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Livermore
Livermore
ZHEN

Dte Energy Co

DTE
Exchange
NYSE
Industry
Electric Services
SEC CIK
0000936340

In the last 90 days, Dte Energy Co insiders filed 0 open-market purchases and 1 sale; 1,036 institutions reported holding it in 13F filings for Q2 2026, worth $25.7B in total; no superinvestor holds it.

Other share classesDTBDTGDTKDTW

13F holders, Q4 2021

Institutional positions in Dte Energy Co as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
705
+64 vs. Q3 2021
Shares held
139.3M
−439.7K (−0.3%) vs. Q3 2021
Total value
$16.6B
+$1.04B (+6.6%) vs. Q3 2021
New holders
123
206 more added
Sold out
59
225 more reduced

13 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DTE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 705 institutions
Q1 2021: 673 institutionsQ2 2021: 687 institutionsQ3 2021: 654 institutionsQ4 2021: 705 institutionsQ1 2022: 724 institutionsQ2 2022: 742 institutionsQ3 2022: 703 institutionsQ4 2022: 770 institutionsQ1 2023: 729 institutionsQ2 2023: 733 institutionsQ3 2023: 713 institutionsQ4 2023: 755 institutionsQ1 2024: 786 institutionsQ2 2024: 802 institutionsQ3 2024: 846 institutionsQ4 2024: 879 institutionsQ1 2025: 923 institutionsQ2 2025: 932 institutionsQ3 2025: 921 institutionsQ4 2025: 961 institutionsQ1 2026: 989 institutionsQ2 2026: 1,036 institutions
Value heldQ4 2021: $16.6B
Q1 2021: $19.2BQ2 2021: $18.3BQ3 2021: $15.6BQ4 2021: $16.6BQ1 2022: $18.8BQ2 2022: $18.0BQ3 2022: $16.6BQ4 2022: $17.9BQ1 2023: $16.9BQ2 2023: $17.0BQ3 2023: $15.5BQ4 2023: $17.3BQ1 2024: $17.8BQ2 2024: $17.7BQ3 2024: $20.4BQ4 2024: $19.3BQ1 2025: $22.4BQ2 2025: $21.8BQ3 2025: $23.4BQ4 2025: $20.9BQ1 2026: $24.4BQ2 2026: $25.7B
Institutions holding DTE and their total value by quarter
QuarterHoldersValue
Q2 20261,036$25.7B
Q1 2026989$24.4B
Q4 2025961$20.9B
Q3 2025921$23.4B
Q2 2025932$21.8B
Q1 2025923$22.4B
Q4 2024879$19.3B
Q3 2024846$20.4B
Q2 2024802$17.7B
Q1 2024786$17.8B
Q4 2023755$17.3B
Q3 2023713$15.5B
Q2 2023733$17.0B
Q1 2023729$16.9B
Q4 2022770$17.9B
Q3 2022703$16.6B
Q2 2022742$18.0B
Q1 2022724$18.8B
Q4 2021705$16.6B
Q3 2021654$15.6B
Q2 2021687$18.3B
Q1 2021673$19.2B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Dte Energy Co; share changes are against Q3 2021.

