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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 2,965 | $326.9K | 0.00% | +489+19.7% | Added |
| Van Eck Associates Corp | 2,987 | $329.0K | 0.00% | −1,147−27.7% | Reduced |
| Balanced Wealth Group LLC | 2,987 | $329.3K | 0.17% | +2,987 | New |
| Palisade Asset Management, LLC | 3,000 | $330.8K | 0.04% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,003 | $331.1K | 0.00% | +157+5.5% | Added |
| Inscription Capital, LLC | 3,010 | $331.9K | 0.09% | +10+0.3% | Added |
| Balentine LLC | 3,035 | $334.6K | 0.01% | −456−13.1% | Reduced |
| Stonebrook Private Inc. | 3,038 | $335.0K | 0.11% | +3,038 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 3,082 | $339.8K | 0.16% | 00.0% | Unchanged |
| Syon Capital LLC | 3,087 | $340.4K | 0.03% | +3,087 | New |
| Fortis Group Advisors, LLC | 3,119 | $341.6K | 0.08% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 3,125 | $344.5K | 0.07% | +20+0.6% | Added |
| Brown Wealth Management, LLC | 3,129 | $345.0K | 0.15% | 00.0% | Unchanged |
| Regions Financial Corp | 3,144 | $346.7K | 0.00% | −128−3.9% | Reduced |
| Aviva PLC | 3,156 | $348.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,184 | $351.1K | 0.01% | −8−0.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 3,224 | $355.5K | 0.29% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,312 | $365.2K | 0.01% | +46+1.4% | Added |
| Qube Research & Technologies Ltd | 3,328 | $366.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 3,345 | $368.8K | 0.01% | +2,129+175.1% | Added |
| Richard W. Paul & Associates, LLC | 3,401 | $375.0K | 0.16% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,455 | $380.9K | 0.00% | +3,455 | New |
| My Legacy Advisors, LLC | 3,540 | $382.4K | 0.14% | +510+16.8% | Added |
| Wellington Shields & Co., LLC | 3,500 | $385.9K | 0.14% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,519 | $388.0K | 0.01% | −2,484−41.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,541 | $390.0K | 0.02% | −325−8.4% | Reduced |
| Prudential PLC | 3,559 | $392.4K | 0.00% | −12−0.3% | Reduced |
| Northern Financial Advisors Inc | 3,560 | $392.5K | 0.33% | −2,971−45.5% | Reduced |
| Equitable Holdings, Inc. | 3,572 | $393.9K | 0.00% | +541+17.8% | Added |
| MAI Capital Management | 3,577 | $394.4K | 0.01% | −449−11.2% | Reduced |
| Intrua Financial, LLC | 3,587 | $395.5K | 0.06% | +111+3.2% | Added |
| Redwood Wealth Management Group, LLC | 3,597 | $396.6K | 0.44% | −140−3.7% | Reduced |
| Connectus Wealth, LLC | 3,596 | $396.7K | 0.01% | +2+0.1% | Added |
| Two Sigma Securities, LLC | 3,601 | $397.0K | 0.02% | +3,601 | New |
| Dynamic Technology Lab Private Ltd | 3,616 | $399.0K | 0.04% | +3,616 | New |
| GEM Asset Management, LLC | 3,625 | $399.7K | 0.28% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 3,665 | $404.1K | 0.00% | −182−4.7% | Reduced |
| SJS Investment Consulting Inc. | 3,665 | $404.1K | 0.09% | −3−0.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,676 | $405.3K | 0.01% | +3,676 | New |
| Resources Investment Advisors, LLC. | 3,697 | $407.6K | 0.01% | +3,697 | New |
| NewEdge Wealth, LLC | 3,730 | $411.3K | 0.01% | −3−0.1% | Reduced |
| Telemus Capital, LLC | 3,739 | $412.3K | 0.03% | +30+0.8% | Added |
| Horizon Investments, LLC | 3,780 | $416.8K | 0.01% | +897+31.1% | Added |
| Arbor Wealth Advisors LLC | 3,808 | $419.9K | 0.43% | +3,808 | New |
| McKinley Carter Wealth Services, Inc. | 3,827 | $422.0K | 0.03% | −486−11.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 3,829 | $422.2K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,862 | $425.8K | 0.04% | +308+8.7% | Added |
| Central Trust Co | 3,900 | $430.0K | 0.01% | −5−0.1% | Reduced |
| Advisors Asset Management, Inc. | 3,952 | $435.7K | 0.01% | −901−18.6% | Reduced |
| Calamos Wealth Management LLC | 3,972 | $438.0K | 0.03% | −103−2.5% | Reduced |
