DTE ENERGY CO
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 29,423 | 33,731 | +4,308 | 0.14 | 0.15 | +0.00 | buy |
| HENNESSY ADVISORS INC | 42,104 | 43,304 | +1,200 | 0.22 | 0.21 | -0.01 | buy |
| First American Bank | 13,172 | 13,590 | +418 | 0.12 | 0.12 | -0.01 | buy |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 541 | 715 | +174 | 0.02 | 0.02 | +0.00 | buy |
| GREENLEAF TRUST | 7,007 | 7,146 | +139 | 0.01 | 0.01 | +0.00 | buy |
| Apella Capital, LLC | 5,139 | 5,173 | +34 | 0.01 | 0.01 | +0.00 | buy |
| AMERICAN NATIONAL BANK & TRUST | 422 | 402 | -20 | 0.01 | 0.01 | -0.00 | sell |
| BAR HARBOR WEALTH MANAGEMENT | 1,778 | 1,756 | -22 | 0.02 | 0.01 | -0.00 | sell |
| Old Port Advisors | 1,400 | 1,342 | -58 | 0.05 | 0.04 | -0.01 | sell |
| TECTONIC ADVISORS LLC | 5,869 | 5,803 | -66 | 0.05 | 0.04 | -0.00 | sell |
| BURKETT FINANCIAL SERVICES, LLC | 1,164 | 1,032 | -132 | 0.06 | 0.05 | -0.01 | sell |