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, Q1 2024
Institutional positions in Dte Energy Co as of Mar 31, 2024. 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
- 786
- +37 vs. Q4 2023
- Shares held
- 158.9M
- +2.16M (+1.4%) vs. Q4 2023
- Total value
- $17.8B
- +$521.9M (+3.0%) vs. Q4 2023
- New holders
- 91
- 287 more added
- Sold out
- 54
- 238 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Dte Energy Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 3 | $336 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 4 | $449 | 0.00% | +4 | New |
| Caitlin John, LLC | 4 | $457 | 0.00% | −1−20.0% | Reduced |
| Global Financial Private Client, LLC | 5 | $554 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $560 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $561 | 0.00% | +2+66.7% | Added |
| Jamison Private Wealth Management, Inc. | 5 | $561 | 0.00% | +5 | New |
| Arlington Trust Co LLC | 8 | $897 | 0.00% | −2−20.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $898 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 8 | $900 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 110,730 | $1.00K | 0.05% | +110,730 | New |
| Cherry Tree Wealth Management, LLC | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 9 | $1.02K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $1.02K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 10 | $1.12K | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 11 | $1.23K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $1.33K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12 | $1.35K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $1.35K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $1.46K | 0.00% | −8−38.1% | Reduced |
| Park Place Capital Corp | 13 | $1.46K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 14 | $1.57K | 0.00% | −217−93.9% | Reduced |
| Trifecta Capital Advisors, LLC | 14 | $1.57K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $1.58K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $1.60K | 0.00% | +2+16.7% | Added |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | −938−98.1% | Reduced |
| Avion Wealth | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 20 | $2.25K | 0.00% | +6+42.9% | Added |
| Eagle Bay Advisors LLC | 21 | $2.38K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 25 | $2.80K | 0.00% | −11−30.6% | Reduced |
| Hollencrest Capital Management | 25 | $2.80K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 26 | $2.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $3.00K | 0.00% | +2+8.0% | Added |
| Raffa Wealth Management, LLC | 33 | $3.70K | 0.00% | −10−23.3% | Reduced |
| Financial Management Professionals, Inc. | 33 | $4.00K | 0.00% | +12+57.1% | Added |
| Bell Investment Advisors, Inc | 37 | $4.15K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 37 | $4.19K | 0.00% | +34+1,133.3% | Added |
| Colonial Trust Co | 38 | $4.21K | 0.00% | +38 | New |
| TFC Financial Management | 39 | $4.37K | 0.00% | +1+2.6% | Added |
| Prestige Wealth Management Group LLC | 42 | $4.75K | 0.00% | −13−23.6% | Reduced |
| Albion Financial Group | 47 | $5.27K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 47 | $5.27K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $5.61K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 50 | $5.61K | 0.00% | +50 | New |
| Harbor Investment Advisory, LLC | 57 | $6.39K | 0.00% | +18+46.2% | Added |
| JJJ Advisors Inc. | 59 | $6.62K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 60 | $6.73K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 61 | $6.84K | 0.01% | +16+35.6% | Added |
| Valley National Advisers Inc | 64 | $7.00K | 0.00% | +29+82.9% | Added |
| Legend Financial Advisors, Inc. | 65 | $7.29K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 66 | $7.40K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 70 | $7.82K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 80 | $8.97K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 82 | $9.20K | 0.01% | +82 | New |
| Manchester Capital Management LLC | 88 | $9.87K | 0.00% | +4+4.8% | Added |
| Motco | 95 | $10.7K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 95 | $10.7K | 0.00% | +46+93.9% | Added |
| Salem Investment Counselors Inc | 96 | $10.9K | 0.00% | −11−10.3% | Reduced |
| Resources Management Corp | 95 | $11.0K | 0.00% | −122−56.2% | Reduced |
| Armstrong Advisory Group, Inc | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 100 | $11.2K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $11.2K | 0.00% | +100 | New |
| Pingora Partners LLC | 100 | $11.2K | 0.01% | +100 | New |
| WR Wealth Planners, LLC | 100 | $11.2K | 0.00% | +100 | New |
| CGC Financial Services, LLC | 101 | $11.3K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 109 | $12.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 110 | $12.0K | 0.00% | +10+10.0% | Added |
| Whittier Trust Co of Nevada Inc | 108 | $12.1K | 0.00% | +30+38.5% | Added |
| West Oak Capital, LLC | 115 | $13.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 117 | $13.1K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 120 | $13.5K | 0.01% | +89+287.1% | Added |
| Fortitude Family Office, LLC | 125 | $14.0K | 0.01% | −53−29.8% | Reduced |
| Breakwater Investment Management | 128 | $14.4K | 0.01% | +128 | New |
| DT Investment Partners, LLC | 138 | $15.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 140 | $15.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 140 | $15.7K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 150 | $16.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 150 | $16.8K | 0.00% | +150 | New |
| Covestor Ltd | 147 | $17.0K | 0.01% | −6−3.9% | Reduced |
| Zions Bancorporation, N.A. | 161 | $18.1K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 164 | $18.4K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 169 | $19.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 175 | $19.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 180 | $20.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 190 | $21.5K | 0.01% | +8+4.4% | Added |
| Highlander Capital Management, LLC | 200 | $22.4K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 200 | $22.4K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 200 | $22.4K | 0.00% | +200 | New |
| Colonial Trust Advisors | 201 | $22.5K | 0.00% | −7−3.4% | Reduced |
| Brown Brothers Harriman & Co | 202 | $22.7K | 0.00% | −430−68.0% | Reduced |
| GoalVest Advisory LLC | 210 | $23.5K | 0.01% | +150+250.0% | Added |
| Mascoma Wealth Management LLC | 214 | $24.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 221 | $24.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 216 | $24.2K | 0.00% | −7−3.1% | Reduced |
| TSFG, LLC | 236 | $26.0K | 0.01% | −2−0.8% | Reduced |