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.
13F holders, Q4 2022
Institutional positions in Dte Energy Co as of Dec 31, 2022. 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
- 770
- +82 vs. Q3 2022
- Shares held
- 152.4M
- +8.54M (+5.9%) vs. Q3 2022
- Total value
- $17.9B
- +$1.33B (+8.0%) vs. Q3 2022
- New holders
- 126
- 288 more added
- Sold out
- 44
- 219 more reduced
15 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,036 | $25.7B |
| Q1 2026 | 989 | $24.4B |
| Q4 2025 | 961 | $20.9B |
| Q3 2025 | 921 | $23.4B |
| Q2 2025 | 932 | $21.8B |
| Q1 2025 | 923 | $22.4B |
| Q4 2024 | 879 | $19.3B |
| Q3 2024 | 846 | $20.4B |
| Q2 2024 | 802 | $17.7B |
| Q1 2024 | 786 | $17.8B |
| Q4 2023 | 755 | $17.3B |
| Q3 2023 | 713 | $15.5B |
| Q2 2023 | 733 | $17.0B |
| Q1 2023 | 729 | $16.9B |
| Q4 2022 | 770 | $17.9B |
| Q3 2022 | 703 | $16.6B |
| Q2 2022 | 742 | $18.0B |
| Q1 2022 | 724 | $18.8B |
| Q4 2021 | 705 | $16.6B |
| Q3 2021 | 654 | $15.6B |
| Q2 2021 | 687 | $18.3B |
| Q1 2021 | 673 | $19.2B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Dte Energy Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 214 | $25.2K | 0.01% | −80−27.2% | Reduced |
| Beacon Capital Management, LLC | 231 | $27.1K | 0.01% | −38−14.1% | Reduced |
| Quarry LP | 232 | $27.3K | 0.03% | +232 | New |
| First Financial Corp | 235 | $27.6K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 236 | $28.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 242 | $28.0K | 0.00% | +171+240.8% | Added |
| City State Bank | 250 | $29.0K | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 248 | $29.1K | 0.00% | +248 | New |
| TD Waterhouse Canada Inc. | 259 | $30.5K | 0.00% | −34−11.6% | Reduced |
| Beacon Capital Management, Inc. | 260 | $30.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 274 | $32.0K | 0.00% | +274 | New |
| Arrow Financial Corp | 285 | $33.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 288 | $33.8K | 0.00% | −96−25.0% | Reduced |
| Global Retirement Partners, LLC | 290 | $34.1K | 0.00% | +43+17.4% | Added |
| Old Second National Bank of Aurora | 300 | $35.3K | 0.01% | +300 | New |
| WFA Asset Management Corp | 337 | $39.6K | 0.03% | +3+0.9% | Added |
| RWM Asset Management, LLC | 338 | $39.7K | 0.01% | −2,337−87.4% | Reduced |
| Centennial Bank | 350 | $41.1K | 0.02% | +350 | New |
| Sound Income Strategies, LLC | 362 | $42.5K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 363 | $42.7K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 379 | $44.5K | 0.02% | −313−45.2% | Reduced |
| Resources Management Corp | 387 | $45.0K | 0.01% | −100−20.5% | Reduced |
| AdvisorNet Financial, Inc | 383 | $45.0K | 0.00% | −371−49.2% | Reduced |
| Dakota Community Bank & Trust NA | 400 | $47.0K | 0.27% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $47.0K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 400 | $47.0K | 0.01% | +400 | New |
| Proequities, Inc. | 403 | $47.7K | 0.00% | −23−5.4% | Reduced |
| Altshuler Shaham Ltd | 408 | $48.0K | 0.00% | −18−4.2% | Reduced |
| Trust Co of Vermont | 413 | $48.5K | 0.00% | +47+12.8% | Added |
| Achmea Investment Management B.V. | 444 | $49.0K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 426 | $50.5K | 0.00% | +426 | New |
| TD Private Client Wealth LLC | 431 | $50.7K | 0.00% | −183−29.8% | Reduced |
| Versant Capital Management, Inc | 454 | $53.4K | 0.02% | −2−0.4% | Reduced |
| Alpha Paradigm Partners, LLC | 462 | $54.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 469 | $55.1K | 0.00% | +319+212.7% | Added |
| SOA Wealth Advisors, LLC. | 485 | $57.0K | 0.02% | +5+1.0% | Added |
| General Partner, Inc. | 485 | $57.0K | 0.05% | +485 | New |
| Toth Financial Advisory Corp | 489 | $57.5K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 500 | $58.8K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 500 | $58.8K | 0.04% | +500 | New |
| Crewe Advisors LLC | 509 | $59.8K | 0.01% | −107−17.4% | Reduced |
| United Community Bank | 517 | $60.8K | 0.06% | +35+7.3% | Added |
| Ci Investments Inc. | 538 | $63.0K | 0.00% | +282+110.2% | Added |
| Western Pacific Wealth Management, LP | 543 | $63.8K | 0.05% | +172+46.4% | Added |
