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, 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Dte Energy Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WSFS Capital Management, LLC | 2,024 | $200.9K | 0.01% | +2,024 | New |
| MCF Advisors LLC | 2,011 | $201.6K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 2,033 | $201.8K | 0.01% | +35+1.8% | Added |
| MTM Investment Management, LLC | 2,034 | $201.9K | 0.10% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,040 | $202.5K | 0.04% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,042 | $202.7K | 0.03% | +2,042 | New |
| RSM US Wealth Management LLC | 2,050 | $203.6K | 0.01% | +98+5.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,063 | $204.8K | 0.03% | −37−1.8% | Reduced |
| Allegheny Financial Group LTD | 2,069 | $205.4K | 0.08% | +179+9.5% | Added |
| Aspen Investment Management Inc | 2,088 | $207.0K | 0.13% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,090 | $207.5K | 0.01% | −350−14.3% | Reduced |
| Graypoint LLC | 2,092 | $207.7K | 0.02% | −272−11.5% | Reduced |
| AIFG Consultants Ltd. | 2,100 | $208.4K | 0.17% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 2,110 | $209.5K | 0.11% | +18+0.9% | Added |
| Capstone Investment Advisors, LLC | 2,119 | $210.4K | 0.01% | +1,088+105.5% | Added |
| Hancock Whitney Corp | 2,120 | $210.5K | 0.01% | −306−12.6% | Reduced |
| NTV Asset Management LLC | 2,120 | $210.5K | 0.04% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 2,133 | $211.8K | 0.04% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,135 | $212.0K | 0.08% | +114+5.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,135 | $212.0K | 0.02% | −825−27.9% | Reduced |
| Principal Street Partners, LLC | 2,153 | $213.8K | 0.04% | −13−0.6% | Reduced |
| Regal Investment Advisors LLC | 2,156 | $214.1K | 0.02% | +7+0.3% | Added |
| Moody National Bank Trust Division | 2,190 | $217.4K | 0.01% | +148+7.2% | Added |
| Cigna Investments Inc | 2,196 | $218.0K | 0.05% | −268−10.9% | Reduced |
| Hyman Charles D | 2,200 | $218.0K | 0.01% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 2,201 | $218.5K | 0.08% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 2,244 | $222.8K | 0.12% | −153−6.4% | Reduced |
| Symmetry Partners, LLC | 2,254 | $224.0K | 0.01% | 00.0% | Unchanged |
| Truadvice, LLC | 2,283 | $225.1K | 0.09% | −50−2.1% | Reduced |
| Desjardins Global Asset Management Inc. | 2,279 | $226.3K | 0.02% | −4,960−68.5% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 2,278 | $228.3K | 0.15% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 2,306 | $228.9K | 0.05% | 00.0% | Unchanged |
| CPR Investments Inc. | 2,317 | $230.0K | 0.25% | −50−2.1% | Reduced |
| Rehmann Capital Advisory Group | 2,336 | $231.9K | 0.02% | +168+7.7% | Added |
| TCI Wealth Advisors, Inc. | 2,354 | $233.7K | 0.03% | +191+8.8% | Added |
| V-Square Quantitative Management LLC | 2,358 | $234.1K | 0.10% | +1,898+412.6% | Added |
| SkyOak Wealth, LLC | 2,385 | $236.8K | 0.07% | −139−5.5% | Reduced |
| Retirement Guys Formula LLC | 2,389 | $237.2K | 0.17% | −34−1.4% | Reduced |
| Vantage Consulting Group Inc | 2,403 | $238.6K | 0.16% | +211+9.6% | Added |
| Syntax Advisors, LLC | 2,403 | $238.6K | 0.21% | +211+9.6% | Added |
| Affinity Wealth Management LLC | 2,459 | $244.1K | 0.06% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 2,459 | $244.1K | 0.20% | +2,459 | New |
| Harbour Investments, Inc. | 2,466 | $244.8K | 0.01% | +411+20.0% | Added |
| Prime Capital Investment Advisors, LLC | 2,476 | $245.8K | 0.01% | −117−4.5% | Reduced |
| WealthBridge Capital Management, LLC | 2,503 | $248.5K | 0.10% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,504 | $248.6K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 2,520 | $250.2K | 0.00% | −377−13.0% | Reduced |
| Signaturefd, LLC | 2,521 | $250.3K | 0.01% | −746−22.8% | Reduced |
| Advisory Alpha, LLC | 2,537 | $251.9K | 0.01% | +170+7.2% | Added |
