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 |
|---|---|---|---|---|---|
| Affinity Investment Advisors, LLC | 1,720 | $202.2K | 0.09% | +1,720 | New |
| Old Mission Investment Co LLC | 1,720 | $202.2K | 0.09% | +1,720 | New |
| Rothschild Investment Corp | 1,724 | $203.0K | 0.02% | +1,724 | New |
| Patton Fund Management, Inc. | 1,730 | $203.0K | 0.06% | +1,730 | New |
| Resources Investment Advisors, LLC. | 1,729 | $203.2K | 0.01% | −38−2.2% | Reduced |
| Essex Financial Services, Inc. | 1,743 | $204.0K | 0.02% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,753 | $206.0K | 0.01% | −17−1.0% | Reduced |
| Trustmark National Bank Trust Department | 1,757 | $206.5K | 0.02% | +16+0.9% | Added |
| Riverview Trust Co | 1,761 | $207.0K | 0.20% | −99−5.3% | Reduced |
| Fermata Advisors, LLC | 1,774 | $208.5K | 0.06% | +5+0.3% | Added |
| Kaydan Wealth Management, Inc. | 1,780 | $209.2K | 0.08% | −34−1.9% | Reduced |
| Roof Eidam & Maycock | 1,783 | $209.6K | 0.07% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,790 | $210.0K | 0.01% | +1,790 | New |
| Coastline Trust Co | 1,800 | $211.6K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,817 | $213.6K | 0.01% | −299−14.1% | Reduced |
| Cranbrook Wealth Management, LLC | 1,838 | $216.0K | 0.06% | 00.0% | Unchanged |
| Park National Corp | 1,842 | $216.5K | 0.01% | −5−0.3% | Reduced |
| Northern Financial Advisors Inc | 1,842 | $216.5K | 0.24% | +1,842 | New |
| Beaird Harris Wealth Management, LLC | 1,864 | $219.1K | 0.04% | −21−1.1% | Reduced |
| TCI Wealth Advisors, Inc. | 1,871 | $219.9K | 0.03% | −1−0.1% | Reduced |
| Farmers Trust Co | 1,872 | $220.0K | 0.05% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 1,901 | $223.4K | 0.04% | +1,901 | New |
| HM Payson & Co | 1,904 | $223.8K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,910 | $224.5K | 0.01% | +1,910 | New |
| Triton Wealth Management, PLLC | 1,947 | $225.2K | 0.14% | +13+0.7% | Added |
| Assetmark, Inc | 1,920 | $225.7K | 0.00% | +33+1.7% | Added |
| Spire Wealth Management | 1,923 | $226.0K | 0.01% | +358+22.9% | Added |
| Quantum Financial Advisors, LLC | 1,931 | $226.9K | 0.10% | +5+0.3% | Added |
| Independent Solutions Wealth Management, LLC | 1,943 | $228.3K | 0.07% | +1+0.1% | Added |
| Allegheny Financial Group LTD | 1,948 | $228.9K | 0.10% | +58+3.1% | Added |
| Hartline Investment Corp | 1,948 | $228.9K | 0.05% | +1,948 | New |
| Ossiam | 1,953 | $229.5K | 0.01% | −18,850−90.6% | Reduced |
| Founders Financial Securities LLC | 1,961 | $230.5K | 0.04% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,965 | $230.9K | 0.03% | +1,965 | New |
| SC&H Financial Advisors, Inc. | 1,967 | $231.2K | 0.10% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 1,979 | $232.6K | 0.03% | −2,660−57.3% | Reduced |
| Charter Trust Co | 1,989 | $233.8K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,990 | $234.0K | 0.02% | +139+7.5% | Added |
| Clarius Group, LLC | 1,999 | $235.0K | 0.02% | +199+11.1% | Added |
| XML Financial, LLC | 2,004 | $235.5K | 0.03% | +4+0.2% | Added |
| Campbell & CO Investment Adviser LLC | 2,024 | $237.9K | 0.06% | +2,024 | New |
| MCF Advisors LLC | 2,011 | $238.3K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,034 | $239.1K | 0.12% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 2,039 | $239.6K | 0.05% | +2,039 | New |
| Park Avenue Securities LLC | 2,044 | $240.0K | 0.00% | −1,417−40.9% | Reduced |
| Moody National Bank Trust Division | 2,042 | $240.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,052 | $241.3K | 0.01% | −350−14.6% | Reduced |
| Checchi Capital Advisers, LLC | 2,070 | $243.3K | 0.03% | +134+6.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,072 | $243.5K | 0.04% | +2,072 | New |
| Kula Investments, LLC | 2,075 | $243.9K | 0.09% | +2,075 | New |
