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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 685 | $75.5K | 0.00% | +252+58.2% | Added |
| Sound Income Strategies, LLC | 676 | $74.5K | 0.01% | +14+2.1% | Added |
| United Community Bank | 662 | $73.0K | 0.03% | +10+1.5% | Added |
| Atticus Wealth Management, LLC | 635 | $70.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 632 | $69.7K | 0.00% | −50−7.3% | Reduced |
| Geneos Wealth Management Inc. | 608 | $67.0K | 0.00% | +7+1.2% | Added |
| TCTC Holdings, LLC | 604 | $66.6K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 600 | $66.2K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 574 | $63.3K | 0.03% | +574 | New |
| AllSquare Wealth Management LLC | 552 | $60.9K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 548 | $60.4K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 543 | $59.9K | 0.01% | −200−26.9% | Reduced |
| Rakuten Investment Management, Inc. | 510 | $56.3K | 0.00% | +510 | New |
| Brown, Lisle/Cummings, Inc. | 508 | $56.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 502 | $55.3K | 0.01% | +5+1.0% | Added |
| Logan Capital Management Inc | 500 | $55.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 499 | $55.0K | 0.01% | −199−28.5% | Reduced |
| Principal Securities, Inc. | 492 | $54.2K | 0.00% | +492 | New |
| Toth Financial Advisory Corp | 489 | $53.9K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 479 | $52.8K | 0.02% | +479 | New |
| Sandy Spring Bank | 469 | $51.7K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 455 | $50.2K | 0.05% | +455 | New |
| Loomis Sayles & Co L P | 452 | $50.0K | 0.00% | −259−36.4% | Reduced |
| Versant Capital Management, Inc | 445 | $49.1K | 0.01% | −5−1.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 418 | $46.0K | 0.02% | +4+1.0% | Added |
| 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 |
| Tortoise Investment Management, LLC | 393 | $43.3K | 0.01% | −595−60.2% | Reduced |
| AdvisorNet Financial, Inc | 388 | $42.7K | 0.00% | +21+5.7% | Added |
| Compagnie Lombard Odier SCmA | 370 | $40.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 383 | $40.1K | 0.00% | −2−0.5% | Reduced |
| Sittner & Nelson, LLC | 363 | $40.0K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 350 | $38.6K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 349 | $38.5K | 0.02% | +3+0.9% | Added |
| First Horizon Advisors, Inc. | 346 | $38.2K | 0.00% | −8−2.3% | Reduced |
| Horizon Bancorp Inc | 347 | $38.0K | 0.02% | −193−35.7% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 344 | $37.9K | 0.08% | +344 | New |
| Carmichael Hill & Associates, Inc. | 337 | $37.2K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 320 | $35.3K | 0.00% | +35+12.3% | Added |
| Caldwell Sutter Capital, Inc. | 315 | $34.7K | 0.02% | +70+28.6% | Added |
| Old Second National Bank of Aurora | 300 | $33.1K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 283 | $31.2K | 0.02% | −73−20.5% | Reduced |
| MV Capital Management, Inc. | 280 | $30.9K | 0.00% | +143+104.4% | Added |
| EntryPoint Capital, LLC | 274 | $30.2K | 0.03% | +274 | New |
| Beacon Capital Management, Inc. | 260 | $28.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 250 | $28.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 250 | $27.8K | 0.00% | +250 | New |
| TSFG, LLC | 238 | $26.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 235 | $25.9K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 223 | $24.6K | 0.00% | +25+12.6% | Added |
| Resources Management Corp | 217 | $24.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 221 | $24.0K | 0.00% | −2−0.9% | Reduced |
| Mascoma Wealth Management LLC | 214 | $23.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 237 | $23.5K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 212 | $23.4K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 231 | $22.9K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 208 | $22.9K | 0.00% | +1+0.5% | Added |
| Resurgent Financial Advisors LLC | 208 | $22.9K | 0.01% | +208 | New |
| Highlander Capital Management, LLC | 200 | $22.1K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 200 | $22.1K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 187 | $20.6K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 182 | $20.3K | 0.01% | +3+1.7% | Added |
| Centerpoint Advisors, LLC | 180 | $20.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 178 | $19.6K | 0.01% | +178 | New |
| Federation des caisses Desjardins du Quebec | 175 | $19.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 175 | $19.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 169 | $18.6K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 164 | $18.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 161 | $17.8K | 0.00% | +51+46.4% | Added |
| Covestor Ltd | 153 | $17.0K | 0.01% | +4+2.7% | Added |
| ICA Group Wealth Management, LLC | 150 | $16.5K | 0.00% | +150 | New |
| Rise Advisors, LLC | 144 | $15.9K | 0.01% | +1+0.7% | Added |
| Farmers & Merchants Investments Inc | 140 | $15.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 140 | $15.4K | 0.00% | +140 | New |
| EverSource Wealth Advisors, LLC | 136 | $15.0K | 0.00% | −52−27.7% | Reduced |
| DT Investment Partners, LLC | 138 | $14.4K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 120 | $13.2K | 0.00% | +120 | New |
| West Oak Capital, LLC | 115 | $13.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 117 | $12.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 109 | $12.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 107 | $11.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 102 | $11.2K | 0.00% | −600−85.5% | Reduced |
| CGC Financial Services, LLC | 101 | $11.1K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $11.0K | 0.00% | +100 | New |
| GW&K Investment Management, LLC | 100 | $11.0K | 0.00% | +31+44.9% | Added |
| Motco | 95 | $10.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 86 | $9.48K | 0.00% | +31+56.4% | Added |
| Manchester Capital Management LLC | 84 | $9.26K | 0.00% | +35+71.4% | Added |
| West Paces Advisors Inc. | 80 | $8.82K | 0.00% | −20−20.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 78 | $8.60K | 0.00% | +4+5.4% | Added |
| Ritter Daniher Financial Advisory LLC | 70 | $7.69K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 66 | $7.28K | 0.00% | −300−82.0% | Reduced |
| Legend Financial Advisors, Inc. | 65 | $7.17K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 60 | $6.62K | 0.00% | +60 | New |
| Frazier Financial Advisors, LLC | 60 | $6.62K | 0.01% | +60 | New |