| Client 1st Advisory Group, LLC | 2,539 | $252.1K | 0.13% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,565 | $254.6K | 0.00% | −100−3.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,604 | $258.5K | 0.03% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,724 | $263.5K | 0.01% | −25−0.9% | Reduced |
| J2 Capital Management Inc | 2,712 | $269.2K | 0.34% | +184+7.3% | Added |
| Retirement Income Solutions, Inc | 2,717 | $269.7K | 0.08% | +682+33.5% | Added |
| Lincoln National Corp | 2,727 | $270.7K | 0.01% | +53+2.0% | Added |
| Wintrust Investments LLC | 2,748 | $273.0K | 0.03% | +10.0% | Added |
| Kaydan Wealth Management, Inc. | 2,797 | $277.7K | 0.11% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 2,800 | $278.0K | 0.04% | +2,800 | New |
| United Capital Financial Advisers, LLC | 2,820 | $279.9K | 0.00% | −603−17.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,846 | $282.6K | 0.00% | +2,846 | New |
| Horizon Investments, LLC | 2,883 | $286.2K | 0.01% | +233+8.8% | Added |
| Pier 88 Investment Partners LLC | 2,894 | $287.3K | 0.07% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 2,946 | $292.5K | 0.05% | +262+9.8% | Added |
| My Legacy Advisors, LLC | 3,030 | $293.1K | 0.12% | +3,030 | New |
| Palisade Asset Management, LLC | 3,000 | $297.8K | 0.04% | 00.0% | Unchanged |
| Inscription Capital, LLC | 3,000 | $297.8K | 0.10% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,031 | $300.9K | 0.00% | +117+4.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,082 | $306.0K | 0.16% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 3,105 | $308.3K | 0.07% | +3,105 | New |
| Brown Wealth Management, LLC | 3,129 | $310.6K | 0.15% | −23−0.7% | Reduced |
| Aviva PLC | 3,156 | $313.3K | 0.00% | +300+10.5% | Added |
| Fiduciary Trust Co | 3,192 | $316.9K | 0.01% | −956−23.0% | Reduced |
| Eqis Capital Management, Inc. | 3,193 | $317.0K | 0.04% | −366−10.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 3,224 | $320.1K | 0.29% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,266 | $324.2K | 0.01% | +280+9.4% | Added |
| Regions Financial Corp | 3,272 | $324.8K | 0.00% | −8−0.2% | Reduced |
| Capital Asset Advisory Services LLC | 3,367 | $329.4K | 0.02% | −497−12.9% | Reduced |
| Qube Research & Technologies Ltd | 3,328 | $330.4K | 0.00% | +3,328 | New |
| NBT Bank N A | 3,329 | $330.5K | 0.03% | +645+24.0% | Added |
| Richard W. Paul & Associates, LLC | 3,401 | $337.7K | 0.15% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 3,407 | $338.2K | 0.02% | −1,698−33.3% | Reduced |
| Fortis Group Advisors, LLC | 3,119 | $341.6K | 0.10% | 00.0% | Unchanged |
| Intrua Financial, LLC | 3,476 | $345.1K | 0.06% | +99+2.9% | Added |
| Balentine LLC | 3,491 | $346.6K | 0.01% | −193−5.2% | Reduced |
| Wellington Shields & Co., LLC | 3,500 | $347.5K | 0.09% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,539 | $351.4K | 0.02% | +250+7.6% | Added |
| Jacobi Capital Management LLC | 3,554 | $352.8K | 0.04% | +34+1.0% | Added |
| Prudential PLC | 3,571 | $354.5K | 0.00% | −1,438−28.7% | Reduced |
| MQS Management LLC | 3,578 | $355.2K | 0.22% | +3,578 | New |
| Connectus Wealth, LLC | 3,594 | $356.9K | 0.01% | −4−0.1% | Reduced |
| GEM Asset Management, LLC | 3,625 | $359.9K | 0.28% | 00.0% | Unchanged |
| Stephens Inc | 3,644 | $361.8K | 0.01% | +562+18.2% | Added |
| Integrated Wealth Concepts LLC | 3,644 | $361.8K | 0.01% | −695−16.0% | Reduced |
| Park Avenue Securities LLC | 3,660 | $363.0K | 0.01% | +3,660 | New |
| SJS Investment Consulting Inc. | 3,668 | $364.2K | 0.09% | −10.0% | Reduced |
| Telemus Capital, LLC | 3,709 | $368.2K | 0.03% | +111+3.1% | Added |
| NewEdge Wealth, LLC | 3,733 | $370.6K | 0.01% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 3,737 | $371.0K | 0.43% | +10+0.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,829 | $380.1K | 0.01% | 00.0% | Unchanged |