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 |
|---|---|---|---|---|---|
| AIFG Consultants Ltd. | 2,100 | $208.4K | 0.17% | 00.0% | Unchanged |
| Graypoint LLC | 2,092 | $207.7K | 0.02% | −272−11.5% | Reduced |
| Gradient Investments LLC | 2,090 | $207.5K | 0.01% | −350−14.3% | Reduced |
| Aspen Investment Management Inc | 2,088 | $207.0K | 0.13% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,069 | $205.4K | 0.08% | +179+9.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,063 | $204.8K | 0.03% | −37−1.8% | Reduced |
| RSM US Wealth Management LLC | 2,050 | $203.6K | 0.01% | +98+5.0% | Added |
| Kingswood Wealth Advisors, LLC | 2,042 | $202.7K | 0.03% | +2,042 | New |
| PFG Investments, LLC | 2,040 | $202.5K | 0.04% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,034 | $201.9K | 0.10% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 2,033 | $201.8K | 0.01% | +35+1.8% | Added |
| MCF Advisors LLC | 2,011 | $201.6K | 0.02% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 2,024 | $200.9K | 0.01% | +2,024 | New |
| Silver Oak Securities, Inc | 2,017 | $200.2K | 0.04% | +2,017 | New |
| SC&H Financial Advisors, Inc. | 2,015 | $200.1K | 0.07% | −347−14.7% | Reduced |
| Belpointe Asset Management LLC | 2,014 | $200.0K | 0.02% | +180+9.8% | Added |
| TD Waterhouse Canada Inc. | 2,084 | $199.0K | 0.00% | +273+15.1% | Added |
| Credit Agricole S A | 1,939 | $192.5K | 0.01% | +1,939 | New |
| Westpac Banking Corp | 1,889 | $187.5K | 0.01% | +700+58.9% | Added |
| Riverview Trust Co | 1,886 | $187.2K | 0.17% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 1,866 | $185.3K | 0.00% | +145+8.4% | Added |
| Beaird Harris Wealth Management, LLC | 1,835 | $182.2K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 1,809 | $179.6K | 0.00% | +225+14.2% | Added |
| PEAK6 Investments LLC | 1,801 | $178.8K | 0.01% | +1,801 | New |
| Ronald Blue Trust, Inc. | 1,584 | $174.0K | 0.00% | +42+2.7% | Added |
| Caldwell Trust Co | 1,721 | $170.9K | 0.02% | +150+9.5% | Added |
| Parallel Advisors, LLC | 1,679 | $166.7K | 0.01% | −903−35.0% | Reduced |
| Quadrant Capital Group LLC | 1,639 | $162.7K | 0.02% | −823−33.4% | Reduced |
| Delta Asset Management LLC | 1,566 | $155.5K | 0.02% | −14−0.9% | Reduced |
| HM Payson & Co | 1,480 | $146.9K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,455 | $144.5K | 0.04% | +600+70.2% | Added |
| Stephenson National Bank & Trust | 1,406 | $139.6K | 0.08% | +380+37.0% | Added |
| Belmont Capital, LLC | 1,400 | $139.0K | 0.08% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,400 | $139.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,360 | $135.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,356 | $134.6K | 0.02% | −614−31.2% | Reduced |
| GHP Investment Advisors, Inc. | 1,359 | $133.0K | 0.01% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,331 | $132.1K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,325 | $131.5K | 0.07% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,322 | $131.2K | 0.06% | +11+0.8% | Added |
| Cranbrook Wealth Management, LLC | 1,319 | $130.9K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,303 | $129.4K | 0.00% | +107+8.9% | Added |
| Ci Investments Inc. | 1,292 | $128.0K | 0.00% | −275−17.5% | Reduced |
| Clearstead Advisors, LLC | 1,264 | $125.5K | 0.01% | −926−42.3% | Reduced |
| Whittier Trust Co | 1,216 | $120.7K | 0.00% | +16+1.3% | Added |
| Sentry Investment Management LLC | 1,200 | $119.0K | 0.06% | −63−5.0% | Reduced |
| Kelly Financial Services LLC | 1,196 | $118.7K | 0.05% | +1+0.1% | Added |
| Ramirez Asset Management, Inc. | 1,173 | $116.5K | 0.03% | +1,173 | New |
