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 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
265+ 22.01% |
$31K - $34.4K
|
1.47K
$182K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
255+ 3.11% |
$29.8K - $33.1K
|
8.45K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
255+ 18.35% |
$29.8K - $33.1K
|
1.65K
$204K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
240+ 2.04% |
$28.1K - $31.1K
|
12K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
240+ 5.82% |
$28.1K - $31.1K
|
4.36K
$542K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
233+ 4.15% |
$27.3K - $30.2K
|
5.85K
$727K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
232+ 4.4% |
$27.2K - $30.1K
|
5.5K
$683K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
225+ 4.07% |
$26.3K - $29.2K
|
5.75K
$714K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
220+ 4.19% |
$25.7K - $28.5K
|
5.47K
$679K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
217+ 0.79% |
$25.4K - $28.2K
|
27.6K
$3.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
207+ 2.55% |
$24.2K - $26.9K
|
8.33K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
183+ 8.72% |
$21.4K - $23.7K
|
2.28K
$283K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
182+ 2.02% |
$21.3K - $23.6K
|
9.17K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
167+ 2.01% |
$19.5K - $21.7K
|
8.46K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
166+ 2.75% |
$19.4K - $21.5K
|
6.21K
$771K
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
163+ 0.1% |
$19.1K - $21.2K
|
167K
$20.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
159+ 5.74% |
$18.6K - $20.6K
|
2.93K
$364K
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
155+ 1.33% |
$18.1K - $20.1K
|
11.8K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
150New |
$17.6K - $19.5K
|
150
$18.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
147+ 1.79% |
$17.2K - $19.1K
|
8.37K
$1.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
143+ 0.81% |
$16.7K - $18.6K
|
17.8K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
138+ 0.58% |
$16.2K - $17.9K
|
24K
$2.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
138+ 3.01% |
$16.2K - $17.9K
|
4.73K
$587K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
135+ 5.77% |
$15.8K - $17.5K
|
2.48K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
132+ 2.15% |
$15.4K - $17.1K
|
6.26K
$778K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
132+ 3.58% |
$15.4K - $17.1K
|
3.82K
$475K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
125+ 0.97% |
$14.6K - $16.2K
|
13K
$1.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
121+ 2.51% |
$14.2K - $15.7K
|
4.95K
$614K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
120New |
$14K - $15.6K
|
120
$14.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
119New |
$13.9K - $15.4K
|
119
$14.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
118New |
$13.8K - $15.3K
|
118
$14.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
110+ 5.95% |
$12.9K - $14.3K
|
1.96K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
110+ 0.4% |
$12.9K - $14.3K
|
27.3K
$3.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
108+ 3.55% |
$12.6K - $14K
|
3.15K
$391K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
103+ 1.4% |
$12.1K - $13.4K
|
7.44K
$924K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
103New |
$12.1K - $13.4K
|
103
$12.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
100New |
$11.7K - $13K
|
100
$12.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
96+ 2.26% |
$11.2K - $12.5K
|
4.35K
$540K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
92+ 4.49% |
$10.8K - $11.9K
|
2.14K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
90+ 8.07% |
$10.5K - $11.7K
|
1.21K
$150K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
85+ 4.07% |
$9.95K - $11K
|
2.17K
$270K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
82+ 4.4% |
$9.6K - $10.6K
|
1.95K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
77+ 1.48% |
$9.01K - $9.99K
|
5.29K
$657K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
75+ 3.99% |
$8.78K - $9.73K
|
1.96K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
73New |
$8.54K - $9.47K
|
73
$9.07K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
73+ 50.0% |
$8.54K - $9.47K
|
219
$27.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
73+ 4.46% |
$8.54K - $9.47K
|
1.71K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
65+ 18.57% |
$7.61K - $8.44K
|
415
$51.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
63+ 3.41% |
$7.37K - $8.18K
|
1.91K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
58+ 4.3% |
$6.79K - $7.53K
|
1.41K
$175K
|