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, 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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Dte Energy Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 1,834 | $201.9K | 0.02% | −1,370−42.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,835 | $201.9K | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,844 | $202.9K | 0.03% | −1,362−42.5% | Reduced |
| Riverview Trust Co | 1,886 | $207.5K | 0.19% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 1,890 | $207.9K | 0.10% | −58−3.0% | Reduced |
| Man Group plc | 1,915 | $210.7K | 0.00% | – | – |
| Quantum Financial Advisors, LLC | 1,931 | $212.4K | 0.06% | 00.0% | Unchanged |
| Hartline Investment Corp | 1,948 | $214.3K | 0.04% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 1,949 | $215.1K | 0.01% | +27+1.4% | Added |
| Founders Financial Securities LLC | 1,961 | $215.7K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,952 | $216.6K | 0.01% | +25+1.3% | Added |
| Nemes Rush Group LLC | 1,970 | $216.8K | 0.04% | +1,970 | New |
| Sonora Investment Management Group, LLC | 1,977 | $217.6K | 0.02% | +1,977 | New |
| RWM Asset Management, LLC | 1,893 | $217.9K | 0.04% | +1,893 | New |
| Charter Trust Co | 1,989 | $218.8K | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,997 | $219.7K | 0.02% | −21−1.0% | Reduced |
| Merit Financial Group, LLC | 1,998 | $219.9K | 0.01% | +1,998 | New |
| XML Financial, LLC | 2,000 | $220.0K | 0.03% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 2,010 | $221.1K | 0.04% | −1,476−42.3% | Reduced |
| ASB Consultores, LLC | 2,021 | $222.3K | 0.11% | +19+0.9% | Added |
| MCF Advisors LLC | 2,011 | $223.2K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,034 | $223.8K | 0.11% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 2,035 | $223.8K | 0.06% | −770−27.5% | Reduced |
| PFG Investments, LLC | 2,040 | $224.4K | 0.04% | +40+2.0% | Added |
| Moody National Bank Trust Division | 2,042 | $224.7K | 0.02% | −115−5.3% | Reduced |
| Triton Wealth Management, PLLC | 1,989 | $225.2K | 0.13% | +14+0.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,048 | $225.3K | 0.01% | +2,048 | New |
| Harbour Investments, Inc. | 2,055 | $226.1K | 0.01% | −129−5.9% | Reduced |
| IFP Advisors, Inc | 3,680 | $226.9K | 0.01% | −10.0% | Reduced |
| Calton & Associates, Inc. | 2,067 | $227.4K | 0.11% | −52−2.5% | Reduced |
| Stevens Capital Management LP | 2,082 | $229.0K | 0.05% | −4,290−67.3% | Reduced |
| Aspen Investment Management Inc | 2,088 | $230.0K | 0.14% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 2,092 | $230.3K | 0.11% | +16+0.8% | Added |
| AIFG Consultants Ltd. | 2,100 | $231.0K | 0.19% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,100 | $231.0K | 0.01% | +310+17.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,100 | $231.0K | 0.04% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,101 | $231.2K | 0.02% | +2,101 | New |
| NTV Asset Management LLC | 2,120 | $233.2K | 0.04% | −91−4.1% | Reduced |
| Summit Financial Strategies, Inc. | 2,133 | $234.7K | 0.04% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,134 | $234.8K | 0.02% | +2,134 | New |
| Regal Investment Advisors LLC | 2,149 | $236.5K | 0.02% | −97−4.3% | Reduced |
| Bessemer Group Inc | 2,153 | $237.0K | 0.00% | +1,169+118.8% | Added |
| Blueshift Asset Management, LLC | 2,162 | $237.9K | 0.09% | +2,162 | New |
| TCI Wealth Advisors, Inc. | 2,163 | $238.0K | 0.03% | +293+15.7% | Added |
| Principal Street Partners, LLC | 2,166 | $238.5K | 0.06% | −52−2.3% | Reduced |
| Rehmann Capital Advisory Group | 2,168 | $238.5K | 0.02% | −12−0.6% | Reduced |
| Clearstead Advisors, LLC | 2,190 | $240.9K | 0.01% | +32+1.5% | Added |
| Vantage Consulting Group Inc | 2,192 | $241.2K | 0.14% | −246−10.1% | Reduced |
| Syntax Advisors, LLC | 2,192 | $241.2K | 0.19% | −246−10.1% | Reduced |
