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 |
|---|---|---|---|---|---|
| Oxler Private Wealth LLC | 2,092 | $230.3K | 0.11% | +16+0.8% | Added |
| Aspen Investment Management Inc | 2,088 | $230.0K | 0.14% | 00.0% | Unchanged |
| Stevens Capital Management LP | 2,082 | $229.0K | 0.05% | −4,290−67.3% | Reduced |
| Calton & Associates, Inc. | 2,067 | $227.4K | 0.11% | −52−2.5% | Reduced |
| IFP Advisors, Inc | 3,680 | $226.9K | 0.01% | −10.0% | Reduced |
| Harbour Investments, Inc. | 2,055 | $226.1K | 0.01% | −129−5.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,048 | $225.3K | 0.01% | +2,048 | New |
| Triton Wealth Management, PLLC | 1,989 | $225.2K | 0.13% | +14+0.7% | Added |
| Moody National Bank Trust Division | 2,042 | $224.7K | 0.02% | −115−5.3% | Reduced |
| PFG Investments, LLC | 2,040 | $224.4K | 0.04% | +40+2.0% | Added |
| Retirement Income Solutions, Inc | 2,035 | $223.8K | 0.06% | −770−27.5% | Reduced |
| MTM Investment Management, LLC | 2,034 | $223.8K | 0.11% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,011 | $223.2K | 0.02% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,021 | $222.3K | 0.11% | +19+0.9% | Added |
| Diversified Portfolios, Inc. | 2,010 | $221.1K | 0.04% | −1,476−42.3% | Reduced |
| XML Financial, LLC | 2,000 | $220.0K | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,998 | $219.9K | 0.01% | +1,998 | New |
| Clarius Group, LLC | 1,997 | $219.7K | 0.02% | −21−1.0% | Reduced |
| Charter Trust Co | 1,989 | $218.8K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,893 | $217.9K | 0.04% | +1,893 | New |
| Sonora Investment Management Group, LLC | 1,977 | $217.6K | 0.02% | +1,977 | New |
| Nemes Rush Group LLC | 1,970 | $216.8K | 0.04% | +1,970 | New |
| RSM US Wealth Management LLC | 1,952 | $216.6K | 0.01% | +25+1.3% | Added |
| Founders Financial Securities LLC | 1,961 | $215.7K | 0.03% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 1,949 | $215.1K | 0.01% | +27+1.4% | Added |
| Hartline Investment Corp | 1,948 | $214.3K | 0.04% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,931 | $212.4K | 0.06% | 00.0% | Unchanged |
| Man Group plc | 1,915 | $210.7K | 0.00% | – | – |
| Allegheny Financial Group LTD | 1,890 | $207.9K | 0.10% | −58−3.0% | Reduced |
| Riverview Trust Co | 1,886 | $207.5K | 0.19% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,844 | $202.9K | 0.03% | −1,362−42.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,835 | $201.9K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,834 | $201.9K | 0.02% | −1,370−42.8% | Reduced |
| Pointe Capital Management LLC | 1,829 | $201.2K | 0.15% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,811 | $201.2K | 0.00% | +1,494+471.3% | Added |
| Checchi Capital Advisers, LLC | 1,828 | $201.1K | 0.02% | +1,828 | New |
| Personal Cfo Solutions, LLC | 1,827 | $201.0K | 0.04% | −33−1.8% | Reduced |
| Alaska Permanent Fund Corp | 1,721 | $189.3K | 0.00% | +1,721 | New |
| Assetmark, Inc | 1,584 | $174.3K | 0.00% | −410−20.6% | Reduced |
| Delta Asset Management LLC | 1,580 | $173.8K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,571 | $172.8K | 0.02% | +19+1.2% | Added |
| Ci Investments Inc. | 1,567 | $172.0K | 0.00% | +347+28.4% | Added |
| Ronald Blue Trust, Inc. | 1,542 | $169.0K | 0.00% | −301−16.3% | Reduced |
| HM Payson & Co | 1,480 | $162.8K | 0.00% | −413−21.8% | Reduced |
| Belmont Capital, LLC | 1,400 | $154.0K | 0.09% | +1,400 | New |
| UniSuper Management Pty Ltd | 1,400 | $154.0K | 0.00% | +1,400 | New |
| Endurance Wealth Management, Inc. | 1,400 | $154.0K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,325 | $151.4K | 0.07% | +53+4.2% | Added |
