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Livermore
Livermore
ZHEN

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.

Other share classesDTBDTGDTKDTW

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.

Institutional holdersQ4 2023: 755 institutions
Q1 2021: 673 institutionsQ2 2021: 687 institutionsQ3 2021: 654 institutionsQ4 2021: 705 institutionsQ1 2022: 724 institutionsQ2 2022: 742 institutionsQ3 2022: 703 institutionsQ4 2022: 770 institutionsQ1 2023: 729 institutionsQ2 2023: 733 institutionsQ3 2023: 713 institutionsQ4 2023: 755 institutionsQ1 2024: 786 institutionsQ2 2024: 802 institutionsQ3 2024: 846 institutionsQ4 2024: 879 institutionsQ1 2025: 923 institutionsQ2 2025: 932 institutionsQ3 2025: 921 institutionsQ4 2025: 961 institutionsQ1 2026: 989 institutionsQ2 2026: 1,036 institutions
Value heldQ4 2023: $17.3B
Q1 2021: $19.2BQ2 2021: $18.3BQ3 2021: $15.6BQ4 2021: $16.6BQ1 2022: $18.8BQ2 2022: $18.0BQ3 2022: $16.6BQ4 2022: $17.9BQ1 2023: $16.9BQ2 2023: $17.0BQ3 2023: $15.5BQ4 2023: $17.3BQ1 2024: $17.8BQ2 2024: $17.7BQ3 2024: $20.4BQ4 2024: $19.3BQ1 2025: $22.4BQ2 2025: $21.8BQ3 2025: $23.4BQ4 2025: $20.9BQ1 2026: $24.4BQ2 2026: $25.7B
Institutions holding DTE and their total value by quarter
QuarterHoldersValue
Q2 20261,036$25.7B
Q1 2026989$24.4B
Q4 2025961$20.9B
Q3 2025921$23.4B
Q2 2025932$21.8B
Q1 2025923$22.4B
Q4 2024879$19.3B
Q3 2024846$20.4B
Q2 2024802$17.7B
Q1 2024786$17.8B
Q4 2023755$17.3B
Q3 2023713$15.5B
Q2 2023733$17.0B
Q1 2023729$16.9B
Q4 2022770$17.9B
Q3 2022703$16.6B
Q2 2022742$18.0B
Q1 2022724$18.8B
Q4 2021705$16.6B
Q3 2021654$15.6B
Q2 2021687$18.3B
Q1 2021673$19.2B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Dte Energy Co; share changes are against Q3 2023.

