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 |
|---|---|---|---|---|---|
| Capital Asset Advisory Services LLC | 3,990 | $439.9K | 0.03% | +623+18.5% | Added |
| Massmutual Trust Co FSB | 3,987 | $439.6K | 0.01% | −307−7.1% | Reduced |
| Ostrum Asset Management | 3,980 | $438.8K | 0.04% | +2,980+298.0% | Added |
| Harbor Capital Advisors, Inc. | 3,977 | $438.5K | 0.09% | +12+0.3% | Added |
| Calamos Wealth Management LLC | 3,972 | $438.0K | 0.03% | −103−2.5% | Reduced |
| Advisors Asset Management, Inc. | 3,952 | $435.7K | 0.01% | −901−18.6% | Reduced |
| Central Trust Co | 3,900 | $430.0K | 0.01% | −5−0.1% | Reduced |
| Jacobi Capital Management LLC | 3,862 | $425.8K | 0.04% | +308+8.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 3,829 | $422.2K | 0.01% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,827 | $422.0K | 0.03% | −486−11.3% | Reduced |
| Arbor Wealth Advisors LLC | 3,808 | $419.9K | 0.43% | +3,808 | New |
| Horizon Investments, LLC | 3,780 | $416.8K | 0.01% | +897+31.1% | Added |
| Telemus Capital, LLC | 3,739 | $412.3K | 0.03% | +30+0.8% | Added |
| NewEdge Wealth, LLC | 3,730 | $411.3K | 0.01% | −3−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 3,697 | $407.6K | 0.01% | +3,697 | New |
| Mesirow Financial Investment Management, Inc. | 3,676 | $405.3K | 0.01% | +3,676 | New |
| SJS Investment Consulting Inc. | 3,665 | $404.1K | 0.09% | −3−0.1% | Reduced |
| Tiaa Trust, National Association | 3,665 | $404.1K | 0.00% | −182−4.7% | Reduced |
| GEM Asset Management, LLC | 3,625 | $399.7K | 0.28% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,616 | $399.0K | 0.04% | +3,616 | New |
| Two Sigma Securities, LLC | 3,601 | $397.0K | 0.02% | +3,601 | New |
| Connectus Wealth, LLC | 3,596 | $396.7K | 0.01% | +2+0.1% | Added |
| Redwood Wealth Management Group, LLC | 3,597 | $396.6K | 0.44% | −140−3.7% | Reduced |
| Intrua Financial, LLC | 3,587 | $395.5K | 0.06% | +111+3.2% | Added |
| MAI Capital Management | 3,577 | $394.4K | 0.01% | −449−11.2% | Reduced |
| Equitable Holdings, Inc. | 3,572 | $393.9K | 0.00% | +541+17.8% | Added |
| Northern Financial Advisors Inc | 3,560 | $392.5K | 0.33% | −2,971−45.5% | Reduced |
| Prudential PLC | 3,559 | $392.4K | 0.00% | −12−0.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,541 | $390.0K | 0.02% | −325−8.4% | Reduced |
| Ieq Capital, LLC | 3,519 | $388.0K | 0.01% | −2,484−41.4% | Reduced |
| Wellington Shields & Co., LLC | 3,500 | $385.9K | 0.14% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 3,540 | $382.4K | 0.14% | +510+16.8% | Added |
| EP Wealth Advisors, LLC | 3,455 | $380.9K | 0.00% | +3,455 | New |
| Richard W. Paul & Associates, LLC | 3,401 | $375.0K | 0.16% | 00.0% | Unchanged |
| Whittier Trust Co | 3,345 | $368.8K | 0.01% | +2,129+175.1% | Added |
| Qube Research & Technologies Ltd | 3,328 | $366.9K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,312 | $365.2K | 0.01% | +46+1.4% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,224 | $355.5K | 0.29% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,184 | $351.1K | 0.01% | −8−0.3% | Reduced |
| Aviva PLC | 3,156 | $348.0K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 3,144 | $346.7K | 0.00% | −128−3.9% | Reduced |
| Brown Wealth Management, LLC | 3,129 | $345.0K | 0.15% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 3,125 | $344.5K | 0.07% | +20+0.6% | Added |
| Fortis Group Advisors, LLC | 3,119 | $341.6K | 0.08% | 00.0% | Unchanged |
| Syon Capital LLC | 3,087 | $340.4K | 0.03% | +3,087 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 3,082 | $339.8K | 0.16% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 3,038 | $335.0K | 0.11% | +3,038 | New |
| Balentine LLC | 3,035 | $334.6K | 0.01% | −456−13.1% | Reduced |
| Inscription Capital, LLC | 3,010 | $331.9K | 0.09% | +10+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,003 | $331.1K | 0.00% | +157+5.5% | Added |
