Skip to main content
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, Q2 2023

Institutional positions in Dte Energy Co as of Jun 30, 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
733
+10 vs. Q1 2023
Shares held
154.1M
+608.8K (+0.4%) vs. Q1 2023
Total value
$17.0B
+$100.0M (+0.6%) vs. Q1 2023
New holders
67
280 more added
Sold out
57
225 more reduced

6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 733 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 heldQ2 2023: $17.0B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Dte Energy Co; share changes are against Q1 2023.

Institutions holding DTE in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC8$00.00%−214−96.4%Reduced
PrairieView Partners, LLC1$00.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)1$00.00%−3−75.0%Reduced
Lee Financial Co0$130.00%−20−100.0%Reduced
First Capital Advisors Group, LLC.3$3300.00%+3New
True Wealth Design, LLC3$3310.00%−150−98.0%Reduced
Glass Jacobson Investment Advisors llc4$4410.00%+4New
Global Financial Private Client, LLC5$5560.00%00.0%Unchanged
Focused Wealth Management, Inc6$6960.00%−451−98.7%Reduced
Cherry Tree Wealth Management, LLC9$9910.00%+9New
Transamerica Financial Advisors, Inc.8$1.00K0.00%00.0%Unchanged
Bollard Group LLC10$1.00K0.00%+10New
Arlington Partners LLC10$1.10K0.00%00.0%Unchanged
Truvestments Capital LLC11$1.21K0.00%00.0%Unchanged
Disciplined Investments, LLC12$1.32K0.00%+3+33.3%Added
JNBA Financial Advisors12$1.32K0.00%00.0%Unchanged
TFC Financial Management13$1.43K0.00%+5+62.5%Added
Missouri Trust & Investment Co14$1.54K0.00%+14New
Trifecta Capital Advisors, LLC14$1.54K0.00%00.0%Unchanged
Abound Wealth Management14$1.54K0.00%+2+16.7%Added
Carolinas Wealth Consulting LLC14$1.55K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC17$1.82K0.00%+1+6.3%Added
Cornerstone Planning Group LLC18$1.98K0.00%+18New
Financial Management Professionals, Inc.21$2.00K0.00%00.0%Unchanged
Avion Wealth24$2.00K0.00%+24New
Baker Avenue Asset Management, LP22$2.42K0.00%−33−60.0%Reduced
Hollencrest Capital Management25$2.75K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.26$2.86K0.00%00.0%Unchanged
KB Financial Partners, LLC23$3.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC37$4.07K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC37$4.11K0.00%+18+94.7%Added
Delos Wealth Advisors, LLC40$4.40K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC41$4.51K0.00%+3+7.9%Added
Institutional & Family Asset Management, LLC44$4.84K0.00%−5−10.2%Reduced
Westside Investment Management, Inc.44$4.84K0.00%00.0%Unchanged
Albion Financial Group47$5.17K0.00%00.0%Unchanged
Manchester Capital Management LLC49$5.39K0.00%+22+81.5%Added
Investors Research Corp50$5.50K0.00%00.0%Unchanged
Your Advocates Ltd., LLP53$5.83K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC56$6.17K0.00%+56New
Atlas Capital Advisors LLC57$6.27K0.00%−44−43.6%Reduced
SRS Capital Advisors, Inc.59$6.45K0.00%−8−11.9%Reduced
Harbor Investment Advisory, LLC59$6.49K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.65$7.15K0.01%00.0%Unchanged
Bell Investment Advisors, Inc65$7.15K0.00%−4−5.8%Reduced
BerganKDV Wealth Management, LLC67$7.37K0.00%−214−76.2%Reduced
Ritter Daniher Financial Advisory LLC70$7.68K0.00%00.0%Unchanged
GW&K Investment Management, LLC74$8.00K0.00%+74New
Whittier Trust Co of Nevada Inc74$8.14K0.00%00.0%Unchanged
CVA Family Office, LLC75$8.25K0.00%+5+7.1%Added
Raffa Wealth Management, LLC84$9.24K0.00%00.0%Unchanged
Piershale Financial Group, Inc.86$9.46K0.01%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP100$11.0K0.00%00.0%Unchanged
Hussman Strategic Advisors, Inc.100$11.0K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc100$11.0K0.00%00.0%Unchanged
West Paces Advisors Inc.100$11.0K0.00%00.0%Unchanged
WR Wealth Planners, LLC100$11.0K0.00%00.0%Unchanged
St Germain D J Co Inc100$11.0K0.00%+100New
Union Savings Bank100$11.4K0.01%+100New
Zions Bancorporation, N.A.106$11.7K0.00%−863−89.1%Reduced
Sofos Investments, Inc.110$11.7K0.05%00.0%Unchanged
Salem Investment Counselors Inc107$11.9K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.108$11.9K0.01%00.0%Unchanged
Capital Analysts, LLC109$12.0K0.00%00.0%Unchanged
West Oak Capital, LLC115$12.7K0.01%00.0%Unchanged
Jones Financial Companies LLLP123$13.5K0.00%−319−72.2%Reduced
Hexagon Capital Partners LLC126$13.9K0.00%+27+27.3%Added
Farmers & Merchants Investments Inc135$14.9K0.00%00.0%Unchanged
Rise Advisors, LLC142$15.6K0.01%+1+0.7%Added
DT Investment Partners, LLC138$15.6K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC143$15.7K0.00%+14+10.9%Added
Kistler-Tiffany Companies, LLC150$16.5K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC151$16.6K0.00%00.0%Unchanged
Covestor Ltd154$17.0K0.01%−3−1.9%Reduced
MV Capital Management, Inc.156$17.2K0.00%+13+9.1%Added
Motco159$17.5K0.00%+64+67.4%Added
MB, Levis & Associates, LLC164$18.0K0.01%00.0%Unchanged
Anchor Investment Management, LLC169$18.6K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec175$19.3K0.00%00.0%Unchanged
Creative Financial Designs Inc179$19.7K0.00%−3−1.6%Reduced
Smithfield Trust Co187$20.0K0.00%00.0%Unchanged
Centerpoint Advisors, LLC180$20.0K0.01%+180New
Park Place Capital Corp198$21.8K0.01%00.0%Unchanged
Quarry LP198$21.8K0.01%+61+44.5%Added
Highlander Capital Management, LLC200$22.0K0.01%00.0%Unchanged
CGC Financial Services, LLC201$22.1K0.01%+201New
Colonial Trust Advisors205$22.6K0.00%00.0%Unchanged
Mascoma Wealth Management LLC214$23.1K0.01%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.212$23.3K0.01%+212New
FinTrust Capital Advisors, LLC200$23.5K0.01%00.0%Unchanged
Coastal Capital Group, Inc.217$23.8K0.01%+1+0.5%Added
Beacon Capital Management, LLC231$25.4K0.01%00.0%Unchanged
First Financial Corp235$25.9K0.02%00.0%Unchanged
TSFG, LLC238$26.0K0.01%+2+0.8%Added
Quent Capital, LLC237$26.1K0.00%+47+24.7%Added
Foster Dykema Cabot & Co Inc250$28.0K0.00%00.0%Unchanged
City State Bank250$28.0K0.02%00.0%Unchanged
Safeguard Financial, LLC263$28.0K0.01%+263New
Beacon Capital Management, Inc.260$28.6K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.265$29.2K0.02%+100+60.6%Added