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, 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Dte Energy Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 214 | $23.6K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 217 | $24.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 221 | $24.0K | 0.00% | −2−0.9% | Reduced |
| Creative Financial Designs Inc | 223 | $24.6K | 0.00% | +25+12.6% | Added |
| First Financial Corp | 235 | $25.9K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 238 | $26.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 250 | $27.8K | 0.00% | +250 | New |
| City State Bank | 250 | $28.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 260 | $28.7K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 274 | $30.2K | 0.03% | +274 | New |
| MV Capital Management, Inc. | 280 | $30.9K | 0.00% | +143+104.4% | Added |
| Deseret Mutual Benefit Administrators | 283 | $31.2K | 0.02% | −73−20.5% | Reduced |
| Old Second National Bank of Aurora | 300 | $33.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 315 | $34.7K | 0.02% | +70+28.6% | Added |
| Arrow Financial Corp | 320 | $35.3K | 0.00% | +35+12.3% | Added |
| Carmichael Hill & Associates, Inc. | 337 | $37.2K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 344 | $37.9K | 0.08% | +344 | New |
| Horizon Bancorp Inc | 347 | $38.0K | 0.02% | −193−35.7% | Reduced |
| First Horizon Advisors, Inc. | 346 | $38.2K | 0.00% | −8−2.3% | Reduced |
| WFA Asset Management Corp | 349 | $38.5K | 0.02% | +3+0.9% | Added |
| Centennial Bank | 350 | $38.6K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 363 | $40.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 383 | $40.1K | 0.00% | −2−0.5% | Reduced |
| Compagnie Lombard Odier SCmA | 370 | $40.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 388 | $42.7K | 0.00% | +21+5.7% | Added |
| Tortoise Investment Management, LLC | 393 | $43.3K | 0.01% | −595−60.2% | Reduced |
| Godsey & Gibb Associates | 400 | $44.1K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $44.1K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 400 | $44.1K | 0.25% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 418 | $46.0K | 0.02% | +4+1.0% | Added |
| Versant Capital Management, Inc | 445 | $49.1K | 0.01% | −5−1.1% | Reduced |
| Loomis Sayles & Co L P | 452 | $50.0K | 0.00% | −259−36.4% | Reduced |
| Abich Financial Wealth Management LLC | 455 | $50.2K | 0.05% | +455 | New |
| Sandy Spring Bank | 469 | $51.7K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 479 | $52.8K | 0.02% | +479 | New |
| Toth Financial Advisory Corp | 489 | $53.9K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 492 | $54.2K | 0.00% | +492 | New |
| Parkside Financial Bank & Trust | 499 | $55.0K | 0.01% | −199−28.5% | Reduced |
| Logan Capital Management Inc | 500 | $55.1K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 502 | $55.3K | 0.01% | +5+1.0% | Added |
| Brown, Lisle/Cummings, Inc. | 508 | $56.0K | 0.02% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 510 | $56.3K | 0.00% | +510 | New |
| Duncker Streett & Co Inc | 543 | $59.9K | 0.01% | −200−26.9% | Reduced |
| Ancora Advisors, LLC | 548 | $60.4K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 552 | $60.9K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 574 | $63.3K | 0.03% | +574 | New |
| Alta Advisers Ltd | 600 | $66.2K | 0.04% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 604 | $66.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 608 | $67.0K | 0.00% | +7+1.2% | Added |
| Brown Brothers Harriman & Co | 632 | $69.7K | 0.00% | −50−7.3% | Reduced |
| Atticus Wealth Management, LLC | 635 | $70.0K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 662 | $73.0K | 0.03% | +10+1.5% | Added |
| Sound Income Strategies, LLC | 676 | $74.5K | 0.01% | +14+2.1% | Added |
| TD Private Client Wealth LLC | 685 | $75.5K | 0.00% | +252+58.2% | Added |
| Umb Bank N A | 698 | $77.0K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 721 | $79.6K | 0.01% | +721 | New |
| Global Retirement Partners, LLC | 751 | $80.8K | 0.00% | +48+6.8% | Added |
| Essex Investment Management Co LLC | 735 | $81.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 773 | $85.2K | 0.02% | +651+533.6% | Added |
| Concord Wealth Partners | 821 | $90.5K | 0.02% | 00.0% | Unchanged |
| American National Bank | 822 | $90.6K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 851 | $93.8K | 0.02% | +851 | New |
| Washington Trust Advisors, Inc. | 851 | $93.9K | 0.01% | +7+0.8% | Added |
| Oakworth Capital, Inc. | 884 | $97.5K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 914 | $100.8K | 0.06% | 00.0% | Unchanged |
| Glassman Wealth Services | 918 | $101.2K | 0.01% | −129−12.3% | Reduced |
| Pacific Center for Financial Services | 920 | $101.4K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 956 | $104.0K | 0.00% | −199−17.2% | Reduced |
| Western Pacific Wealth Management, LP | 957 | $105.5K | 0.08% | +82+9.4% | Added |
| Private Trust Co NA | 957 | $105.5K | 0.01% | +213+28.6% | Added |
| S.A. Mason LLC | 959 | $105.7K | 0.07% | +5+0.5% | Added |
| Lindbrook Capital, LLC | 968 | $106.7K | 0.01% | +580+149.5% | Added |
| Adirondack Trust Co | 1,010 | $109.4K | 0.05% | −315−23.8% | Reduced |
| Webster Bank, N. A. | 995 | $109.7K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,000 | $110.3K | 0.04% | −455−31.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,009 | $111.2K | 0.02% | +1+0.1% | Added |
| Wetzel Investment Advisors, Inc. | 1,044 | $115.0K | 0.07% | +1,044 | New |
| Steward Partners Investment Advisory, LLC | 1,078 | $118.9K | 0.00% | −225−17.3% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,082 | $119.3K | 0.09% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,084 | $120.0K | 0.05% | −116−9.7% | Reduced |
| Federated Hermes, Inc. | 1,100 | $121.3K | 0.00% | +234+27.0% | Added |
| Burkett Financial Services, LLC | 1,104 | $121.8K | 0.07% | +1,104 | New |
| NBC Securities, Inc. | 1,145 | $126.0K | 0.01% | −23,855−95.4% | Reduced |
| Ramirez Asset Management, Inc. | 1,173 | $129.3K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,196 | $131.9K | 0.05% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,206 | $133.0K | 0.03% | −125−9.4% | Reduced |
| Cranbrook Wealth Management, LLC | 1,319 | $145.4K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,322 | $145.7K | 0.06% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,359 | $149.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,360 | $149.9K | 0.01% | +316+30.3% | Added |
| Cambridge Trust Co | 1,360 | $150.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,374 | $151.5K | 0.01% | +110+8.7% | Added |
| Rothschild Investment LLC | 1,395 | $153.8K | 0.01% | +1,395 | New |
| Simplex Trading, LLC | 1,429 | $157.0K | 0.00% | −13,813−90.6% | Reduced |
| Stephenson National Bank & Trust | 1,439 | $158.7K | 0.08% | +33+2.3% | Added |
| HM Payson & Co | 1,480 | $163.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,558 | $171.8K | 0.02% | −163−9.5% | Reduced |
| Delta Asset Management LLC | 1,561 | $172.1K | 0.02% | −5−0.3% | Reduced |
| Ci Investments Inc. | 1,568 | $173.0K | 0.00% | +276+21.4% | Added |
| Citadel Advisors LLC | 1,574 | $173.5K | 0.00% | −74,878−97.9% | Reduced |