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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-214- 76.16% |
$22.8K - $24.6K
|
67
$9.19K
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-50- 1.76% |
$5.32K - $5.74K
|
2.8K
$383K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 33.33% |
$319 - $344
|
12
$1.65K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.94KClosed |
$199K - $235K
|
0
$0
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.32KNew |
$546K - $642K
|
5.32K
$730K
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
242+ 0.72% |
$24.8K - $29.2K
|
33.8K
$4.64M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.12KNew |
$320K - $376K
|
3.12K
$428K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-36- 32.73% |
$3.7K - $4.35K
|
74
$10.1K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-751- 15.28% |
$77.1K - $90.7K
|
4.17K
$571K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
5.56K+ 267.9% |
$571K - $671K
|
7.63K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
3.9KNew |
$401K - $471K
|
3.9K
$535K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
704New |
$72.3K - $85K
|
704
$96.5K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
250New |
$25.7K - $30.2K
|
250
$34.3K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.07KNew |
$212K - $250K
|
2.07K
$284K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-10- 0.16% |
$1.03K - $1.21K
|
6.28K
$861K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-150- 3.21% |
$15.4K - $18.1K
|
4.53K
$621K
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
8.06KNew |
$827K - $972K
|
8.06K
$1.1M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
19.2KNew |
$1.97M - $2.31M
|
19.2K
$2.63M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
200New |
$20.5K - $24.1K
|
200
$27.4K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-21- 5.15% |
$2.16K - $2.53K
|
387
$53.1K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2KNew |
$205K - $241K
|
2K
$274K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.53MNew |
$157M - $185M
|
1.53M
$210M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
6+ 0.1% |
$616 - $724
|
6.02K
$825K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
100New |
$10.3K - $12.1K
|
100
$13.7K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 5.0% |
$103 - $121
|
19
$2.6K
|
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-57.6K- 80.0% |
$5.91M - $6.95M
|
14.4K
$1.97M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.85K- 49.12% |
$395K - $464K
|
3.98K
$546K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-262- 8.85% |
$26.9K - $31.6K
|
2.7K
$370K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
53New |
$5.44K - $6.4K
|
53
$7.27K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
10New |
$1.03K - $1.21K
|
10
$1.37K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.13KNew |
$219K - $257K
|
2.13K
$292K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$10.3K - $12.1K
|
100
$13.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.33KNew |
$239K - $281K
|
2.33K
$319K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-6- 60.0% |
$616 - $724
|
4
$548
|
|
| Q4 2022 | |||||||
|
Jul 09, 2025
Q4 2022
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-6.36KClosed |
$665K - $767K
|
0
$0
|
|
|
May 07, 2025
Q4 2022
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
164New |
$17.1K - $19.8K
|
164
$22.5K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
350New |
$36.6K - $42.2K
|
350
$48K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.9KNew |
$199K - $229K
|
1.9K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.51KNew |
$263K - $303K
|
2.51K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
12New |
$1.25K - $1.45K
|
12
$1.65K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.95KNew |
$308K - $356K
|
2.95K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
16+ 0.92% |
$1.67K - $1.93K
|
1.76K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-2.72K- 4.77% |
$284K - $328K
|
54.3K
$7.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-5.64K- 19.05% |
$589K - $680K
|
23.9K
$3.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
3.52K+ 33.39% |
$368K - $424K
|
14K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
- |
-106K- 38.51% |
$11.1M - $12.8M
|
170K
$23.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-242- 13.44% |
$25.3K - $29.2K
|
1.56K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
8.74KNew |
$914K - $1.05M
|
8.74K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
500New |
$52.3K - $60.3K
|
500
$68.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.31KNew |
$345K - $399K
|
3.31K
$453K
|
|