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, Q1 2023
Institutional positions in Dte Energy Co as of Mar 31, 2023. 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
- 729
- −17 vs. Q4 2022
- Shares held
- 153.6M
- +1.60M (+1.1%) vs. Q4 2022
- Total value
- $16.9B
- −$977.1M (−5.5%) vs. Q4 2022
- New holders
- 64
- 263 more added
- Sold out
- 81
- 246 more reduced
24 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Dte Energy Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 1,843 | $216.0K | 0.00% | +740+67.1% | Added |
| Charter Trust Co | 1,989 | $217.9K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 1,994 | $218.4K | 0.00% | +74+3.9% | Added |
| XML Financial, LLC | 2,000 | $219.1K | 0.03% | −4−0.2% | Reduced |
| KCM Investment Advisors LLC | 2,000 | $219.1K | 0.01% | +2,000 | New |
| PFG Investments, LLC | 2,000 | $219.1K | 0.04% | +2,000 | New |
| Triton Wealth Management, PLLC | 1,975 | $219.3K | 0.13% | +28+1.4% | Added |
| ASB Consultores, LLC | 2,002 | $219.3K | 0.09% | +2,002 | New |
| Clarius Group, LLC | 2,018 | $221.1K | 0.02% | +19+1.0% | Added |
| MCF Advisors LLC | 2,011 | $222.2K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,034 | $222.8K | 0.11% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 2,039 | $223.4K | 0.05% | 00.0% | Unchanged |
| Spirit of America Management Corp | 2,050 | $224.6K | 0.05% | +2,050 | New |
| Gradient Investments LLC | 2,066 | $226.3K | 0.01% | −292−12.4% | Reduced |
| IFP Advisors, Inc | 3,681 | $226.9K | 0.01% | −625−14.5% | Reduced |
| ISAM Funds (UK) Ltd | 2,072 | $227.0K | 0.29% | +2,072 | New |
| Gsa Capital Partners LLP | 2,068 | $227.0K | 0.02% | +2,068 | New |
| Oxler Private Wealth LLC | 2,076 | $227.3K | 0.11% | −5,132−71.2% | Reduced |
| Aspen Investment Management Inc | 2,088 | $229.0K | 0.15% | 00.0% | Unchanged |
| AIFG Consultants Ltd. | 2,100 | $230.0K | 0.19% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,100 | $230.0K | 0.04% | +28+1.4% | Added |
| Calton & Associates, Inc. | 2,119 | $232.1K | 0.11% | −33−1.5% | Reduced |
| Summit Financial Strategies, Inc. | 2,133 | $233.6K | 0.05% | +2,133 | New |
| Balentine LLC | 2,147 | $235.2K | 0.01% | −760−26.1% | Reduced |
| Federated Hermes, Inc. | 2,154 | $235.9K | 0.00% | −2,478−53.5% | Reduced |
| Moody National Bank Trust Division | 2,157 | $236.3K | 0.02% | +115+5.6% | Added |
| Clearstead Advisors, LLC | 2,158 | $236.4K | 0.02% | −112−4.9% | Reduced |
| Rehmann Capital Advisory Group | 2,180 | $238.8K | 0.02% | +2+0.1% | Added |
| Harbour Investments, Inc. | 2,184 | $239.2K | 0.01% | +367+20.2% | Added |
| Mather Group, LLC. | 2,193 | $240.2K | 0.00% | +2,193 | New |
| Parallel Advisors, LLC | 2,193 | $240.2K | 0.01% | +141+6.9% | Added |
| Hyman Charles D | 2,200 | $241.0K | 0.02% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 2,201 | $241.1K | 0.09% | 00.0% | Unchanged |
| NTV Asset Management LLC | 2,211 | $242.2K | 0.05% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,218 | $243.1K | 0.06% | −76−3.3% | Reduced |
| Quadrant Capital Group LLC | 2,223 | $243.5K | 0.03% | −146−6.2% | Reduced |
| Regal Investment Advisors LLC | 2,246 | $246.1K | 0.02% | −55−2.4% | Reduced |
| Symmetry Partners, LLC | 2,254 | $247.0K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,252 | $247.0K | 0.02% | +262+13.2% | Added |
| Arbor Trust Wealth Advisors, LLC | 2,278 | $251.7K | 0.17% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 2,306 | $252.6K | 0.05% | +2,306 | New |
| Empire Financial Management Company, LLC | 2,330 | $255.2K | 0.10% | +2,330 | New |
| Fund Management at Engine No. 1 LLC | 2,351 | $257.5K | 0.05% | +216+10.1% | Added |
| Cigna Investments Inc | 2,355 | $258.0K | 0.05% | −66−2.7% | Reduced |
| SC&H Financial Advisors, Inc. | 2,362 | $258.7K | 0.09% | +395+20.1% | Added |
| Beacon Bridge Wealth Partners, LLC | 2,380 | $260.7K | 0.16% | −241−9.2% | Reduced |
| CPR Investments Inc. | 2,401 | $263.3K | 0.25% | −82−3.3% | Reduced |
