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 |
|---|---|---|---|---|---|
| nVerses Capital, LLC | 1,600 | $179.4K | 0.43% | +1,600 | New |
| Stephenson National Bank & Trust | 1,664 | $186.6K | 0.06% | +225+15.6% | Added |
| Alaska Permanent Fund Corp | 1,687 | $189.2K | 0.00% | +63+3.9% | Added |
| Caldwell Trust Co | 1,712 | $192.0K | 0.02% | +154+9.9% | Added |
| Richardson Financial Services Inc. | 1,780 | $199.6K | 0.14% | +165+10.2% | Added |
| Clifford Swan Investment Counsel LLC | 1,800 | $201.9K | 0.01% | +1,800 | New |
| Triton Wealth Management, PLLC | 1,829 | $202.5K | 0.14% | +1,829 | New |
| Ronald Blue Trust, Inc. | 1,819 | $204.0K | 0.00% | −53−2.8% | Reduced |
| Gateway Investment Advisers LLC | 1,821 | $204.2K | 0.00% | −218−10.7% | Reduced |
| Pointe Capital Management LLC | 1,829 | $205.1K | 0.13% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,839 | $206.2K | 0.02% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 1,842 | $206.6K | 0.05% | +11+0.6% | Added |
| Charter Trust Co | 1,849 | $207.3K | 0.01% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 1,860 | $208.6K | 0.11% | −350−15.8% | Reduced |
| Quadrant Capital Group LLC | 1,901 | $213.2K | 0.02% | +35+1.9% | Added |
| SYSTM Wealth Solutions LLC | 1,903 | $214.1K | 0.03% | +1,182+163.9% | Added |
| Parallel Advisors, LLC | 1,920 | $215.3K | 0.01% | +233+13.8% | Added |
| Quantum Financial Advisors, LLC | 1,949 | $218.6K | 0.04% | −14−0.7% | Reduced |
| Dynamic Advisor Solutions LLC | 1,957 | $219.5K | 0.01% | −25−1.3% | Reduced |
| Danske Bank A/S | 1,975 | $221.5K | 0.00% | +1,975 | New |
| Equitable Holdings, Inc. | 1,977 | $221.7K | 0.00% | −1,595−44.7% | Reduced |
| Graypoint LLC | 1,979 | $222.0K | 0.02% | +1,979 | New |
| Ci Investments Inc. | 1,977 | $222.0K | 0.00% | +409+26.1% | Added |
| Mather Group, LLC. | 2,022 | $223.0K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 2,000 | $224.3K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 2,009 | $225.3K | 0.01% | +2,009 | New |
| Silver Oak Securities, Inc | 2,017 | $226.2K | 0.03% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 3,008 | $227.0K | 0.01% | +984+48.6% | Added |
| MCF Advisors LLC | 2,011 | $227.6K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,035 | $228.2K | 0.14% | +10+0.5% | Added |
| Bessemer Group Inc | 2,047 | $229.0K | 0.00% | +209+11.4% | Added |
| Morningstar Investment Management LLC | 2,055 | $230.0K | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,052 | $230.1K | 0.04% | +52+2.6% | Added |
| Stratos Wealth Partners, LTD. | 2,055 | $230.5K | 0.00% | +41+2.0% | Added |
| ASB Consultores, LLC | 2,078 | $233.0K | 0.06% | +2,078 | New |
| Coppell Advisory Solutions Corp. | 2,081 | $233.3K | 0.04% | +2,081 | New |
| Aspen Investment Management Inc | 2,088 | $234.0K | 0.12% | 00.0% | Unchanged |
| AIFG Consultants Ltd. | 2,099 | $235.4K | 0.17% | −10.0% | Reduced |
| Private Trust Co NA | 2,102 | $235.7K | 0.03% | +1,145+119.6% | Added |
| Vantage Consulting Group Inc | 2,104 | $235.9K | 0.15% | −52−2.4% | Reduced |
| SkyOak Wealth, LLC | 2,111 | $236.7K | 0.06% | −91−4.1% | Reduced |
| Asset Allocation Strategies LLC | 2,119 | $237.7K | 0.08% | +2,119 | New |
| NTV Asset Management LLC | 2,120 | $237.7K | 0.04% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,135 | $239.0K | 0.02% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 2,133 | $239.2K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,146 | $240.7K | 0.01% | −4−0.2% | Reduced |
| Oxler Private Wealth LLC | 2,151 | $241.2K | 0.09% | +20+0.9% | Added |
| Siemens Fonds Invest GmbH | 2,156 | $241.8K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,184 | $245.0K | 0.05% | +74+3.5% | Added |
| Arbor Trust Wealth Advisors, LLC | 2,278 | $245.2K | 0.13% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,171 | $246.0K | 0.01% | −127−5.5% | Reduced |
