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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
251+ 4.72% |
$23.6K - $28.4K
|
5.57K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
250New |
$23.6K - $28.3K
|
250
$29.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
234+ 27.02% |
$22K - $26.5K
|
1.1K
$131K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
227+ 13.85% |
$21.4K - $25.7K
|
1.87K
$222K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
218+ 1.54% |
$20.5K - $24.7K
|
14.4K
$1.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
213+ 28.63% |
$20.1K - $24.1K
|
957
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
208New |
$19.6K - $23.6K
|
208
$24.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
202+ 3.43% |
$19K - $22.9K
|
6.1K
$726K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.56% |
$18.8K - $22.7K
|
35.7K
$4.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
184+ 4.41% |
$17.3K - $20.9K
|
4.36K
$519K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
178New |
$16.8K - $20.2K
|
178
$21.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
173+ 1.2% |
$16.3K - $19.6K
|
14.5K
$1.73M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
169New |
$15.9K - $19.2K
|
169
$20.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
157+ 5.52% |
$14.8K - $17.8K
|
3K
$357K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
156+ 0.98% |
$14.7K - $17.7K
|
16.1K
$1.92M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
150New |
$14.1K - $17K
|
150
$17.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
147+ 2.09% |
$13.8K - $16.7K
|
7.18K
$854K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
143+ 104.38% |
$13.5K - $16.2K
|
280
$33.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
140New |
$13.2K - $15.9K
|
140
$16.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
132+ 3.24% |
$12.4K - $15K
|
4.2K
$500K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
128+ 0.59% |
$12.1K - $14.5K
|
21.7K
$2.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
127+ 1.68% |
$12K - $14.4K
|
7.69K
$915K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
120New |
$11.3K - $13.6K
|
120
$14.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
110+ 8.7% |
$10.4K - $12.5K
|
1.37K
$164K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
107+ 97.27% |
$10.1K - $12.1K
|
217
$25.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
105+ 5.04% |
$9.89K - $11.9K
|
2.19K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
100New |
$9.42K - $11.3K
|
100
$11.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
100+ 4.54% |
$9.42K - $11.3K
|
2.3K
$274K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
92+ 3.73% |
$8.67K - $10.4K
|
2.56K
$304K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
88+ 1.79% |
$8.29K - $9.97K
|
5.02K
$597K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
87+ 0.84% |
$8.2K - $9.86K
|
10.4K
$1.24M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
86+ 6.57% |
$8.1K - $9.75K
|
1.4K
$166K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
82+ 9.37% |
$7.72K - $9.29K
|
957
$114K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
77+ 0.73% |
$7.25K - $8.73K
|
10.7K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
75+ 3.48% |
$7.07K - $8.5K
|
2.23K
$265K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
75+ 0.21% |
$7.07K - $8.5K
|
36.1K
$4.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
70+ 28.57% |
$6.59K - $7.93K
|
315
$37.5K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
60New |
$5.65K - $6.8K
|
60
$7.14K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
60New |
$5.65K - $6.8K
|
60
$7.14K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
59New |
$5.56K - $6.69K
|
59
$7.02K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
56+ 1.23% |
$5.28K - $6.35K
|
4.61K
$548K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
54+ 0.93% |
$5.09K - $6.12K
|
5.84K
$695K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
51+ 46.36% |
$4.8K - $5.78K
|
161
$19.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 6.83% |
$4.52K - $5.44K
|
751
$89.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
47New |
$4.43K - $5.33K
|
47
$5.59K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
46+ 1.69% |
$4.33K - $5.21K
|
2.76K
$329K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
46+ 1.41% |
$4.33K - $5.21K
|
3.31K
$394K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
45New |
$4.24K - $5.1K
|
45
$5.36K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
38+ 0.58% |
$3.58K - $4.31K
|
6.55K
$780K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
36New |
$3.39K - $4.08K
|
36
$4.28K
|