| Hyman Charles D | 2,200 | $242.0K | 0.02% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 2,201 | $242.2K | 0.09% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 2,224 | $244.7K | 0.10% | +2,224 | New |
| Symmetry Partners, LLC | 2,254 | $248.0K | 0.01% | 00.0% | Unchanged |
| Truadvice, LLC | 2,333 | $250.3K | 0.09% | −1,665−41.6% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 2,278 | $252.8K | 0.16% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 2,306 | $253.7K | 0.04% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 2,183 | $253.7K | 0.00% | +234+12.0% | Added |
| Empire Financial Management Company, LLC | 2,330 | $256.3K | 0.10% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,362 | $259.9K | 0.09% | 00.0% | Unchanged |
| Graypoint LLC | 2,364 | $260.1K | 0.03% | −5,074−68.2% | Reduced |
| CPR Investments Inc. | 2,367 | $260.4K | 0.25% | −34−1.4% | Reduced |
| Advisory Alpha, LLC | 2,367 | $260.5K | 0.01% | +2,367 | New |
| Beacon Bridge Wealth Partners, LLC | 2,397 | $263.7K | 0.13% | +17+0.7% | Added |
| Veriti Management LLC | 2,402 | $264.3K | 0.03% | −91−3.7% | Reduced |
| Retirement Guys Formula LLC | 2,423 | $266.6K | 0.15% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,426 | $267.0K | 0.01% | −479−16.5% | Reduced |
| PFS Investments Inc. | 2,440 | $268.0K | 0.00% | +103+4.4% | Added |
| Gradient Investments LLC | 2,440 | $268.4K | 0.01% | +374+18.1% | Added |
| Affinity Wealth Management LLC | 2,459 | $270.5K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,464 | $271.0K | 0.05% | +109+4.6% | Added |
| Quadrant Capital Group LLC | 2,462 | $271.1K | 0.03% | +239+10.8% | Added |
| WealthBridge Capital Management, LLC | 2,503 | $275.4K | 0.11% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,504 | $275.5K | 0.01% | 00.0% | Unchanged |
| Aventail Capital Group, LP | 2,523 | $277.6K | 0.03% | −395,874−99.4% | Reduced |
| SkyOak Wealth, LLC | 2,524 | $277.7K | 0.08% | +111+4.6% | Added |
| J2 Capital Management Inc | 2,528 | $278.1K | 0.33% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 2,539 | $279.3K | 0.15% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,582 | $284.1K | 0.01% | +389+17.7% | Added |
| Mather Group, LLC. | 2,583 | $284.2K | 0.00% | +390+17.8% | Added |
| Prime Capital Investment Advisors, LLC | 2,593 | $285.3K | 0.01% | +2,593 | New |
| Sheaff Brock Investment Advisors, LLC | 2,604 | $286.5K | 0.03% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 2,616 | $287.8K | 0.03% | −439−14.4% | Reduced |
| Horizon Investments, LLC | 2,650 | $291.6K | 0.01% | +240+10.0% | Added |
| Arete Wealth Advisors, LLC | 2,667 | $293.0K | 0.03% | +2,667 | New |
| Davenport & Co LLC | 2,665 | $293.2K | 0.00% | −842−24.0% | Reduced |
| Lincoln National Corp | 2,674 | $294.2K | 0.01% | −95−3.4% | Reduced |
| NBT Bank N A | 2,684 | $295.3K | 0.04% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 2,684 | $295.3K | 0.05% | +333+14.2% | Added |
| Northern Financial Advisors Inc | 2,697 | $296.7K | 0.26% | +855+46.4% | Added |
| Wintrust Investments LLC | 2,747 | $302.0K | 0.03% | −27−1.0% | Reduced |
| Brookstone Capital Management | 2,749 | $302.3K | 0.01% | +36+1.3% | Added |
| Landscape Capital Management, L.L.C. | 2,750 | $302.6K | 0.04% | +2,750 | New |
| Kaydan Wealth Management, Inc. | 2,797 | $307.7K | 0.13% | −50−1.8% | Reduced |
| Aviva PLC | 2,856 | $314.2K | 0.00% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 2,894 | $318.4K | 0.08% | 00.0% | Unchanged |
| Keybank National Association | 2,897 | $318.7K | 0.00% | −116−3.8% | Reduced |
| Equitable Holdings, Inc. | 2,914 | $320.6K | 0.00% | +2,914 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,960 | $326.0K | 0.04% | −73−2.4% | Reduced |
| Oppenheimer & Co Inc | 2,976 | $327.4K | 0.01% | −1,735−36.8% | Reduced |
| Kestra Private Wealth Services, LLC | 2,986 | $328.5K | 0.01% | −47−1.5% | Reduced |