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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, Q4 2023

Institutional positions in Dte Energy Co as of Dec 31, 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
755
+52 vs. Q3 2023
Shares held
156.8M
+1.23M (+0.8%) vs. Q3 2023
Total value
$17.3B
+$1.84B (+11.9%) vs. Q3 2023
New holders
113
250 more added
Sold out
61
247 more reduced

10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 755 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 heldQ4 2023: $17.3B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Dte Energy Co; share changes are against Q3 2023.

Institutions holding DTE in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC8$00.00%00.0%Unchanged
PrairieView Partners, LLC1$00.00%00.0%Unchanged
Dogwood Wealth Management LLC0$30.00%0New
First Manhattan Co1$1100.00%+1New
WestEnd Advisors, LLC3$3310.00%−2−40.0%Reduced
True Wealth Design, LLC3$3310.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC3$3310.00%+3New
Evermay Wealth Management LLC3$3310.00%+3New
Sofos Investments, Inc.3$3370.00%00.0%Unchanged
Atlas Capital Advisors LLC5$5510.00%−52−91.2%Reduced
Global Financial Private Client, LLC5$5510.00%00.0%Unchanged
Caitlin John, LLC5$5610.00%+5New
Focused Wealth Management, Inc6$7100.00%00.0%Unchanged
Quent Capital, LLC8$8820.00%−36−81.8%Reduced
DiNuzzo Private Wealth, Inc.8$8830.00%+8New
Valued Wealth Advisors LLC9$9030.00%+9New
Cherry Tree Wealth Management, LLC9$9930.00%00.0%Unchanged
Johnson Financial Group, Inc.9$1.00K0.00%+9New
SRS Capital Advisors, Inc.10$1.10K0.00%−49−83.1%Reduced
Arlington Trust Co LLC10$1.10K0.00%+10New
Truvestments Capital LLC11$1.21K0.00%00.0%Unchanged
Abound Wealth Management12$1.32K0.00%−4−25.0%Reduced
JNBA Financial Advisors12$1.32K0.00%00.0%Unchanged
Sachetta, LLC12$1.33K0.00%+12New
Dunhill Financial, LLC12$1.33K0.00%+12New
Park Place Capital Corp13$1.43K0.00%−185−93.4%Reduced
Cornerstone Planning Group LLC14$1.54K0.00%−3−17.6%Reduced
Missouri Trust & Investment Co14$1.54K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC14$1.54K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC14$1.54K0.00%+14New
Carolinas Wealth Consulting LLC14$1.56K0.00%00.0%Unchanged
Financial Management Professionals, Inc.21$2.00K0.00%00.0%Unchanged
Avion Wealth16$2.00K0.00%+6+60.0%Added
Eagle Bay Advisors LLC21$2.31K0.00%−16−43.2%Reduced
JFS Wealth Advisors, LLC21$2.32K0.00%+4+23.5%Added
Lee Financial Co21$2.34K0.00%+21New
Hollencrest Capital Management25$2.76K0.00%00.0%Unchanged
McGlone Suttner Wealth Management, Inc.25$2.76K0.00%+25New
Ruedi Wealth Management, Inc.26$2.87K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC25$3.00K0.00%−4,341−99.4%Reduced
Valley National Advisers Inc35$3.00K0.00%00.0%Unchanged
RFP Financial Group LLC31$3.42K0.00%+31New
Raleigh Capital Management Inc.36$3.97K0.00%+36New
Bell Investment Advisors, Inc37$4.08K0.00%+6+19.4%Added
TFC Financial Management38$4.19K0.00%+30+375.0%Added
Harbor Investment Advisory, LLC39$4.30K0.00%00.0%Unchanged
Raffa Wealth Management, LLC43$4.74K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC45$4.96K0.00%+45New
Albion Financial Group47$5.18K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.47$5.18K0.00%+47New
Institutional & Family Asset Management, LLC49$5.40K0.00%+5+11.4%Added
Investors Research Corp50$5.51K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC55$6.12K0.00%−27−32.9%Reduced
JJJ Advisors Inc.59$6.51K0.00%+59New
GoalVest Advisory LLC60$6.62K0.00%+60New
Frazier Financial Advisors, LLC60$6.62K0.01%+60New
Legend Financial Advisors, Inc.65$7.17K0.01%00.0%Unchanged
Trust Co of Vermont66$7.28K0.00%−300−82.0%Reduced
Ritter Daniher Financial Advisory LLC70$7.69K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc78$8.60K0.00%+4+5.4%Added
West Paces Advisors Inc.80$8.82K0.00%−20−20.0%Reduced
Manchester Capital Management LLC84$9.26K0.00%+35+71.4%Added
Jones Financial Companies LLLP86$9.48K0.00%+31+56.4%Added
Motco95$10.5K0.00%00.0%Unchanged
GW&K Investment Management, LLC100$11.0K0.00%+31+44.9%Added
St Germain D J Co Inc100$11.0K0.00%00.0%Unchanged
Hussman Strategic Advisors, Inc.100$11.0K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc100$11.0K0.00%00.0%Unchanged
Union Savings Bank100$11.0K0.01%00.0%Unchanged
Bogart Wealth, LLC100$11.0K0.00%+100New
CGC Financial Services, LLC101$11.1K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.102$11.2K0.00%−600−85.5%Reduced
Salem Investment Counselors Inc107$11.9K0.00%00.0%Unchanged
Capital Analysts, LLC109$12.0K0.00%00.0%Unchanged
Operose Advisors LLC117$12.9K0.01%00.0%Unchanged
West Oak Capital, LLC115$13.0K0.01%00.0%Unchanged
Strategic Investment Solutions, Inc.120$13.2K0.00%+120New
DT Investment Partners, LLC138$14.4K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC136$15.0K0.00%−52−27.7%Reduced
Farmers & Merchants Investments Inc140$15.4K0.00%00.0%Unchanged
CVA Family Office, LLC140$15.4K0.00%+140New
Rise Advisors, LLC144$15.9K0.01%+1+0.7%Added
ICA Group Wealth Management, LLC150$16.5K0.00%+150New
Covestor Ltd153$17.0K0.01%+4+2.7%Added
Zions Bancorporation, N.A.161$17.8K0.00%+51+46.4%Added
MB, Levis & Associates, LLC164$18.1K0.01%00.0%Unchanged
Anchor Investment Management, LLC169$18.6K0.00%00.0%Unchanged
Smithfield Trust Co175$19.0K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec175$19.3K0.00%00.0%Unchanged
Fortitude Family Office, LLC178$19.6K0.01%+178New
Centerpoint Advisors, LLC180$20.0K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC182$20.3K0.01%+3+1.7%Added
PSI Advisors, LLC187$20.6K0.01%00.0%Unchanged
Highlander Capital Management, LLC200$22.1K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC200$22.1K0.00%00.0%Unchanged
Beacon Capital Management, LLC231$22.9K0.01%00.0%Unchanged
Colonial Trust Advisors208$22.9K0.00%+1+0.5%Added
Resurgent Financial Advisors LLC208$22.9K0.01%+208New
Global Wealth Management Investment Advisory, Inc.212$23.4K0.01%00.0%Unchanged
Salomon & Ludwin, LLC237$23.5K0.00%00.0%Unchanged