| Horizon Investments, LLC | 2,410 | $264.0K | 0.01% | +199+9.0% | Added |
| SkyOak Wealth, LLC | 2,413 | $264.3K | 0.08% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 2,423 | $265.4K | 0.19% | −14−0.6% | Reduced |
| PFS Investments Inc. | 2,337 | $266.0K | 0.00% | −25−1.1% | Reduced |
| Vantage Consulting Group Inc | 2,438 | $267.1K | 0.15% | +236+10.7% | Added |
| Syntax Advisors, LLC | 2,438 | $267.1K | 0.20% | +236+10.7% | Added |
| Boston Private Wealth LLC | 2,459 | $269.4K | 0.00% | −528−17.7% | Reduced |
| Affinity Wealth Management LLC | 2,459 | $269.4K | 0.06% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,459 | $269.4K | 0.00% | −300−10.9% | Reduced |
| Stephens Inc | 2,463 | $269.8K | 0.01% | −877−26.3% | Reduced |
| Veriti Management LLC | 2,493 | $273.1K | 0.03% | −215−7.9% | Reduced |
| Atom Investors LP | 2,500 | $273.9K | 0.15% | +2,500 | New |
| WealthBridge Capital Management, LLC | 2,503 | $274.2K | 0.11% | −10.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,504 | $274.3K | 0.01% | −5−0.2% | Reduced |
| J2 Capital Management Inc | 2,528 | $276.9K | 0.43% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 2,539 | $278.1K | 0.15% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 2,604 | $285.2K | 0.03% | 00.0% | Unchanged |
| AXA S.A. | 2,636 | $288.7K | 0.00% | −1,200−31.3% | Reduced |
| Signaturefd, LLC | 2,655 | $290.8K | 0.01% | +460+21.0% | Added |
| NBT Bank N A | 2,684 | $294.0K | 0.04% | 00.0% | Unchanged |
| AIA Group Ltd | 2,697 | $295.4K | 0.02% | −262−8.9% | Reduced |
| Toroso Investments, LLC | 2,735 | $300.0K | 0.01% | +168+6.5% | Added |
| Lincoln National Corp | 2,769 | $303.3K | 0.01% | +161+6.2% | Added |
| Wintrust Investments LLC | 2,774 | $304.0K | 0.04% | +10.0% | Added |
| Brookstone Capital Management | 2,713 | $305.7K | 0.01% | −16−0.6% | Reduced |
| Retirement Income Solutions, Inc | 2,805 | $307.3K | 0.09% | +217+8.4% | Added |
| Qtron Investments LLC | 2,837 | $310.8K | 0.06% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 2,847 | $311.9K | 0.13% | +1,067+59.9% | Added |
| Aviva PLC | 2,856 | $312.8K | 0.00% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 2,894 | $317.0K | 0.08% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,905 | $318.0K | 0.01% | −64−2.2% | Reduced |
| Palisade Asset Management, LLC | 3,000 | $328.6K | 0.04% | 00.0% | Unchanged |
| Inscription Capital, LLC | 3,000 | $328.6K | 0.09% | 00.0% | Unchanged |
| Keybank National Association | 3,013 | $330.0K | 0.00% | −191−6.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,033 | $332.0K | 0.04% | −371−10.9% | Reduced |
| Kestra Private Wealth Services, LLC | 3,033 | $332.2K | 0.01% | +111+3.8% | Added |
| Icon Wealth Partners, LLC | 3,055 | $334.6K | 0.04% | +3,055 | New |
| Moors & Cabot, Inc. | 3,071 | $336.4K | 0.02% | +220+7.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,082 | $337.6K | 0.19% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 3,185 | $348.9K | 0.00% | +3,185 | New |
| Fortis Group Advisors, LLC | 3,119 | $350.6K | 0.11% | +3,119 | New |
| Belpointe Asset Management LLC | 3,204 | $351.0K | 0.02% | +482+17.7% | Added |
| Cozad Asset Management Inc | 3,206 | $351.2K | 0.05% | −12,319−79.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 3,224 | $353.2K | 0.31% | −400−11.0% | Reduced |
| Nomura Holdings Inc | 3,231 | $353.9K | 0.00% | +3,231 | New |
| First National Bank Sioux Falls | 3,245 | $355.5K | 0.25% | 00.0% | Unchanged |
| Resources Management Corp | 15,989 | $363.0K | 0.07% | +15,602+4,031.5% | Added |
| Bleakley Financial Group, LLC | 3,320 | $363.6K | 0.01% | +527+18.9% | Added |
| Advisors Asset Management, Inc. | 3,330 | $364.8K | 0.01% | +1,060+46.7% | Added |
| Richard W. Paul & Associates, LLC | 3,401 | $372.5K | 0.17% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 3,476 | $380.8K | 0.04% | −3,002−46.3% | Reduced |
| Intrua Financial, LLC | 3,366 | $381.9K | 0.08% | −5−0.1% | Reduced |
| Diversified Portfolios, Inc. | 3,486 | $381.9K | 0.08% | +112+3.3% | Added |