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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.09K+ 19.38% |
$142K - $155K
|
6.73K
$923K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.44K+ 14.08% |
$318K - $345K
|
19.8K
$2.71M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.1% |
$782 - $849
|
5.79K
$794K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-301- 0.97% |
$39.2K - $42.6K
|
30.8K
$4.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
58+ 1.5% |
$7.56K - $8.21K
|
3.92K
$538K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-635- 1.7% |
$82.7K - $89.8K
|
36.7K
$5.04M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
34+ 26.98% |
$4.43K - $4.81K
|
160
$21.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
39+ 2.07% |
$5.08K - $5.52K
|
1.93K
$264K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.48KNew |
$193K - $210K
|
1.48K
$203K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.57K- 33.63% |
$466K - $506K
|
7.05K
$967K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
50+ 0.91% |
$6.51K - $7.07K
|
5.57K
$763K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1+ 0.05% |
$130 - $141
|
2.19K
$300K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
53+ 5.44% |
$6.9K - $7.5K
|
1.03K
$141K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
73+ 1.99% |
$9.51K - $10.3K
|
3.74K
$512K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-45- 0.74% |
$5.86K - $6.37K
|
6.04K
$828K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
4+ 0.22% |
$521 - $566
|
1.82K
$250K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-84- 2.68% |
$10.9K - $11.9K
|
3.05K
$417K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-926- 7.61% |
$121K - $131K
|
11.3K
$1.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2New |
$261 - $283
|
2
$274
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
993+ 70.48% |
$129K - $140K
|
2.4K
$329K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
224+ 13.44% |
$29.2K - $31.7K
|
1.89K
$259K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-64- 2.75% |
$8.34K - $9.06K
|
2.26K
$310K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
84+ 3.52% |
$10.9K - $11.9K
|
2.47K
$339K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
120+ 7.75% |
$15.6K - $17K
|
1.67K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
9+ 15.25% |
$1.17K - $1.27K
|
68
$9.32K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-5.11K- 37.35% |
$665K - $723K
|
8.57K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
117+ 0.9% |
$15.2K - $16.6K
|
13.1K
$1.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
7+ 0.25% |
$912 - $990
|
2.82K
$387K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.34K+ 18.6% |
$175K - $190K
|
8.57K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-6.7K- 13.06% |
$873K - $948K
|
44.6K
$6.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-13.9K- 9.58% |
$1.81M - $1.97M
|
131K
$18M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$239K - $260K
|
1.84K
$252K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
8New |
$1.04K - $1.13K
|
8
$1.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
70+ 29.79% |
$9.12K - $9.9K
|
305
$41.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
201+ 10.89% |
$26.2K - $28.4K
|
2.05K
$281K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-400- 15.94% |
$52.1K - $56.6K
|
2.11K
$289K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
378+ 15.47% |
$49.2K - $53.5K
|
2.82K
$387K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
381+ 3.48% |
$49.6K - $53.9K
|
11.3K
$1.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
363+ 9.22% |
$47.3K - $51.4K
|
4.3K
$589K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
26+ 0.78% |
$3.39K - $3.68K
|
3.37K
$461K
|
|
|
Oct 17, 2025
Q3 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-2.34K- 1.93% |
$305K - $331K
|
119K
$16.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
318+ 3.45% |
$41.4K - $45K
|
9.52K
$1.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-949- 27.8% |
$124K - $134K
|
2.47K
$338K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-3- 3.75% |
$391 - $424
|
77
$10.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-245- 7.66% |
$31.9K - $34.7K
|
2.95K
$405K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.36K- 37.84% |
$177K - $193K
|
2.24K
$307K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
94New |
$12.2K - $13.3K
|
94
$12.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.81K+ 175.78% |
$1.02M - $1.1M
|
12.3K
$1.68M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-63- 0.28% |
$8.21K - $8.91K
|
22.1K
$3.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-76- 2.83% |
$9.9K - $10.8K
|
2.61K
$357K
|
|