| Penserra Capital Management LLC | 1,155 | $113.0K | 0.00% | −180−13.5% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,082 | $107.4K | 0.09% | +1,082 | New |
| Glassman Wealth Services | 1,047 | $103.9K | 0.02% | +5+0.5% | Added |
| Farther Finance Advisors, LLC | 1,044 | $103.7K | 0.02% | +716+218.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,008 | $100.1K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,000 | $99.3K | 0.01% | −8−0.8% | Reduced |
| Webster Bank, N. A. | 995 | $98.8K | 0.01% | −121−10.8% | Reduced |
| Tortoise Investment Management, LLC | 988 | $98.1K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 970 | $98.0K | 0.00% | −1,183−54.9% | Reduced |
| S.A. Mason LLC | 954 | $94.7K | 0.07% | +10+1.1% | Added |
| Pacific Center for Financial Services | 920 | $91.3K | 0.03% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 914 | $90.8K | 0.06% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 884 | $87.8K | 0.01% | −25−2.8% | Reduced |
| Western Pacific Wealth Management, LP | 875 | $86.9K | 0.07% | +146+20.0% | Added |
| Federated Hermes, Inc. | 866 | $86.0K | 0.00% | −32−3.6% | Reduced |
| Washington Trust Advisors, Inc. | 844 | $83.8K | 0.01% | +75+9.8% | Added |
| American National Bank | 822 | $81.6K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 821 | $81.5K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 744 | $73.9K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 743 | $73.8K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 735 | $73.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 711 | $71.0K | 0.00% | +33+4.9% | Added |
| Cullen/Frost Bankers, Inc. | 702 | $69.7K | 0.00% | +102+17.0% | Added |
| Umb Bank N A | 698 | $69.3K | 0.00% | +61+9.6% | Added |
| Parkside Financial Bank & Trust | 698 | $69.3K | 0.02% | +83+13.5% | Added |
| Global Retirement Partners, LLC | 703 | $68.3K | 0.00% | +60+9.3% | Added |
| Brown Brothers Harriman & Co | 682 | $67.7K | 0.00% | −5−0.7% | Reduced |
| Sound Income Strategies, LLC | 662 | $65.7K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 652 | $64.7K | 0.03% | +5+0.8% | Added |
| Atticus Wealth Management, LLC | 635 | $63.0K | 0.02% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 631 | $62.6K | 0.03% | +631 | New |
| TCTC Holdings, LLC | 604 | $60.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 601 | $59.7K | 0.00% | +12+2.0% | Added |
| Alta Advisers Ltd | 600 | $59.6K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 552 | $54.8K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 548 | $54.4K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 540 | $54.0K | 0.03% | +540 | New |
| Crewe Advisors LLC | 517 | $51.3K | 0.01% | +3+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 508 | $50.4K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 500 | $49.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 497 | $49.3K | 0.01% | +4+0.8% | Added |
| Toth Financial Advisory Corp | 489 | $48.5K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 481 | $48.2K | 0.00% | +36+8.1% | Added |
| Sandy Spring Bank | 469 | $46.6K | 0.00% | −8−1.7% | Reduced |
| Versant Capital Management, Inc | 450 | $44.7K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 433 | $43.0K | 0.00% | −18−4.0% | Reduced |
| Authentikos Wealth Advisory, LLC | 429 | $42.6K | 0.04% | +429 | New |
| Householder Group Estate & Retirement Specialist, LLC | 414 | $41.2K | 0.01% | +414 | New |
| Godsey & Gibb Associates | 400 | $39.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $39.7K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 400 | $39.7K | 0.25% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 388 | $38.5K | 0.00% | −102−20.8% | Reduced |