Institutions holding DTE in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
JJJ Advisors Inc.59$6.51K0.00%+59New
Prestige Wealth Management Group LLC55$6.12K0.00%−27−32.9%Reduced
Investors Research Corp50$5.51K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC49$5.40K0.00%+5+11.4%Added
Albion Financial Group47$5.18K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.47$5.18K0.00%+47New
Bruce G. Allen Investments, LLC45$4.96K0.00%+45New
Raffa Wealth Management, LLC43$4.74K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC39$4.30K0.00%00.0%Unchanged
TFC Financial Management38$4.19K0.00%+30+375.0%Added
Bell Investment Advisors, Inc37$4.08K0.00%+6+19.4%Added
Raleigh Capital Management Inc.36$3.97K0.00%+36New
RFP Financial Group LLC31$3.42K0.00%+31New
Capital Advisors, Ltd. LLC25$3.00K0.00%−4,341−99.4%Reduced
Valley National Advisers Inc35$3.00K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.26$2.87K0.00%00.0%Unchanged
Hollencrest Capital Management25$2.76K0.00%00.0%Unchanged
McGlone Suttner Wealth Management, Inc.25$2.76K0.00%+25New
Lee Financial Co21$2.34K0.00%+21New
JFS Wealth Advisors, LLC21$2.32K0.00%+4+23.5%Added
Eagle Bay Advisors LLC21$2.31K0.00%−16−43.2%Reduced
Financial Management Professionals, Inc.21$2.00K0.00%00.0%Unchanged
Avion Wealth16$2.00K0.00%+6+60.0%Added
Carolinas Wealth Consulting LLC14$1.56K0.00%00.0%Unchanged
Cornerstone Planning Group LLC14$1.54K0.00%−3−17.6%Reduced
Missouri Trust & Investment Co14$1.54K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC14$1.54K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC14$1.54K0.00%+14New
Park Place Capital Corp13$1.43K0.00%−185−93.4%Reduced
Dunhill Financial, LLC12$1.33K0.00%+12New
Sachetta, LLC12$1.33K0.00%+12New
Abound Wealth Management12$1.32K0.00%−4−25.0%Reduced
JNBA Financial Advisors12$1.32K0.00%00.0%Unchanged
Truvestments Capital LLC11$1.21K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.10$1.10K0.00%−49−83.1%Reduced
Arlington Trust Co LLC10$1.10K0.00%+10New
Johnson Financial Group, Inc.9$1.00K0.00%+9New
Cherry Tree Wealth Management, LLC9$9930.00%00.0%Unchanged
Valued Wealth Advisors LLC9$9030.00%+9New
DiNuzzo Private Wealth, Inc.8$8830.00%+8New
Quent Capital, LLC8$8820.00%−36−81.8%Reduced
Focused Wealth Management, Inc6$7100.00%00.0%Unchanged
Caitlin John, LLC5$5610.00%+5New
Atlas Capital Advisors LLC5$5510.00%−52−91.2%Reduced
Global Financial Private Client, LLC5$5510.00%00.0%Unchanged
Sofos Investments, Inc.3$3370.00%00.0%Unchanged
WestEnd Advisors, LLC3$3310.00%−2−40.0%Reduced
True Wealth Design, LLC3$3310.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC3$3310.00%+3New
Evermay Wealth Management LLC3$3310.00%+3New
First Manhattan Co1$1100.00%+1New
Dogwood Wealth Management LLC0$30.00%0New
Lazard Asset Management LLC8$00.00%00.0%Unchanged
PrairieView Partners, LLC1$00.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1––−6−85.7%Reduced
Zimmer Partners, LP0$00.00%−381,200−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−86,609−100.0%Sold out
Acadian Asset Management LLC0$00.00%−85,901−100.0%Sold out
Greenland Capital Management LP0$00.00%−73,664−100.0%Sold out
Soros Fund Management LLCSuperinvestorSoros Fund Management0$00.00%−60,000−100.0%Sold out
Summit Global Investments0$00.00%−52,087−100.0%Sold out
Cinctive Capital Management LP0$00.00%−30,955−100.0%Sold out
BTG Pactual Global Asset Management Ltd0$00.00%−28,941−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−27,756−100.0%Sold out
Weiss Asset Management LP0$00.00%−27,268−100.0%Sold out
Element Capital Management LLC0$00.00%−21,259−100.0%Sold out
Quadrature Capital Ltd0$00.00%−18,499−100.0%Sold out
Magnetar Financial LLC0$00.00%−14,661−100.0%Sold out
Oak Thistle LLC0$00.00%−13,715−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−12,848−100.0%Sold out
Marshall Wace, LLP0$00.00%−10,653−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−9,438−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−9,010−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−7,954−100.0%Sold out
FORA Capital, LLC0$00.00%−7,815−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−7,663−100.0%Sold out
Toews Corp0$00.00%−7,600−100.0%Sold out
Diversified Trust Co0$00.00%−6,950−100.0%Sold out
Essex Financial Services, Inc.0$00.00%−5,765−100.0%Sold out
Wexford Capital LP0$00.00%−5,490−100.0%Sold out
Stevens Capital Management LP0$00.00%−4,782−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−4,458−100.0%Sold out
Buckingham Strategic Partners0$00.00%−4,435−100.0%Sold out
Trexquant Investment LP0$00.00%−4,204−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−4,087−100.0%Sold out
Ossiam0$00.00%−4,059−100.0%Sold out
MQS Management LLC0$00.00%−3,578−100.0%Sold out
Fund Management at Engine No. 1 LLC0$00.00%−2,946−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−2,800−100.0%Sold out
Clifford Swan Investment Counsel LLC0$00.00%−2,504−100.0%Sold out
Trust Co of Toledo NA0$00.00%−2,306−100.0%Sold out
Desjardins Global Asset Management Inc.0$00.00%−2,279−100.0%Sold out
Moody National Bank Trust Division0$00.00%−2,190−100.0%Sold out
ASB Consultores, LLC0$00.00%−2,135−100.0%Sold out
Graypoint LLC0$00.00%−2,092−100.0%Sold out
Allegheny Financial Group LTD0$00.00%−2,069−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−2,063−100.0%Sold out
MTM Investment Management, LLC0$00.00%−2,034−100.0%Sold out
Riverview Trust Co0$00.00%−1,886−100.0%Sold out
Belmont Capital, LLC0$00.00%−1,400−100.0%Sold out