Purchases and Sales Made in Q4 2024 in Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE) during Q4 2024. 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 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
399+ 18.86% |
$46.7K - $51.8K
|
2.52K
$309K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
395+ 4.37% |
$46.2K - $51.3K
|
9.43K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
381+ 12.08% |
$44.6K - $49.4K
|
3.54K
$434K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
370+ 45.23% |
$43.3K - $48K
|
1.19K
$146K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
360+ 12.62% |
$42.1K - $46.7K
|
3.21K
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
339+ 1.53% |
$39.7K - $44K
|
22.5K
$2.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
336+ 15.98% |
$39.3K - $43.6K
|
2.44K
$299K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
330+ 4.98% |
$38.6K - $42.8K
|
6.96K
$854K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
327+ 8.81% |
$38.3K - $42.4K
|
4.04K
$495K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
322+ 2.91% |
$37.7K - $41.8K
|
11.4K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
321+ 2.28% |
$37.6K - $41.7K
|
14.4K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
313+ 81.51% |
$36.6K - $40.6K
|
697
$85.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
301+ 0.71% |
$35.2K - $39.1K
|
42.5K
$5.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
300+ 60.0% |
$35.1K - $38.9K
|
800
$98.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
292+ 10.03% |
$34.2K - $37.9K
|
3.2K
$393K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
292+ 39.78% |
$34.2K - $37.9K
|
1.03K
$126K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
277+ 5.19% |
$32.4K - $35.9K
|
5.62K
$689K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
271+ 3.25% |
$31.7K - $35.2K
|
8.6K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
267+ 8.82% |
$31.2K - $34.6K
|
3.3K
$404K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
267+ 890.0% |
$31.2K - $34.6K
|
297
$36.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
265+ 22.01% |
$31K - $34.4K
|
1.47K
$180K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
255+ 3.11% |
$29.8K - $33.1K
|
8.45K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
240+ 2.04% |
$28.1K - $31.1K
|
12K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
240+ 5.82% |
$28.1K - $31.1K
|
4.36K
$535K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
232+ 4.4% |
$27.2K - $30.1K
|
5.5K
$675K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
220+ 4.19% |
$25.7K - $28.5K
|
5.47K
$671K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
217+ 0.79% |
$25.4K - $28.2K
|
27.6K
$3.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
183+ 8.72% |
$21.4K - $23.7K
|
2.28K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
167+ 2.01% |
$19.5K - $21.7K
|
8.46K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
159+ 5.74% |
$18.6K - $20.6K
|
2.93K
$359K
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
155+ 1.33% |
$18.1K - $20.1K
|
11.8K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
150New |
$17.6K - $19.5K
|
150
$18.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
147+ 1.79% |
$17.2K - $19.1K
|
8.37K
$1.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
143+ 0.81% |
$16.7K - $18.6K
|
17.8K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
138+ 3.01% |
$16.2K - $17.9K
|
4.73K
$580K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
138+ 0.58% |
$16.2K - $17.9K
|
24K
$2.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
135+ 5.77% |
$15.8K - $17.5K
|
2.48K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
132+ 3.58% |
$15.4K - $17.1K
|
3.82K
$469K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
132+ 2.15% |
$15.4K - $17.1K
|
6.26K
$768K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
121+ 2.51% |
$14.2K - $15.7K
|
4.95K
$607K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
120New |
$14K - $15.6K
|
120
$14.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
118New |
$13.8K - $15.3K
|
118
$14.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
110+ 5.95% |
$12.9K - $14.3K
|
1.96K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
108+ 3.55% |
$12.6K - $14K
|
3.15K
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
103+ 1.4% |
$12.1K - $13.4K
|
7.44K
$913K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
103New |
$12.1K - $13.4K
|
103
$12.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
100New |
$11.7K - $13K
|
100
$12.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
96+ 2.26% |
$11.2K - $12.5K
|
4.35K
$533K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
92+ 4.49% |
$10.8K - $11.9K
|
2.14K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
90+ 8.07% |
$10.5K - $11.7K
|
1.21K
$148K
|