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 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 2,202 | $242.8K | 0.06% | −183−7.7% | Reduced |
| TD Waterhouse Canada Inc. | 2,189 | $242.0K | 0.00% | +105+5.0% | Added |
| GAMMA Investing LLC | 2,288 | $241.2K | 0.07% | +2,288 | New |
| 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 |
| Hancock Whitney Corp | 2,150 | $237.1K | 0.01% | +30+1.4% | Added |
| Regal Investment Advisors LLC | 2,133 | $235.2K | 0.02% | −23−1.1% | Reduced |
| Summit Financial Strategies, Inc. | 2,133 | $235.2K | 0.04% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,135 | $235.0K | 0.03% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 2,131 | $235.0K | 0.19% | +21+1.0% | Added |
| NTV Asset Management LLC | 2,120 | $233.8K | 0.04% | 00.0% | Unchanged |
| Assetmark, Inc | 2,118 | $233.5K | 0.00% | +309+17.1% | Added |
| Cigna Investments Inc | 2,110 | $233.0K | 0.05% | −86−3.9% | Reduced |
| UniSuper Management Pty Ltd | 2,112 | $232.9K | 0.00% | +712+50.9% | Added |
| AIFG Consultants Ltd. | 2,100 | $231.5K | 0.18% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,095 | $231.0K | 0.05% | +1,959+1,440.4% | Added |
| Gradient Investments LLC | 2,090 | $230.4K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,089 | $230.3K | 0.01% | +2,089 | New |
| Aspen Investment Management Inc | 2,088 | $230.0K | 0.13% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,059 | $227.0K | 0.01% | +2,059 | New |
| Morningstar Investment Management LLC | 2,055 | $227.0K | 0.03% | +2,055 | New |
| Concurrent Investment Advisors, LLC | 2,052 | $226.3K | 0.01% | +2,052 | New |
| PFG Investments, LLC | 2,040 | $224.9K | 0.04% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,039 | $224.8K | 0.00% | −3,756−64.8% | Reduced |
| Diversified Portfolios, Inc. | 2,030 | $223.8K | 0.04% | +2,030 | New |
| MCF Advisors LLC | 2,011 | $223.8K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,025 | $223.3K | 0.14% | +2,025 | New |
| WSFS Capital Management, LLC | 2,024 | $223.2K | 0.01% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 2,023 | $223.1K | 0.11% | −221−9.8% | Reduced |
| Mather Group, LLC. | 2,022 | $223.0K | 0.00% | +2,022 | New |
| Silver Oak Securities, Inc | 2,017 | $222.4K | 0.03% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,015 | $222.2K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,014 | $222.2K | 0.00% | +2,014 | New |
| HRT Financial LP | 2,010 | $221.0K | 0.00% | −60,859−96.8% | Reduced |
| Moors & Cabot, Inc. | 2,001 | $220.6K | 0.01% | −1,538−43.5% | Reduced |
| Personal Cfo Solutions, LLC | 2,000 | $220.6K | 0.04% | +2,000 | New |
| XML Financial, LLC | 2,000 | $220.5K | 0.02% | +2,000 | New |
| Boston Private Wealth LLC | 1,992 | $219.6K | 0.01% | +1,992 | New |
| Dynamic Advisor Solutions LLC | 1,982 | $219.3K | 0.01% | +1,982 | New |
| Quantum Financial Advisors, LLC | 1,963 | $216.4K | 0.05% | +1,963 | New |
| Hartline Investment Corp | 1,948 | $214.8K | 0.03% | +1,948 | New |
| 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 |
| Quadrant Capital Group LLC | 1,866 | $205.7K | 0.02% | +227+13.8% | Added |
| Charter Trust Co | 1,849 | $203.9K | 0.02% | +1,849 | New |
| Pearl River Capital, LLC | 1,843 | $203.2K | 0.03% | +1,843 | New |
| Beaird Harris Wealth Management, LLC | 1,839 | $202.8K | 0.02% | +4+0.2% | Added |
| Bessemer Group Inc | 1,838 | $202.0K | 0.00% | +868+89.5% | Added |
| Fermata Advisors, LLC | 1,831 | $201.9K | 0.05% | +1,831 | New |
| Pointe Capital Management LLC | 1,829 | $201.7K | 0.14% | +1,829 | New |