Institutions holding DTE in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Carroll Financial Associates, Inc.2$00.00%−9−81.8%Reduced
PrairieView Partners, LLC1$00.00%00.0%Unchanged
Castle Financial & Retirement Planning Associates, Inc.2$00.00%+2New
Addison Advisors LLC4$00.00%+4New
Dark Forest Capital Management LP1$00.00%+1New
Karlinski Andrew C3$00.00%+3New
Global Financial Private Client, LLC5$5980.00%00.0%Unchanged
Manchester Capital Management LLC8$1.00K0.00%00.0%Unchanged
JNBA Financial Advisors12$1.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc6$1.00K0.00%00.0%Unchanged
Truvestments Capital LLC11$1.00K0.00%00.0%Unchanged
TFC Financial Management8$1.00K0.00%00.0%Unchanged
Surevest, LLC7$1.00K0.00%+7New
Signet Financial Management, LLC12$1.00K0.00%+12New
Core Alternative Capital10$1.00K0.00%+10New
Schubert & Co9$1.00K0.00%+9New
Patriot Financial Group Insurance Agency, LLC20$2.00K0.00%−10−33.3%Reduced
Lee Financial Co20$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC19$2.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC14$2.00K0.00%00.0%Unchanged
AllSquare Wealth Management LLC13$2.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC16$2.00K0.00%+16New
Lenox Wealth Advisors, LLC13$2.00K0.00%+13New
Ci Investments Inc.24$3.00K0.00%00.0%Unchanged
Covington Capital Management25$3.00K0.00%+25New
Sierra Capital LLC25$3.00K0.00%+25New
KB Financial Partners, LLC23$3.00K0.00%+23New
Amplius Wealth Advisors, LLC29$3.00K0.00%+29New
McCarthy Grittinger Financial Group, LLC33$3.94K0.00%00.0%Unchanged
Vigilant Capital Management, LLC37$4.00K0.00%−35−48.6%Reduced
Fieldpoint Private Securities, LLC37$4.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC32$4.00K0.00%−10−23.8%Reduced
Bell Investment Advisors, Inc31$4.00K0.00%+6+24.0%Added
CVA Family Office, LLC30$4.00K0.00%+30New
Sutton Wealth Advisors Inc.38$4.54K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC40$5.00K0.00%+40New
Investors Research Corp50$6.00K0.00%00.0%Unchanged
Albion Financial Group47$6.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC49$6.00K0.00%00.0%Unchanged
Seldon Capital LP50$6.00K0.00%+50New
Thompson Siegel & Walmsley LLC60$7.00K0.00%00.0%Unchanged
Hanson & Doremus Investment Management62$7.00K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC59$7.00K0.00%00.0%Unchanged
Quent Capital, LLC57$7.00K0.00%+57New
Whittier Trust Co of Nevada Inc66$8.00K0.00%+44+200.0%Added
Brown Brothers Harriman & Co77$9.00K0.00%−118−60.5%Reduced
Clearview Wealth Advisors LLC75$9.00K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC73$9.00K0.00%+73New
Old North State Trust, LLC74$9.00K0.01%+74New
Optiver Holding B.V.88$10.0K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.83$10.0K0.00%00.0%Unchanged
Raffa Wealth Management, LLC84$10.0K0.00%00.0%Unchanged
MV Capital Management, Inc.95$11.0K0.00%−6−5.9%Reduced
Evoke Wealth, LLC92$11.0K0.00%+3+3.4%Added
Benjamin F. Edwards & Company, Inc.100$12.0K0.00%−100−50.0%Reduced
Bellwether Advisors, LLC103$12.0K0.00%−10−8.8%Reduced
Dividend Assets Capital, LLC100$12.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.100$12.0K0.00%00.0%Unchanged
Ahrens Investment Partners LLC100$12.0K0.01%+100New
Aquatic Capital Management LLC100$12.0K0.02%+100New
Farmers & Merchants Investments Inc105$13.0K0.00%00.0%Unchanged
Capital Analysts, LLC109$13.0K0.00%00.0%Unchanged
Sage Private Wealth Group, LLC122$14.0K0.02%00.0%Unchanged
West Oak Capital, LLC115$14.0K0.01%00.0%Unchanged
BerganKDV Wealth Management, LLC120$14.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.115$14.0K0.00%−4−3.4%Reduced
Gemmer Asset Management LLC129$15.0K0.00%00.0%Unchanged
First Bank & Trust126$15.0K0.01%00.0%Unchanged
West Paces Advisors Inc.129$15.4K0.00%−33−20.4%Reduced
Rise Advisors, LLC135$16.2K0.02%+135New
Atlas Capital Advisors LLC140$16.7K0.00%00.0%Unchanged
Markston International LLC140$17.0K0.02%00.0%Unchanged
Motco154$18.0K0.00%−17−9.9%Reduced
Sandy Spring Bank150$18.0K0.00%00.0%Unchanged
Coastal Capital Group, Inc.151$18.0K0.00%+1+0.7%Added
Jones Financial Companies LLLP162$19.0K0.00%−18−10.0%Reduced
Tarbox Family Office, Inc.158$19.0K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.163$19.0K0.01%+16+10.9%Added
FAI Wealth Management172$20.0K0.02%00.0%Unchanged
Anchor Investment Management, LLC169$20.2K0.00%+135+397.1%Added
Brown, Lisle/Cummings, Inc.175$20.9K0.01%+175New
Smithfield Trust Co175$21.0K0.00%00.0%Unchanged
Curi Capital183$21.0K0.00%+183New
Private Capital Group, LLC181$22.0K0.00%−27−13.0%Reduced
Creative Financial Designs Inc182$22.0K0.00%−3−1.6%Reduced
Sound Income Strategies, LLC184$22.0K0.00%00.0%Unchanged
Arlington Partners LLC184$22.0K0.01%+184New
KRS Capital Management, LLC196$23.0K0.02%+196New
Cascade Investment Advisors, Inc.200$23.9K0.01%00.0%Unchanged
Denali Advisors LLC200$24.0K0.01%00.0%Unchanged
Reilly Financial Advisors, LLC200$24.0K0.00%00.0%Unchanged
Highlander Capital Management, LLC200$24.0K0.01%00.0%Unchanged
Kistler-Tiffany Companies, LLC200$24.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC200$24.0K0.01%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.212$25.0K0.01%00.0%Unchanged
AIA Group Ltd220$26.0K0.00%+220New
Federation des caisses Desjardins du Quebec221$26.4K0.00%00.0%Unchanged
First Financial Corp235$28.0K0.02%00.0%Unchanged
FourThought Financial, LLC232$28.0K0.00%00.0%Unchanged
TSFG, LLC236$28.0K0.01%+100+73.5%Added