Purchases and Sales Made in Q4 2021 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
183New |
$19.8K - $22K
|
183
$22.1K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
175New |
$19K - $21.1K
|
175
$21.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
157+ 0.54% |
$17K - $18.9K
|
29K
$3.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
144+ 1.83% |
$15.6K - $17.3K
|
8K
$966K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
138+ 2.04% |
$15K - $16.6K
|
6.9K
$834K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
138+ 1.68% |
$15K - $16.6K
|
8.34K
$1.01M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
135New |
$14.6K - $16.2K
|
135
$16.3K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
135+ 397.06% |
$14.6K - $16.2K
|
169
$20.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
131+ 3.2% |
$14.2K - $15.8K
|
4.23K
$510K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
127+ 9.58% |
$13.8K - $15.3K
|
1.45K
$175K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
114+ 0.12% |
$12.4K - $13.7K
|
97K
$11.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
101+ 0.78% |
$10.9K - $12.2K
|
13K
$1.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
100+ 73.53% |
$10.8K - $12K
|
236
$28.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$10.8K - $12K
|
100
$12.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
100New |
$10.8K - $12K
|
100
$12.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
98+ 3.02% |
$10.6K - $11.8K
|
3.34K
$403K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
90+ 1.85% |
$9.75K - $10.8K
|
4.96K
$599K
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
74New |
$8.02K - $8.9K
|
74
$8.94K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
73New |
$7.91K - $8.78K
|
73
$8.82K
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
68+ 2.72% |
$7.37K - $8.18K
|
2.57K
$310K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68+ 9.55% |
$7.37K - $8.18K
|
780
$94.2K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
63+ 1.05% |
$6.83K - $7.58K
|
6.08K
$734K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
57New |
$6.18K - $6.86K
|
57
$6.88K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
52+ 2.61% |
$5.63K - $6.26K
|
2.05K
$247K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
51+ 1.26% |
$5.53K - $6.14K
|
4.09K
$494K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
50New |
$5.42K - $6.02K
|
50
$6.04K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
49+ 2.1% |
$5.31K - $5.9K
|
2.38K
$288K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
49+ 1.24% |
$5.31K - $5.9K
|
3.99K
$482K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
44+ 200.0% |
$4.77K - $5.29K
|
66
$7.97K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
40New |
$4.33K - $4.81K
|
40
$4.83K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
36+ 0.15% |
$3.9K - $4.33K
|
24.3K
$2.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
32+ 1.0% |
$3.47K - $3.85K
|
3.25K
$392K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
30New |
$3.25K - $3.61K
|
30
$3.62K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
29New |
$3.14K - $3.49K
|
29
$3.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
25New |
$2.71K - $3.01K
|
25
$3.02K
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
25+ 0.44% |
$2.71K - $3.01K
|
5.72K
$690K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
25New |
$2.71K - $3.01K
|
25
$3.02K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
24+ 0.37% |
$2.6K - $2.89K
|
6.57K
$793K
|
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
23+ 1.22% |
$2.49K - $2.77K
|
1.91K
$231K
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
23+ 0.32% |
$2.49K - $2.77K
|
7.11K
$859K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
23New |
$2.49K - $2.77K
|
23
$2.78K
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
22+ 1.02% |
$2.38K - $2.65K
|
2.17K
$262K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 2.83% |
$2.38K - $2.65K
|
800
$96.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
19+ 0.64% |
$2.06K - $2.29K
|
2.99K
$361K
|
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
17+ 0.7% |
$1.84K - $2.05K
|
2.46K
$297K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
16+ 10.88% |
$1.73K - $1.93K
|
163
$19.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
16+ 0.85% |
$1.73K - $1.93K
|
1.91K
$231K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16New |
$1.73K - $1.93K
|
16
$1.93K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13+ 0.18% |
$1.41K - $1.56K
|
7.15K
$864K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
12New |
$1.3K - $1.44K
|
12
$1.45K
|