Institutional Owners for DTE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| IEQ CAPITAL LLC | COM | 651 | $387,988 | 3,519 | 0.00 | 0.00 | -3,703 | -51.27 | 12-31-2023 |
| WELLINGTON SHIELDS & CO LLC | Stock | 652 | $392,490 | 3,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CAPITAL ASSET ADVISORY SERVICES LLC | COM | 653 | $381,901 | 3,500 | 0.00 | 0.00 | -490 | -12.28 | 03-31-2024 |
| EP WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,455 | +Inf | 03-31-2024 |
