A detailed history of Williams Jones Wealth Management, Llc. transactions in Dte Energy CO stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 4,787 shares of DTE stock, worth $578,078. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,787
Previous 4,786 0.02%
Holding current value
$578,078
Previous $531,000 15.63%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$108.67 - $128.41 $108 - $128
1 Added 0.02%
4,787 $614,000
Q2 2024

Aug 05, 2024

SELL
$103.2 - $117.18 $10,320 - $11,718
-100 Reduced 2.05%
4,786 $531,000
Q1 2024

May 07, 2024

SELL
$102.36 - $112.95 $28,251 - $31,174
-276 Reduced 5.35%
4,886 $547,000
Q3 2023

Nov 14, 2023

SELL
$98.63 - $115.87 $1,578 - $1,853
-16 Reduced 0.31%
5,162 $512,000
Q2 2022

Aug 15, 2022

BUY
$115.72 - $139.12 $20,945 - $25,180
181 Added 3.62%
5,178 $656,000
Q1 2022

May 16, 2022

BUY
$115.88 - $132.56 $57,592 - $65,882
497 Added 11.04%
4,997 $661,000
Q1 2021

May 17, 2021

SELL
$100.19 - $114.06 $100,891 - $114,858
-1,007 Reduced 18.29%
4,500 $599,000
Q4 2020

Feb 16, 2021

BUY
$96.54 - $115.06 $198,582 - $236,678
2,057 Added 59.62%
5,507 $669,000
Q2 2020

Aug 14, 2020

SELL
$74.15 - $99.92 $1,186 - $1,598
-16 Reduced 0.46%
3,450 $371,000
Q3 2019

Nov 14, 2019

BUY
$107.37 - $113.87 $372,144 - $394,673
3,466 New
3,466 $461,000

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
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