
1,035 $116,000
Q4 2023

Feb 09, 2024

SELL
$94.2 - $113.32 $4,898 - $5,892
-52 Reduced 27.66%
136 $14,000
Q3 2023

Nov 03, 2023

BUY
$98.63 - $115.87 $4,438 - $5,214
45 Added 31.47%
188 $18,000
Q2 2023

Aug 04, 2023

BUY
$106.44 - $114.81 $1,490 - $1,607
14 Added 10.85%
143 $15,000
Q1 2023

May 11, 2023

SELL
$102.66 - $120.71 $513 - $603
-5 Reduced 3.73%
129 $14,000
Q4 2022

Feb 09, 2023

BUY
$104.5 - $120.59 $10,659 - $12,300
102 Added 318.75%
134 $15,000
Q3 2022

Nov 07, 2022

SELL
$51.06 - $135.97 $1,072 - $2,855
-21 Reduced 39.62%
32 $4,000
Q2 2022

Aug 01, 2022

SELL
$115.72 - $139.12 $1,620 - $1,947
-14 Reduced 20.9%
53 $7,000
Q1 2022

May 25, 2022

SELL
$115.88 - $132.56 $695 - $795
-6 Reduced 8.22%
67 $9,000
Q4 2021

Feb 07, 2022

BUY
$108.34 - $120.33 $7,908 - $8,784
73 New
73 $9,000

Others Institutions Holding DTE

About DTE ENERGY CO


  • Ticker DTE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 193,742,000
  • Market Cap $23.4B
  • Description
  • DTE Energy Company engages in the utility operations. The company's Electric segment generates, purchases, distributes, and sells electricity to approximately 2.3 million residential, commercial, and industrial customers in southeastern Michigan. It generates electricity through fossil-fuel, hydroelectric pumped storage, and nuclear plants, as w...
More about DTE
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.