| Harbor Capital Advisors, Inc. | 3,977 | $438.5K | 0.09% | +12+0.3% | Added |
| Ostrum Asset Management | 3,980 | $438.8K | 0.04% | +2,980+298.0% | Added |
| Massmutual Trust Co FSB | 3,987 | $439.6K | 0.01% | −307−7.1% | Reduced |
| Capital Asset Advisory Services LLC | 3,990 | $439.9K | 0.03% | +623+18.5% | Added |
| Stephens Consulting, LLC | 3,997 | $440.7K | 0.15% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,019 | $443.2K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,031 | $444.5K | 0.11% | −1,514−27.3% | Reduced |
| NorthRock Partners, LLC | 4,039 | $448.2K | 0.02% | +4,039 | New |
| Alberta Investment Management Corp | 4,100 | $452.1K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 4,148 | $457.4K | 0.00% | +4,148 | New |
| Confluence Wealth Services, Inc. | 4,153 | $457.9K | 0.05% | −100−2.4% | Reduced |
| MGB Wealth Management, LLC | 4,154 | $458.0K | 0.23% | +4,154 | New |
| Stephens Inc | 4,181 | $461.0K | 0.01% | +537+14.7% | Added |
| Raymond James Trust N.A. | 4,204 | $463.5K | 0.01% | +132+3.2% | Added |
| Chicago Capital, LLC | 4,218 | $465.1K | 0.02% | 00.0% | Unchanged |
| Montecito Bank & Trust | 4,241 | $467.6K | 0.10% | −114−2.6% | Reduced |
| Walleye Trading LLC | 4,304 | $474.6K | 0.01% | −2,341−35.2% | Reduced |
| Gladstone Institutional Advisory LLC | 4,305 | $474.6K | 0.03% | +262+6.5% | Added |
| Integrated Wealth Concepts LLC | 4,320 | $476.3K | 0.01% | +676+18.6% | Added |
| Coldstream Capital Management Inc | 4,323 | $476.6K | 0.01% | −293−6.3% | Reduced |
| Sawtooth Solutions, LLC | 4,336 | $478.0K | 0.01% | +20.0% | Added |
| Bleakley Financial Group, LLC | 4,336 | $478.0K | 0.02% | +20.0% | Added |
| Tectonic Advisors LLC | 4,360 | $480.7K | 0.04% | +184+4.4% | Added |
| Toroso Investments, LLC | 4,402 | $485.4K | 0.01% | +253+6.1% | Added |
| Hummer Financial Advisory Services Inc | 4,413 | $491.1K | 0.45% | −400−8.3% | Reduced |
| Avantax Advisory Services, Inc. | 4,510 | $497.3K | 0.00% | −974−17.8% | Reduced |
| Degroof Petercam Asset Management | 4,578 | $504.8K | 0.01% | +4,578 | New |
| Tokio Marine Asset Management Co Ltd | 4,608 | $508.1K | 0.03% | +56+1.2% | Added |
| Glenview Trust Co | 4,611 | $508.4K | 0.01% | −451−8.9% | Reduced |
| Axq Capital, LP | 4,700 | $518.2K | 0.14% | +4,700 | New |
| Advance Capital Management, Inc. | 4,715 | $519.9K | 0.04% | +6+0.1% | Added |
| Wetherby Asset Management Inc | 4,750 | $523.7K | 0.03% | +1,343+39.4% | Added |
| Lido Advisors, LLC | 4,786 | $532.6K | 0.01% | +372+8.4% | Added |
| Investment Management Corp of Ontario | 4,842 | $533.9K | 0.01% | +4,842 | New |
| Center for Financial Planning, Inc. | 4,867 | $536.6K | 0.10% | −52−1.1% | Reduced |
| D.A. Davidson & Co. | 4,944 | $545.2K | 0.01% | −10−0.2% | Reduced |
| Venturi Wealth Management, LLC | 4,978 | $548.9K | 0.04% | −406−7.5% | Reduced |
| FJ Investments, LLC | 5,006 | $552.0K | 0.03% | +5,006 | New |
| Keybank National Association | 5,007 | $552.1K | 0.00% | +2,487+98.7% | Added |
| Copperwynd Financial, LLC | 5,009 | $552.3K | 0.22% | +312+6.6% | Added |
| Savant Capital, LLC | 5,016 | $553.0K | 0.01% | +88+1.8% | Added |
| Aquatic Capital Management LLC | 5,100 | $562.0K | 0.01% | −48,600−90.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,162 | $569.2K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,168 | $571.0K | 0.02% | +3,118+152.1% | Added |
| Proequities, Inc. | 5,199 | $578.5K | 0.04% | +4,718+980.9% | Added |
| GTS Securities LLC | 5,248 | $578.6K | 0.01% | +1,226+30.5% | Added |
| Legacy Private Trust Co. | 5,288 | $583.1K | 0.05% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 5,311 | $585.6K | 0.35% | −47−0.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,317 | $586.3K | 0.07% | +3,275+160.4% | Added |
| Clarkston Capital Partners, LLC | 5,356 | $590.6K | 0.01% | 00.0% | Unchanged |