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 |
|---|---|---|---|---|---|
| Richardson Financial Services Inc. | 1,615 | $178.1K | 0.16% | +1,615 | New |
| Alaska Permanent Fund Corp | 1,624 | $179.1K | 0.00% | −242−13.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,872 | $185.0K | 0.00% | +288+18.2% | Added |
| Parallel Advisors, LLC | 1,687 | $186.0K | 0.01% | +8+0.5% | Added |
| Pointe Capital Management LLC | 1,829 | $201.7K | 0.14% | +1,829 | New |
| Fermata Advisors, LLC | 1,831 | $201.9K | 0.05% | +1,831 | New |
| Bessemer Group Inc | 1,838 | $202.0K | 0.00% | +868+89.5% | Added |
| Beaird Harris Wealth Management, LLC | 1,839 | $202.8K | 0.02% | +4+0.2% | Added |
| Pearl River Capital, LLC | 1,843 | $203.2K | 0.03% | +1,843 | New |
| Charter Trust Co | 1,849 | $203.9K | 0.02% | +1,849 | New |
| Quadrant Capital Group LLC | 1,866 | $205.7K | 0.02% | +227+13.8% | Added |
| Brinker Capital Investments, LLC | 1,925 | $214.7K | 0.00% | −2,764−58.9% | Reduced |
| Orion Portfolio Solutions, LLC | 1,925 | $214.7K | 0.00% | −2,764−58.9% | Reduced |
| Hartline Investment Corp | 1,948 | $214.8K | 0.03% | +1,948 | New |
| Quantum Financial Advisors, LLC | 1,963 | $216.4K | 0.05% | +1,963 | New |
| Dynamic Advisor Solutions LLC | 1,982 | $219.3K | 0.01% | +1,982 | New |
| Boston Private Wealth LLC | 1,992 | $219.6K | 0.01% | +1,992 | New |
| XML Financial, LLC | 2,000 | $220.5K | 0.02% | +2,000 | New |
| Personal Cfo Solutions, LLC | 2,000 | $220.6K | 0.04% | +2,000 | New |
| Moors & Cabot, Inc. | 2,001 | $220.6K | 0.01% | −1,538−43.5% | Reduced |
| HRT Financial LP | 2,010 | $221.0K | 0.00% | −60,859−96.8% | Reduced |
| Stratos Wealth Partners, LTD. | 2,014 | $222.2K | 0.00% | +2,014 | New |
| SC&H Financial Advisors, Inc. | 2,015 | $222.2K | 0.06% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 2,017 | $222.4K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,022 | $223.0K | 0.00% | +2,022 | New |
| Beacon Bridge Wealth Partners, LLC | 2,023 | $223.1K | 0.11% | −221−9.8% | Reduced |
| WSFS Capital Management, LLC | 2,024 | $223.2K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,025 | $223.3K | 0.14% | +2,025 | New |
| MCF Advisors LLC | 2,011 | $223.8K | 0.02% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 2,030 | $223.8K | 0.04% | +2,030 | New |
| Gateway Investment Advisers LLC | 2,039 | $224.8K | 0.00% | −3,756−64.8% | Reduced |
| PFG Investments, LLC | 2,040 | $224.9K | 0.04% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 2,052 | $226.3K | 0.01% | +2,052 | New |
| Morningstar Investment Management LLC | 2,055 | $227.0K | 0.03% | +2,055 | New |
| HBK Sorce Advisory LLC | 2,059 | $227.0K | 0.01% | +2,059 | New |
| Aspen Investment Management Inc | 2,088 | $230.0K | 0.13% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,089 | $230.3K | 0.01% | +2,089 | New |
| Gradient Investments LLC | 2,090 | $230.4K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,095 | $231.0K | 0.05% | +1,959+1,440.4% | Added |
| AIFG Consultants Ltd. | 2,100 | $231.5K | 0.18% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 2,112 | $232.9K | 0.00% | +712+50.9% | Added |
| Cigna Investments Inc | 2,110 | $233.0K | 0.05% | −86−3.9% | Reduced |
| Assetmark, Inc | 2,118 | $233.5K | 0.00% | +309+17.1% | Added |
| NTV Asset Management LLC | 2,120 | $233.8K | 0.04% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 2,131 | $235.0K | 0.19% | +21+1.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,135 | $235.0K | 0.03% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 2,133 | $235.2K | 0.04% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,133 | $235.2K | 0.02% | −23−1.1% | Reduced |
| Hancock Whitney Corp | 2,150 | $237.1K | 0.01% | +30+1.4% | Added |
| Vantage Consulting Group Inc | 2,156 | $237.7K | 0.16% | −247−10.3% | Reduced |
