Purchases and Sales Made in Q2 2025 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q2 2025. The information is specifically focused on institutions that hold shares of DTE ENERGY CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
29New |
$3.69K - $4.05K
|
29
$3.98K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
29+ 0.37% |
$3.69K - $4.05K
|
7.91K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
29+ 0.57% |
$3.69K - $4.05K
|
5.15K
$706K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
28+ 1.68% |
$3.57K - $3.91K
|
1.69K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
28New |
$3.57K - $3.91K
|
28
$3.84K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
27+ 0.41% |
$3.44K - $3.77K
|
6.62K
$907K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
26+ 0.51% |
$3.31K - $3.63K
|
5.13K
$703K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
26+ 1.43% |
$3.31K - $3.63K
|
1.85K
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
25+ 0.74% |
$3.18K - $3.49K
|
3.41K
$468K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
25+ 0.27% |
$3.18K - $3.49K
|
9.28K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
24+ 3.59% |
$3.06K - $3.35K
|
693
$95K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
20+ 12.27% |
$2.55K - $2.79K
|
183
$25.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
18+ 1.12% |
$2.29K - $2.51K
|
1.62K
$222K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18+ 0.31% |
$2.29K - $2.51K
|
5.78K
$792K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
16+ 0.27% |
$2.04K - $2.23K
|
6K
$822K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
16+ 0.27% |
$2.04K - $2.23K
|
6K
$822K
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
16+ 0.81% |
$2.04K - $2.23K
|
1.99K
$273K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
16+ 8.0% |
$2.04K - $2.23K
|
216
$29.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 1.44% |
$1.91K - $2.09K
|
1.06K
$145K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 0.72% |
$1.91K - $2.09K
|
2.09K
$286K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
15+ 0.91% |
$1.91K - $2.09K
|
1.66K
$228K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 31.91% |
$1.91K - $2.09K
|
62
$8.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
14+ 0.61% |
$1.78K - $1.95K
|
2.29K
$315K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
14+ 100.0% |
$1.78K - $1.95K
|
28
$3.84K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
13+ 0.23% |
$1.66K - $1.81K
|
5.61K
$769K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 2.48% |
$1.66K - $1.81K
|
537
$73.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12+ 0.55% |
$1.53K - $1.67K
|
2.21K
$303K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
12+ 0.4% |
$1.53K - $1.67K
|
2.98K
$409K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.55% |
$1.4K - $1.53K
|
2.02K
$276K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 8.21% |
$1.4K - $1.53K
|
145
$19.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10+ 50.0% |
$1.27K - $1.39K
|
30
$4.11K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
10+ 3.92% |
$1.27K - $1.39K
|
265
$36.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 32.26% |
$1.27K - $1.39K
|
41
$5.62K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
10+ 3.92% |
$1.27K - $1.39K
|
265
$36.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 33.33% |
$1.15K - $1.26K
|
36
$4.94K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
9+ 0.79% |
$1.15K - $1.26K
|
1.16K
$158K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
9+ 13.43% |
$1.15K - $1.26K
|
76
$10.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8+ 66.67% |
$1.02K - $1.12K
|
20
$2.74K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.2% |
$1.02K - $1.12K
|
3.94K
$539K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
8+ 0.41% |
$1.02K - $1.12K
|
1.96K
$268K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
8+ 20.51% |
$1.02K - $1.12K
|
47
$6.44K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7+ 0.34% |
$892 - $976
|
2.08K
$285K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 5.88% |
$892 - $976
|
126
$17.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
7New |
$892 - $976
|
7
$960
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
7+ 0.42% |
$892 - $976
|
1.68K
$230K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.44% |
$764 - $837
|
1.36K
$186K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6+ 22.22% |
$764 - $837
|
33
$4.52K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6+ 100.0% |
$764 - $837
|
12
$1.65K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
6+ 0.1% |
$764 - $837
|
5.75K
$788K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
6New |
$764 - $837
|
6
$823
|
|