| Aspen Investment Management Inc | 2,088 | $245.0K | 0.16% | 00.0% | Unchanged |
| AIFG Consultants Ltd. | 2,100 | $246.8K | 0.24% | +2,100 | New |
| Fund Management at Engine No. 1 LLC | 2,135 | $250.9K | 0.06% | +272+14.6% | Added |
| Calton & Associates, Inc. | 2,152 | $252.9K | 0.10% | −105−4.7% | Reduced |
| Rehmann Capital Advisory Group | 2,178 | $256.0K | 0.03% | −894−29.1% | Reduced |
| Alaska Permanent Fund Corp | 2,176 | $256.0K | 0.00% | +140+6.9% | Added |
| Brinker Capital Investments, LLC | 2,188 | $257.2K | 0.01% | −183−7.7% | Reduced |
| Signaturefd, LLC | 2,195 | $258.0K | 0.01% | +47+2.2% | Added |
| Capital Financial Services, LLC | 2,200 | $258.6K | 0.36% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 2,201 | $258.7K | 0.10% | +2,201 | New |
| Vantage Consulting Group Inc | 2,202 | $258.8K | 0.15% | +188+9.3% | Added |
| Syntax Advisors, LLC | 2,202 | $258.8K | 0.22% | +188+9.3% | Added |
| Hyman Charles D | 2,200 | $259.0K | 0.02% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 2,210 | $259.7K | 0.02% | +444+25.1% | Added |
| NTV Asset Management LLC | 2,211 | $259.9K | 0.05% | +319+16.9% | Added |
| Horizon Investments, LLC | 2,211 | $260.0K | 0.01% | +272+14.0% | Added |
| Symmetry Partners, LLC | 2,254 | $265.0K | 0.02% | −7,193−76.1% | Reduced |
| Clearstead Advisors, LLC | 2,270 | $266.8K | 0.02% | +7+0.3% | Added |
| Advisors Asset Management, Inc. | 2,270 | $266.8K | 0.01% | +1,502+195.6% | Added |
| Oliver Luxxe Assets LLC | 2,274 | $267.3K | 0.07% | −34,711−93.9% | Reduced |
| Principal Street Partners, LLC | 2,294 | $269.6K | 0.07% | −14−0.6% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 2,278 | $269.9K | 0.19% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,301 | $270.4K | 0.03% | −437−16.0% | Reduced |
| Midwest Professional Planners, LTD. | 2,310 | $271.5K | 0.15% | +325+16.4% | Added |
| Gradient Investments LLC | 2,358 | $277.1K | 0.01% | −873−27.0% | Reduced |
| PFS Investments Inc. | 2,362 | $278.0K | 0.01% | −509−17.7% | Reduced |
| Quadrant Capital Group LLC | 2,369 | $278.4K | 0.03% | +1,006+73.8% | Added |
| Prime Capital Investment Advisors, LLC | 2,406 | $282.8K | 0.01% | +2,406 | New |
| SkyOak Wealth, LLC | 2,413 | $283.6K | 0.10% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,413 | $283.6K | 0.11% | +2,413 | New |
| Cigna Investments Inc | 2,421 | $284.0K | 0.06% | +116+5.0% | Added |
| Retirement Guys Formula LLC | 2,437 | $286.4K | 0.23% | +28+1.2% | Added |
| Private Advisor Group, LLC | 10,737 | $287.7K | 0.01% | −385−3.5% | Reduced |
| IFP Advisors, Inc | 4,306 | $288.0K | 0.01% | +1,976+84.8% | Added |
| Affinity Wealth Management LLC | 2,459 | $289.0K | 0.07% | 00.0% | Unchanged |
| CPR Investments Inc. | 2,483 | $291.8K | 0.29% | +50+2.1% | Added |
| WealthBridge Capital Management, LLC | 2,504 | $294.3K | 0.12% | +10.0% | Added |
| Tectonic Advisors LLC | 2,506 | $294.5K | 0.05% | +349+16.2% | Added |
| Clifford Swan Investment Counsel LLC | 2,509 | $294.9K | 0.01% | −59−2.3% | Reduced |
| Money Concepts Capital Corp | 2,512 | $295.2K | 0.01% | +2,512 | New |
| J2 Capital Management Inc | 2,528 | $297.1K | 0.51% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 2,539 | $298.4K | 0.17% | 00.0% | Unchanged |
| Seeyond | 2,558 | $300.6K | 0.03% | −3,181−55.4% | Reduced |
| Toroso Investments, LLC | 2,567 | $302.0K | 0.01% | +61+2.4% | Added |
| International Assets Investment Management, LLC | 2,586 | $304.0K | 0.03% | +2,586 | New |
| Retirement Income Solutions, Inc | 2,588 | $304.2K | 0.10% | −136−5.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,604 | $306.0K | 0.03% | 00.0% | Unchanged |
| Lincoln National Corp | 2,608 | $306.5K | 0.01% | −11−0.4% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 2,621 | $308.0K | 0.22% | +2,621 | New |
| Financial Advisors Network, Inc. | 2,655 | $312.1K | 0.08% | +683+34.6% | Added |