Heron Financial Group, LLC Dte Energy CO Transaction History

Heron Financial Group, LLC

$185 Million
Q2 2023

A detailed history of Heron Financial Group, LLC transactions in Dte Energy CO stock. As of the latest transaction made, Heron Financial Group, LLC holds 11,489 shares of DTE stock, worth $1.39 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

11,489

Previous 11,398 0.8%

Holding current value

$1.39 Million

Previous $1.25 Million 1.28%

% of portfolio

0.68%

Previous 0.69%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$106.44 - $114.81 $9,686 - $10,447	91 Added 0.8%	11,489 $1.26 Million
Q1 2023 Apr 19, 2023	BUY	$102.66 - $120.71 $79,664 - $93,670	776 Added 7.31%	11,398 $1.25 Million
Q4 2022 Feb 14, 2023	BUY	$104.5 - $120.59 $1,045 - $1,205	10 Added 0.09%	10,622 $1.25 Million
Q3 2022 Oct 27, 2022	SELL	$51.06 - $135.97 $1,736 - $4,622	-34 Reduced 0.32%	10,612 $1.22 Million
Q2 2022 Jul 29, 2022	SELL	$115.72 - $139.12 $137,822 - $165,691	-1,191 Reduced 10.06%	10,646 $1.35 Million
Q1 2022 May 12, 2022	BUY	$115.88 - $132.56 $16,454 - $18,823	142 Added 1.21%	11,837 $1.57 Million
Q4 2021 Feb 04, 2022	BUY	$108.34 - $120.33 $41,494 - $46,086	383 Added 3.39%	11,695 $1.39 Million
Q3 2021 Nov 04, 2021	BUY	$111.43 - $122.13 $37,106 - $40,669	333 Added 3.03%	11,312 $1.26 Million
Q2 2021 Aug 16, 2021	BUY	$110.2 - $122.68 $66,120 - $73,608	600 Added 5.78%	10,979 $1.42 Million
Q1 2021 Apr 14, 2021	BUY	$100.19 - $114.06 $33,663 - $38,324	336 Added 3.35%	10,379 $1.38 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $115.06 $33,595 - $40,040	348 Added 3.59%	10,043 $1.19 Million
Q3 2020 Oct 15, 2020	BUY	$90.78 - $102.52 $48,294 - $54,540	532 Added 5.81%	9,695 $1.11 Million
Q2 2020 Jul 20, 2020	SELL	$74.15 - $99.92 $6,154 - $8,293	-83 Reduced 0.9%	9,163 $985,000
Q1 2020 Apr 23, 2020	SELL	$65.37 - $114.86 $27,782 - $48,815	-425 Reduced 4.39%	9,246 $1 Million
Q4 2019 Feb 14, 2020	BUY	$102.54 - $113.35 $991,664 - $1.1 Million	9,671 New	9,671 $1.3 Million

Others Institutions Holding DTE

# of Institutions

923

Shares Held

160M

Call Options Held

223K

Put Options Held

125K

View Full List

About DTE ENERGY CO

Ticker DTE
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 193,742,000
Market Cap $23.5B
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...

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Heron Financial Group, LLC Dte Energy CO Transaction History