| Siemens Fonds Invest GmbH | 2,156 | $237.7K | 0.02% | +2,156 | New |
| GAMMA Investing LLC | 2,288 | $241.2K | 0.07% | +2,288 | New |
| TD Waterhouse Canada Inc. | 2,189 | $242.0K | 0.00% | +105+5.0% | Added |
| SkyOak Wealth, LLC | 2,202 | $242.8K | 0.06% | −183−7.7% | Reduced |
| Hyman Charles D | 2,200 | $243.0K | 0.01% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 2,210 | $243.7K | 0.15% | +2,210 | New |
| Signal Advisors Wealth, LLC | 2,190 | $243.7K | 0.08% | +2,190 | New |
| CPR Investments Inc. | 2,221 | $244.9K | 0.24% | −96−4.1% | Reduced |
| Principal Street Partners, LLC | 2,228 | $245.7K | 0.06% | +75+3.5% | Added |
| Symmetry Partners, LLC | 2,254 | $249.0K | 0.01% | 00.0% | Unchanged |
| Vima LLC | 2,282 | $251.6K | 0.58% | +2,282 | New |
| Arbor Trust Wealth Advisors, LLC | 2,278 | $253.5K | 0.15% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 2,301 | $253.7K | 0.08% | +100+4.5% | Added |
| TCI Wealth Advisors, Inc. | 2,311 | $254.8K | 0.03% | −43−1.8% | Reduced |
| Ontario Teachers Pension Plan Board | 2,319 | $255.7K | 0.00% | +2,319 | New |
| Paragon Private Wealth Management, LLC | 2,320 | $255.8K | 0.18% | −139−5.7% | Reduced |
| CAPROCK Group, Inc. | 2,298 | $255.8K | 0.02% | +2,298 | New |
| Nemes Rush Group LLC | 2,331 | $257.0K | 0.04% | +975+71.9% | Added |
| FDx Advisors, Inc. | 2,339 | $258.0K | 0.02% | +2,339 | New |
| V-Square Quantitative Management LLC | 2,358 | $260.0K | 0.06% | 00.0% | Unchanged |
| Corton Capital Inc. | 2,374 | $261.8K | 0.08% | +2,374 | New |
| Aptus Capital Advisors, LLC | 2,419 | $266.7K | 0.01% | +2,419 | New |
| Merit Financial Group, LLC | 2,432 | $268.2K | 0.01% | +399+19.6% | Added |
| Affinity Wealth Management LLC | 2,459 | $271.1K | 0.06% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,477 | $273.1K | 0.01% | +2,477 | New |
| WealthBridge Capital Management, LLC | 2,505 | $276.2K | 0.10% | +2+0.1% | Added |
| Belpointe Asset Management LLC | 2,513 | $277.2K | 0.02% | +499+24.8% | Added |
| Client 1st Advisory Group, LLC | 2,539 | $279.9K | 0.14% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,542 | $280.3K | 0.01% | +5+0.2% | Added |
| Harbour Investments, Inc. | 2,558 | $282.0K | 0.01% | +92+3.7% | Added |
| Davenport & Co LLC | 2,565 | $282.8K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 2,566 | $282.9K | 0.00% | −17,623−87.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,604 | $287.1K | 0.03% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,614 | $288.3K | 0.02% | +2,614 | New |
| MeadowBrook Investment Advisors LLC | 2,616 | $288.4K | 0.28% | +2,616 | New |
| Romano Brothers and Company | 2,640 | $291.1K | 0.04% | +2,640 | New |
| HB Wealth Management, LLC | 2,654 | $292.6K | 0.00% | +2,654 | New |
| NBT Bank N A | 2,684 | $295.9K | 0.02% | −645−19.4% | Reduced |
| Brookstone Capital Management | 2,728 | $300.7K | 0.01% | +4+0.1% | Added |
| Lincoln National Corp | 2,744 | $302.6K | 0.01% | +17+0.6% | Added |
| Winthrop Capital Management, LLC | 2,753 | $303.6K | 0.10% | +2,753 | New |
| Wintrust Investments LLC | 2,757 | $304.0K | 0.03% | +9+0.3% | Added |
| Retirement Income Solutions, Inc | 2,763 | $304.7K | 0.08% | +46+1.7% | Added |
| Kaydan Wealth Management, Inc. | 2,797 | $308.4K | 0.13% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 2,817 | $310.6K | 0.17% | +428+17.9% | Added |
| Pier 88 Investment Partners LLC | 2,894 | $319.1K | 0.08% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 2,899 | $319.7K | 0.03% | +563+24.1% | Added |
| Eqis Capital Management, Inc. | 2,908 | $320.6K | 0.03% | −285−8.9% | Reduced |
| Signaturefd, LLC | 2,924 | $322.4K | 0.01% | +403+16.0% | Added |
| NEOS Investment Management LLC | 2,932 | $323.3K | 0.03% | +2,932 | New |