| Parallel Advisors, LLC | 1,687 | $186.0K | 0.01% | +8+0.5% | Added |
| Ronald Blue Trust, Inc. | 1,872 | $185.0K | 0.00% | +288+18.2% | Added |
| Alaska Permanent Fund Corp | 1,624 | $179.1K | 0.00% | −242−13.0% | Reduced |
| Richardson Financial Services Inc. | 1,615 | $178.1K | 0.16% | +1,615 | New |
| Citadel Advisors LLC | 1,574 | $173.5K | 0.00% | −74,878−97.9% | Reduced |
| Ci Investments Inc. | 1,568 | $173.0K | 0.00% | +276+21.4% | Added |
| Delta Asset Management LLC | 1,561 | $172.1K | 0.02% | −5−0.3% | Reduced |
| Caldwell Trust Co | 1,558 | $171.8K | 0.02% | −163−9.5% | Reduced |
| HM Payson & Co | 1,480 | $163.2K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,439 | $158.7K | 0.08% | +33+2.3% | Added |
| Simplex Trading, LLC | 1,429 | $157.0K | 0.00% | −13,813−90.6% | Reduced |
| Rothschild Investment LLC | 1,395 | $153.8K | 0.01% | +1,395 | New |
| Clearstead Advisors, LLC | 1,374 | $151.5K | 0.01% | +110+8.7% | Added |
| Cambridge Trust Co | 1,360 | $150.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,360 | $149.9K | 0.01% | +316+30.3% | Added |
| GHP Investment Advisors, Inc. | 1,359 | $149.8K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,322 | $145.7K | 0.06% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,319 | $145.4K | 0.04% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,206 | $133.0K | 0.03% | −125−9.4% | Reduced |
| Kelly Financial Services LLC | 1,196 | $131.9K | 0.05% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,173 | $129.3K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,145 | $126.0K | 0.01% | −23,855−95.4% | Reduced |
| Burkett Financial Services, LLC | 1,104 | $121.8K | 0.07% | +1,104 | New |
| Federated Hermes, Inc. | 1,100 | $121.3K | 0.00% | +234+27.0% | Added |
| Sentry Investment Management LLC | 1,084 | $120.0K | 0.05% | −116−9.7% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,082 | $119.3K | 0.09% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,078 | $118.9K | 0.00% | −225−17.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,044 | $115.0K | 0.07% | +1,044 | New |
| GPS Wealth Strategies Group, LLC | 1,009 | $111.2K | 0.02% | +1+0.1% | Added |
| Impact Partnership Wealth, LLC | 1,000 | $110.3K | 0.04% | −455−31.3% | Reduced |
| Webster Bank, N. A. | 995 | $109.7K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,010 | $109.4K | 0.05% | −315−23.8% | Reduced |
| Lindbrook Capital, LLC | 968 | $106.7K | 0.01% | +580+149.5% | Added |
| S.A. Mason LLC | 959 | $105.7K | 0.07% | +5+0.5% | Added |
| 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 |
| Penserra Capital Management LLC | 956 | $104.0K | 0.00% | −199−17.2% | Reduced |
| Pacific Center for Financial Services | 920 | $101.4K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 918 | $101.2K | 0.01% | −129−12.3% | Reduced |
| Creative Capital Management Investments LLC | 914 | $100.8K | 0.06% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 884 | $97.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 851 | $93.9K | 0.01% | +7+0.8% | Added |
| Scarborough Advisors, LLC | 851 | $93.8K | 0.02% | +851 | New |
| American National Bank | 822 | $90.6K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 821 | $90.5K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 773 | $85.2K | 0.02% | +651+533.6% | Added |
| Essex Investment Management Co LLC | 735 | $81.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 751 | $80.8K | 0.00% | +48+6.8% | Added |
| SYSTM Wealth Solutions LLC | 721 | $79.6K | 0.01% | +721 | New |
| Umb Bank N A | 698 | $77.0K | 0.00% | 00.0% | Unchanged |