Purchases and Sales Made in Q4 2023 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q4 2023. 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 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.09K+ 46.95% |
$196K - $236K
|
6.53K
$777K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.08K+ 24.38% |
$196K - $236K
|
10.6K
$1.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.06KNew |
$194K - $233K
|
2.06K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.06KNew |
$194K - $233K
|
2.06K
$245K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.05KNew |
$193K - $233K
|
2.05K
$244K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.03KNew |
$191K - $230K
|
2.03K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.03KNew |
$191K - $229K
|
2.03K
$241K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.02KNew |
$190K - $229K
|
2.02K
$241K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.01KNew |
$190K - $228K
|
2.01K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2KNew |
$188K - $227K
|
2K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
2KNew |
$188K - $227K
|
2K
$238K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.99KNew |
$188K - $226K
|
1.99K
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.99K+ 9.47% |
$187K - $226K
|
23K
$2.74M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.98KNew |
$187K - $225K
|
1.98K
$236K
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.96KNew |
$185K - $222K
|
1.96K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.96K+ 1440.44% |
$185K - $222K
|
2.1K
$249K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.95K+ 16.77% |
$184K - $221K
|
13.6K
$1.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.95KNew |
$184K - $221K
|
1.95K
$232K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.91K+ 14.27% |
$180K - $216K
|
15.3K
$1.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.9K+ 1.65% |
$179K - $215K
|
117K
$13.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.89K+ 4.12% |
$178K - $214K
|
47.8K
$5.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.86K+ 2.97% |
$175K - $211K
|
64.4K
$7.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.85KNew |
$174K - $210K
|
1.85K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
1.84KNew |
$174K - $209K
|
1.84K
$219K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.83KNew |
$172K - $207K
|
1.83K
$218K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.83KNew |
$172K - $207K
|
1.83K
$218K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.75K+ 1.9% |
$165K - $198K
|
93.5K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
1.62K+ 13.42% |
$152K - $183K
|
13.7K
$1.63M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.62KNew |
$152K - $183K
|
1.62K
$192K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.58K+ 30.83% |
$149K - $179K
|
6.71K
$798K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.51K+ 19.37% |
$142K - $171K
|
9.29K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.48K+ 35.19% |
$139K - $167K
|
5.68K
$676K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.34K+ 39.42% |
$127K - $152K
|
4.75K
$565K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.34K+ 18.73% |
$126K - $152K
|
8.48K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.28K+ 7.66% |
$121K - $145K
|
18K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.23K+ 30.48% |
$115K - $139K
|
5.25K
$625K
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.19K+ 9.68% |
$112K - $135K
|
13.5K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.13K+ 21.92% |
$106K - $128K
|
6.27K
$747K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.1KNew |
$104K - $125K
|
1.1K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.09K+ 7.43% |
$103K - $124K
|
15.8K
$1.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.06K+ 6.1% |
$99.7K - $120K
|
18.4K
$2.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.04KNew |
$98.3K - $118K
|
1.04K
$124K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.01K+ 5.67% |
$95K - $114K
|
18.8K
$2.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
975+ 71.9% |
$91.8K - $110K
|
2.33K
$277K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
945+ 13.19% |
$89K - $107K
|
8.11K
$965K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
908+ 4.11% |
$85.5K - $103K
|
23K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
897+ 31.11% |
$84.5K - $102K
|
3.78K
$450K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
890+ 0.98% |
$83.8K - $101K
|
91.4K
$10.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
879+ 4.58% |
$82.8K - $99.6K
|
20.1K
$2.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
868+ 89.48% |
$81.8K - $98.4K
|
1.84K
$219K
|