| Ancora Advisors, LLC | 548 | $64.0K | 0.00% | −1,815−76.8% | Reduced |
| AllSquare Wealth Management LLC | 552 | $64.9K | 0.04% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 558 | $65.6K | 0.00% | +558 | New |
| Parkside Financial Bank & Trust | 579 | $68.0K | 0.02% | +119+25.9% | Added |
| Geneos Wealth Management Inc. | 586 | $68.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 588 | $69.1K | 0.01% | −18−3.0% | Reduced |
| WFA of San Diego, LLC | 603 | $70.9K | 0.05% | +603 | New |
| TCTC Holdings, LLC | 604 | $71.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 600 | $71.0K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 607 | $71.3K | 0.00% | −17−2.7% | Reduced |
| Atticus Wealth Management, LLC | 635 | $74.6K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 637 | $75.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 650 | $76.4K | 0.03% | +650 | New |
| Loomis Sayles & Co L P | 698 | $82.0K | 0.00% | +190+37.4% | Added |
| Harbor Capital Advisors, Inc. | 709 | $83.3K | 0.08% | +22+3.2% | Added |
| Essex Investment Management Co LLC | 735 | $86.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 743 | $87.3K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 780 | $91.7K | 0.07% | +5+0.6% | Added |
| PFG Private Wealth Management, LLC | 786 | $92.0K | 0.06% | −2−0.3% | Reduced |
| Asset Dedication, LLC | 804 | $94.0K | 0.01% | +23+2.9% | Added |
| Concord Wealth Partners | 821 | $96.5K | 0.03% | +821 | New |
| American National Bank | 822 | $97.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 830 | $97.5K | 0.01% | +505+155.4% | Added |
| Bessemer Group Inc | 861 | $100.0K | 0.00% | −592−40.7% | Reduced |
| Creative Capital Management Investments LLC | 914 | $107.0K | 0.09% | +914 | New |
| Zions Bancorporation, N.A. | 969 | $113.9K | 0.01% | −33−3.3% | Reduced |
| Stephenson National Bank & Trust | 967 | $114.0K | 0.07% | 00.0% | Unchanged |
| Glassman Wealth Services | 980 | $115.2K | 0.02% | +93+10.5% | Added |
| Tortoise Investment Management, LLC | 988 | $116.1K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,008 | $118.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,103 | $127.0K | 0.00% | +173+18.6% | Added |
| First Horizon Advisors, Inc. | 1,108 | $130.3K | 0.00% | −170−13.3% | Reduced |
| Romano Brothers and Company | 1,110 | $130.5K | 0.02% | +1,110 | New |
| Webster Bank, N. A. | 1,116 | $131.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,134 | $133.0K | 0.02% | −616−35.2% | Reduced |
| ICA Group Wealth Management, LLC | 1,150 | $135.2K | 0.03% | −4,041−77.8% | Reduced |
| Thomas White International Ltd | 1,173 | $137.9K | 0.03% | −577−33.0% | Reduced |
| GHP Investment Advisors, Inc. | 1,188 | $139.6K | 0.01% | −4−0.3% | Reduced |
| Kelly Financial Services LLC | 1,193 | $140.3K | 0.07% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,201 | $141.1K | 0.07% | +6+0.5% | Added |
| Whittier Trust Co | 1,220 | $143.4K | 0.00% | −13−1.1% | Reduced |
| Washington Trust Advisors, Inc. | 1,232 | $144.8K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,289 | $151.5K | 0.08% | +10+0.8% | Added |
| Sentry Investment Management LLC | 1,318 | $155.0K | 0.07% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,334 | $156.8K | 0.00% | +1,334 | New |
| Cambridge Trust Co | 1,360 | $160.0K | 0.01% | −5−0.4% | Reduced |
| Interactive Financial Advisors | 1,386 | $162.9K | 0.10% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,400 | $164.5K | 0.07% | −100−6.7% | Reduced |
| Endurance Wealth Management, Inc. | 1,400 | $165.0K | 0.02% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,412 | $166.4K | 0.04% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,500 | $176.3K | 0.00% | +1,500 | New |
| Goodwin Investment Advisory | 1,559 | $183.2K | 0.13% | −242−13.4% | Reduced |
| Caldwell Trust Co | 1,571 | $184.6K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,600 | $188.0K | 0.02% | +1,600 | New |
| Steward Partners Investment Advisory, LLC | 1,694 | $199.1K | 0.00% | +890+110.7% | Added |
| Neville Rodie & Shaw Inc | 1,701 | $200.0K | 0.02% | +1,701 | New |