Institutional Owners for DTE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TFC FINANCIAL MANAGEMENT INC | COM | 1251 | $4,374 | 39 | 0.00 | 0.00 | 1 | 2.63 | 03-31-2024 |
| BELL INVESTMENT ADVISORS INC | COM | 1252 | $4,150 | 37 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 32 | 800.00 | 12-31-2023 |
| FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 1254 | $4,000 | 33 | 0.00 | 0.00 | 12 | 57.14 | 03-31-2024 |