| Palisade Asset Management, LLC | 3,000 | $330.8K | 0.04% | 00.0% | Unchanged |
| Balanced Wealth Group LLC | 2,987 | $329.3K | 0.17% | +2,987 | New |
| Van Eck Associates Corp | 2,987 | $329.0K | 0.00% | −1,147−27.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,965 | $326.9K | 0.00% | +489+19.7% | Added |
| NEOS Investment Management LLC | 2,932 | $323.3K | 0.03% | +2,932 | New |
| Signaturefd, LLC | 2,924 | $322.4K | 0.01% | +403+16.0% | Added |
| Eqis Capital Management, Inc. | 2,908 | $320.6K | 0.03% | −285−8.9% | Reduced |
| Rehmann Capital Advisory Group | 2,899 | $319.7K | 0.03% | +563+24.1% | Added |
| Pier 88 Investment Partners LLC | 2,894 | $319.1K | 0.08% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 2,817 | $310.6K | 0.17% | +428+17.9% | Added |
| Kaydan Wealth Management, Inc. | 2,797 | $308.4K | 0.13% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 2,763 | $304.7K | 0.08% | +46+1.7% | Added |
| Wintrust Investments LLC | 2,757 | $304.0K | 0.03% | +9+0.3% | Added |
| Winthrop Capital Management, LLC | 2,753 | $303.6K | 0.10% | +2,753 | New |
| Lincoln National Corp | 2,744 | $302.6K | 0.01% | +17+0.6% | Added |
| Brookstone Capital Management | 2,728 | $300.7K | 0.01% | +4+0.1% | Added |
| NBT Bank N A | 2,684 | $295.9K | 0.02% | −645−19.4% | Reduced |
| HB Wealth Management, LLC | 2,654 | $292.6K | 0.00% | +2,654 | New |
| Romano Brothers and Company | 2,640 | $291.1K | 0.04% | +2,640 | New |
| MeadowBrook Investment Advisors LLC | 2,616 | $288.4K | 0.28% | +2,616 | New |
| Csenge Advisory Group | 2,614 | $288.3K | 0.02% | +2,614 | New |
| Sheaff Brock Investment Advisors, LLC | 2,604 | $287.1K | 0.03% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 2,566 | $282.9K | 0.00% | −17,623−87.3% | Reduced |
| Davenport & Co LLC | 2,565 | $282.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,558 | $282.0K | 0.01% | +92+3.7% | Added |
| Advisory Alpha, LLC | 2,542 | $280.3K | 0.01% | +5+0.2% | Added |
| Client 1st Advisory Group, LLC | 2,539 | $279.9K | 0.14% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,513 | $277.2K | 0.02% | +499+24.8% | Added |
| WealthBridge Capital Management, LLC | 2,505 | $276.2K | 0.10% | +2+0.1% | Added |
| Apollon Wealth Management, LLC | 2,477 | $273.1K | 0.01% | +2,477 | New |
| Affinity Wealth Management LLC | 2,459 | $271.1K | 0.06% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 2,432 | $268.2K | 0.01% | +399+19.6% | Added |
| Aptus Capital Advisors, LLC | 2,419 | $266.7K | 0.01% | +2,419 | New |
| Corton Capital Inc. | 2,374 | $261.8K | 0.08% | +2,374 | New |
| V-Square Quantitative Management LLC | 2,358 | $260.0K | 0.06% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,339 | $258.0K | 0.02% | +2,339 | New |
| Nemes Rush Group LLC | 2,331 | $257.0K | 0.04% | +975+71.9% | Added |
| CAPROCK Group, Inc. | 2,298 | $255.8K | 0.02% | +2,298 | New |
| Paragon Private Wealth Management, LLC | 2,320 | $255.8K | 0.18% | −139−5.7% | Reduced |
| Ontario Teachers Pension Plan Board | 2,319 | $255.7K | 0.00% | +2,319 | New |
| TCI Wealth Advisors, Inc. | 2,311 | $254.8K | 0.03% | −43−1.8% | Reduced |
| PBMares Wealth Management LLC | 2,301 | $253.7K | 0.08% | +100+4.5% | Added |
| Arbor Trust Wealth Advisors, LLC | 2,278 | $253.5K | 0.15% | 00.0% | Unchanged |
| Vima LLC | 2,282 | $251.6K | 0.58% | +2,282 | New |
| Symmetry Partners, LLC | 2,254 | $249.0K | 0.01% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,228 | $245.7K | 0.06% | +75+3.5% | Added |
| CPR Investments Inc. | 2,221 | $244.9K | 0.24% | −96−4.1% | Reduced |
| Signal Advisors Wealth, LLC | 2,190 | $243.7K | 0.08% | +2,190 | New |
| KC Investment Advisors, LLC | 2,210 | $243.7K | 0.15% | +2,210 | New |
| Hyman Charles D | 2,200 | $243.0K | 0.01% | 00.0% | Unchanged |