| Principal Street Partners, LLC | 2,196 | $246.8K | 0.05% | −32−1.4% | Reduced |
| Hyman Charles D | 2,200 | $247.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 2,212 | $248.1K | 0.00% | −354−13.8% | Reduced |
| Vima LLC | 2,282 | $250.0K | 0.29% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,242 | $251.4K | 0.02% | +109+5.1% | Added |
| TD Waterhouse Canada Inc. | 2,261 | $252.8K | 0.00% | +72+3.3% | Added |
| Symmetry Partners, LLC | 2,254 | $253.0K | 0.02% | 00.0% | Unchanged |
| CPR Investments Inc. | 2,271 | $254.4K | 0.19% | +50+2.3% | Added |
| NewEdge Wealth, LLC | 2,274 | $254.5K | 0.01% | −1,456−39.0% | Reduced |
| Foguth Wealth Management, LLC. | 2,272 | $254.8K | 0.14% | +2,272 | New |
| Fiduciary Family Office, LLC | 2,278 | $255.5K | 0.10% | +2,278 | New |
| Diversified Portfolios, Inc. | 2,283 | $256.0K | 0.04% | +253+12.5% | Added |
| PBMares Wealth Management LLC | 2,301 | $258.0K | 0.07% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 2,330 | $259.6K | 0.11% | +2,330 | New |
| Avantax Advisory Services, Inc. | 2,316 | $259.7K | 0.00% | −2,194−48.6% | Reduced |
| TCI Wealth Advisors, Inc. | 2,320 | $260.1K | 0.03% | +9+0.4% | Added |
| Nemes Rush Group LLC | 2,332 | $261.5K | 0.04% | +10.0% | Added |
| Harbour Investments, Inc. | 2,353 | $263.9K | 0.01% | −205−8.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,364 | $265.1K | 0.00% | +2,364 | New |
| Belpointe Asset Management LLC | 2,372 | $266.1K | 0.02% | −141−5.6% | Reduced |
| Advisory Alpha, LLC | 2,380 | $267.0K | 0.01% | −162−6.4% | Reduced |
| Davenport & Co LLC | 2,386 | $267.5K | 0.00% | −179−7.0% | Reduced |
| International Private Wealth Advisors LLC | 2,389 | $267.9K | 0.52% | +2,389 | New |
| Royal London Asset Management Ltd | 2,396 | $268.7K | 0.00% | −44,238−94.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,412 | $270.5K | 0.00% | +2,409+80,300.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,420 | $271.4K | 0.03% | +2,420 | New |
| Paragon Private Wealth Management, LLC | 2,423 | $271.7K | 0.16% | +103+4.4% | Added |
| Empowered Funds, LLC | 2,427 | $272.2K | 0.00% | +338+16.2% | Added |
| Baker Tilly Wealth Management, LLC | 2,428 | $272.3K | 0.05% | +2,428 | New |
| Affinity Wealth Management LLC | 2,459 | $275.8K | 0.05% | 00.0% | Unchanged |
| Trust Point Inc. | 2,459 | $275.8K | 0.02% | +2,459 | New |
| Eqis Capital Management, Inc. | 2,468 | $276.8K | 0.02% | −440−15.1% | Reduced |
| Machina Capital S.A.S. | 2,470 | $277.0K | 0.15% | +2,470 | New |
| HRT Financial LP | 2,477 | $277.0K | 0.00% | +467+23.2% | Added |
| Mirabella Financial Services LLP | 2,471 | $277.1K | 0.02% | +2,471 | New |
| WealthBridge Capital Management, LLC | 2,505 | $280.9K | 0.09% | 00.0% | Unchanged |
| Farmers Trust Co | 2,508 | $281.2K | 0.06% | +2,508 | New |
| Aptus Capital Advisors, LLC | 2,538 | $284.6K | 0.01% | +119+4.9% | Added |
| Client 1st Advisory Group, LLC | 2,539 | $284.7K | 0.13% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 2,567 | $287.9K | 0.07% | +377+17.2% | Added |
| Stonegate Investment Group, LLC | 2,588 | $290.2K | 0.01% | +2,588 | New |
| Merit Financial Group, LLC | 2,586 | $291.5K | 0.01% | +154+6.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 2,604 | $292.0K | 0.02% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,616 | $293.4K | 0.27% | 00.0% | Unchanged |
| Romano Brothers and Company | 2,640 | $296.0K | 0.04% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,661 | $298.4K | 0.03% | +2,661 | New |
| NBT Bank N A | 2,684 | $301.0K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,696 | $302.3K | 0.01% | +219+8.8% | Added |
| Retirement Income Solutions, Inc | 2,727 | $305.8K | 0.07% | −36−1.3% | Reduced |