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, Q3 2023

Institutional positions in Dte Energy Co as of Sep 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
713
−7 vs. Q2 2023
Shares held
155.6M
+4.50M (+3.0%) vs. Q2 2023
Total value
$15.5B
−$1.17B (−7.1%) vs. Q2 2023
New holders
71
247 more added
Sold out
78
252 more reduced

13 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 713 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 heldQ3 2023: $15.5B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Dte Energy Co; share changes are against Q2 2023.

Institutions holding DTE in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth10$00.00%−14−58.3%Reduced
Lazard Asset Management LLC8$00.00%00.0%Unchanged
PrairieView Partners, LLC1$00.00%00.0%Unchanged
ClariVest Asset Management LLC5$00.00%+5New
Sofos Investments, Inc.3$2940.00%−107−97.3%Reduced
True Wealth Design, LLC3$2980.00%00.0%Unchanged
Global Financial Private Client, LLC5$4770.00%00.0%Unchanged
WestEnd Advisors, LLC5$4960.00%+5New
Focused Wealth Management, Inc6$6330.00%00.0%Unchanged
TFC Financial Management8$7950.00%−5−38.5%Reduced
Perkins Coie Trust Co9$8920.00%+9New
Cherry Tree Wealth Management, LLC9$8940.00%00.0%Unchanged
Wolff Wiese Magana LLC10$9930.00%+10New
LGT Financial Advisors LLC10$9930.00%+10New
Transamerica Financial Advisors, Inc.7$1.00K0.00%−1−12.5%Reduced
Truvestments Capital LLC11$1.09K0.00%00.0%Unchanged
JNBA Financial Advisors12$1.19K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP13$1.29K0.00%−9−40.9%Reduced
Carolinas Wealth Consulting LLC14$1.35K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC14$1.39K0.00%00.0%Unchanged
Missouri Trust & Investment Co14$1.39K0.00%00.0%Unchanged
Abound Wealth Management16$1.59K0.00%+2+14.3%Added
JFS Wealth Advisors, LLC17$1.69K0.00%−24−58.5%Reduced
Cornerstone Planning Group LLC17$1.69K0.00%−1−5.6%Reduced
KB Financial Partners, LLC23$2.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.21$2.00K0.00%00.0%Unchanged
Steward Financial Group LLC29$2.00K0.00%+29New
Rogco, LP24$2.38K0.00%+24New
Hollencrest Capital Management25$2.48K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.26$2.58K0.00%00.0%Unchanged
Valley National Advisers Inc35$3.00K0.00%+35New
Bell Investment Advisors, Inc31$3.08K0.00%−34−52.3%Reduced
Eagle Bay Advisors LLC37$3.67K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC39$3.87K0.00%−20−33.9%Reduced
Delos Wealth Advisors, LLC40$4.14K0.01%00.0%Unchanged
Raffa Wealth Management, LLC43$4.27K0.00%−41−48.8%Reduced
Quent Capital, LLC44$4.37K0.00%−193−81.4%Reduced
Westside Investment Management, Inc.44$4.37K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC44$4.37K0.00%00.0%Unchanged
Albion Financial Group47$4.67K0.00%00.0%Unchanged
Manchester Capital Management LLC49$4.87K0.00%00.0%Unchanged
Investors Research Corp50$4.96K0.00%00.0%Unchanged
Natixis52$5.16K0.00%−63,752−99.9%Reduced
Jones Financial Companies LLLP55$5.46K0.00%−68−55.3%Reduced
Atlas Capital Advisors LLC57$5.66K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.59$5.85K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.65$6.45K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC70$6.93K0.00%00.0%Unchanged
GW&K Investment Management, LLC69$7.00K0.00%−5−6.8%Reduced
Whittier Trust Co of Nevada Inc74$7.34K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC82$8.22K0.00%+45+121.6%Added
Motco95$9.43K0.00%−64−40.3%Reduced
Union Savings Bank100$9.93K0.01%00.0%Unchanged
St Germain D J Co Inc100$9.93K0.00%00.0%Unchanged
Hussman Strategic Advisors, Inc.100$9.93K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc100$9.93K0.00%00.0%Unchanged
West Paces Advisors Inc.100$9.93K0.00%00.0%Unchanged
WR Wealth Planners, LLC100$9.93K0.00%00.0%Unchanged
CGC Financial Services, LLC101$10.0K0.01%−100−49.8%Reduced
Salem Investment Counselors Inc107$10.7K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.109$10.8K0.01%+1+0.9%Added
Zions Bancorporation, N.A.110$10.9K0.00%+4+3.8%Added
West Oak Capital, LLC115$11.0K0.01%00.0%Unchanged
Capital Analysts, LLC109$11.0K0.00%00.0%Unchanged
Operose Advisors LLC117$11.6K0.00%+117New
Hexagon Capital Partners LLC122$12.1K0.00%−4−3.2%Reduced
MV Capital Management, Inc.137$13.6K0.00%−19−12.2%Reduced
DT Investment Partners, LLC138$13.7K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc140$13.9K0.00%+5+3.7%Added
Rise Advisors, LLC143$14.2K0.01%+1+0.7%Added
Covestor Ltd149$15.0K0.01%−5−3.2%Reduced
Cary Street Partner Investment Advisory LLC156$15.5K0.00%+5+3.3%Added
Coppell Advisory Solutions LLC136$16.0K0.01%+80+142.9%Added
MB, Levis & Associates, LLC164$16.3K0.01%00.0%Unchanged
Anchor Investment Management, LLC169$16.8K0.00%00.0%Unchanged
Smithfield Trust Co175$17.0K0.00%−12−6.4%Reduced
Federation des caisses Desjardins du Quebec175$17.4K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC179$17.9K0.01%+179New
Centerpoint Advisors, LLC180$18.0K0.01%00.0%Unchanged
PSI Advisors, LLC187$18.6K0.01%+187New
EverSource Wealth Advisors, LLC188$18.7K0.00%+45+31.5%Added
Creative Financial Designs Inc198$19.7K0.00%+19+10.6%Added
Park Place Capital Corp198$19.7K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC200$19.9K0.00%00.0%Unchanged
Highlander Capital Management, LLC200$20.0K0.01%00.0%Unchanged
Colonial Trust Advisors207$20.6K0.00%+2+1.0%Added
Global Wealth Management Investment Advisory, Inc.212$21.0K0.01%00.0%Unchanged
Mascoma Wealth Management LLC214$21.2K0.01%00.0%Unchanged
Asset Dedication, LLC223$22.0K0.00%−581−72.3%Reduced
Resources Management Corp217$22.0K0.00%−170−43.9%Reduced
First Financial Corp235$23.3K0.01%00.0%Unchanged
Salomon & Ludwin, LLC237$23.5K0.00%+237New
TSFG, LLC238$24.0K0.01%00.0%Unchanged
Caldwell Sutter Capital, Inc.245$24.3K0.01%−20−7.5%Reduced
Foster Dykema Cabot & Co Inc250$25.0K0.00%00.0%Unchanged
City State Bank250$25.0K0.01%00.0%Unchanged
Beacon Capital Management, LLC231$25.4K0.01%00.0%Unchanged
Beacon Capital Management, Inc.260$25.8K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC281$27.9K0.02%−537−65.6%Reduced
Arrow Financial Corp285$28.3K0.00%00.0%Unchanged