Latest Institutional Transactions on Dte Energy CO (DTE)
This table provides information on the latest institutional transactions involving Dte Energy CO (DTE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15- 0.37% |
$1.76K - $2.07K
|
4.04K
$539K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.45% |
$706 - $830
|
1.35K
$181K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.08% |
$118 - $138
|
1.19K
$159K
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-179- 2.08% |
$21.1K - $24.8K
|
8.42K
$1.12M
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-70- 4.1% |
$8.23K - $9.68K
|
1.64K
$218K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$235 - $277
|
5.78K
$772K
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5.8K- 7.21% |
$682K - $802K
|
74.6K
$9.97M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.52K+ 8.22% |
$531K - $624K
|
59.5K
$7.94M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16- 0.03% |
$1.88K - $2.21K
|
48.9K
$6.53M
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 20.0% |
$588 - $691
|
20
$2.67K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
406+ 13.99% |
$47.7K - $56.1K
|
3.31K
$442K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
25+ 0.76% |
$2.94K - $3.46K
|
3.3K
$441K
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.88K+ 9.01% |
$339K - $399K
|
34.9K
$4.66M
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10+ 0.33% |
$1.18K - $1.38K
|
3.01K
$402K
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
114+ 183.87% |
$13.4K - $15.8K
|
176
$23.5K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.19K+ 135.19% |
$611K - $718K
|
9.04K
$1.21M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.5K- 40.94% |
$2.18M - $2.56M
|
26.7K
$3.57M
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-30- 8.45% |
$3.53K - $4.15K
|
325
$43.4K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-12- 5.48% |
$1.41K - $1.66K
|
207
$27.6K
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
33+ 1.96% |
$3.88K - $4.56K
|
1.72K
$229K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
22+ 22.92% |
$2.59K - $3.04K
|
118
$15.8K
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
101+ 1.0% |
$11.9K - $14K
|
10.2K
$1.36M
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.5K- 4.69% |
$294K - $346K
|
50.8K
$6.78M
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
9+ 0.54% |
$1.06K - $1.24K
|
1.67K
$223K
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-75- 4.48% |
$8.82K - $10.4K
|
1.6K
$214K
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 0.05% |
$235 - $277
|
3.67K
$490K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
156K+ 91.67% |
$18.4M - $21.6M
|
327K
$43.7M
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-443- 7.29% |
$52.1K - $61.3K
|
5.64K
$753K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3- 0.99% |
$353 - $415
|
299
$39.9K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.65KNew |
$193K - $227K
|
1.65K
$220K
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
95+ 2.35% |
$11.2K - $13.1K
|
4.13K
$552K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-26- 92.86% |
$3.06K - $3.6K
|
2
$267
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.19K- 18.38% |
$375K - $441K
|
14.2K
$1.89M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-325- 38.06% |
$38.2K - $44.9K
|
529
$70.6K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
264+ 3.55% |
$31K - $36.5K
|
7.71K
$1.03M
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
4.77KNew |
$561K - $660K
|
4.77K
$638K
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
400New |
$47K - $55.3K
|
400
$53.4K
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.92K- 3.12% |
$226K - $265K
|
59.7K
$7.97M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
78+ 0.87% |
$9.17K - $10.8K
|
9.04K
$1.21M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.67KNew |
$196K - $230K
|
1.67K
$222K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.96% |
$588 - $691
|
525
$70.1K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
25+ 0.25% |
$2.94K - $3.46K
|
9.93K
$1.33M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
457+ 7.12% |
$53.7K - $63.2K
|
6.88K
$918K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
99+ 1414.29% |
$11.6K - $13.7K
|
106
$14.2K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
727+ 9.91% |
$85.5K - $101K
|
8.06K
$1.08M
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.25K+ 14.38% |
$500K - $587K
|
33.8K
$4.51M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 52.64% |
$173K - $204K
|
4.27K
$570K
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-10- 2.76% |
$1.18K - $1.38K
|
352
$47K
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-459- 1.34% |
$54K - $63.5K
|
33.7K
$4.5M
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
302+ 13.07% |
$35.5K - $41.8K
|
2.61K
$349K
|