| Cambridge Trust Co | 1,360 | $149.6K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,359 | $146.6K | 0.01% | +234+20.8% | Added |
| Rowland & Co Investment Counsel | 1,331 | $146.4K | 0.03% | −81−5.7% | Reduced |
| Penserra Capital Management LLC | 1,335 | $146.0K | 0.00% | +1,325+13,250.0% | Added |
| Cranbrook Wealth Management, LLC | 1,319 | $145.1K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,311 | $144.2K | 0.06% | +11+0.8% | Added |
| Sentry Investment Management LLC | 1,263 | $139.0K | 0.05% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,248 | $137.3K | 0.01% | +1,248 | New |
| Whittier Trust Co | 1,200 | $132.0K | 0.00% | −20−1.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,196 | $131.6K | 0.00% | +111+10.2% | Added |
| Kelly Financial Services LLC | 1,195 | $131.5K | 0.06% | +1+0.1% | Added |
| Westpac Banking Corp | 1,189 | $130.8K | 0.01% | −23,478−95.2% | Reduced |
| Thomas White International Ltd | 1,173 | $129.1K | 0.03% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,155 | $127.1K | 0.03% | +1,155 | New |
| ICA Group Wealth Management, LLC | 1,153 | $126.9K | 0.03% | +3+0.3% | Added |
| Webster Bank, N. A. | 1,116 | $122.8K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,042 | $114.6K | 0.02% | +7+0.7% | Added |
| Capstone Investment Advisors, LLC | 1,031 | $113.4K | 0.00% | +1,031 | New |
| Stephenson National Bank & Trust | 1,026 | $112.9K | 0.06% | +59+6.1% | Added |
| Ostrum Asset Management | 1,008 | $110.9K | 0.01% | +1+0.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,008 | $110.9K | 0.02% | +226+28.9% | Added |
| Tortoise Investment Management, LLC | 988 | $108.7K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 944 | $103.4K | 0.08% | 00.0% | Unchanged |
| Simplex Trading, LLC | 941 | $103.0K | 0.00% | +941 | New |
| Pacific Center for Financial Services | 920 | $101.2K | 0.03% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 914 | $100.6K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 909 | $100.0K | 0.01% | −34−3.6% | Reduced |
| Federated Hermes, Inc. | 898 | $98.8K | 0.00% | −1,256−58.3% | Reduced |
| Impact Partnership Wealth, LLC | 855 | $94.1K | 0.03% | +855 | New |
| Stonebridge Capital Advisors LLC | 830 | $91.3K | 0.01% | 00.0% | Unchanged |
| American National Bank | 822 | $90.4K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 821 | $90.3K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 818 | $90.0K | 0.05% | +4+0.5% | Added |
| Asset Dedication, LLC | 804 | $88.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 769 | $84.6K | 0.01% | −343−30.8% | Reduced |
| Private Trust Co NA | 744 | $81.9K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 743 | $81.7K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 735 | $80.9K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 729 | $80.2K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 687 | $75.6K | 0.00% | −66−8.8% | Reduced |
| Loomis Sayles & Co L P | 678 | $75.0K | 0.00% | +353+108.6% | Added |
| Sound Income Strategies, LLC | 662 | $72.8K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 647 | $71.2K | 0.06% | +130+25.1% | Added |
| Global Retirement Partners, LLC | 643 | $70.7K | 0.00% | +11+1.7% | Added |
| Umb Bank N A | 637 | $70.1K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 635 | $69.9K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 615 | $67.7K | 0.02% | +11+1.8% | Added |
| TCTC Holdings, LLC | 604 | $66.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 600 | $66.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 600 | $66.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 589 | $64.8K | 0.00% | +3+0.5% | Added |
| Ancora Advisors, LLC | 548 | $60.3K | 0.00% | 00.0% | Unchanged |