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 |
|---|---|---|---|---|---|
| Western Pacific Wealth Management, LP | 1,116 | $125.1K | 0.09% | +159+16.6% | Added |
| Burkett Financial Services, LLC | 1,115 | $125.0K | 0.06% | +11+1.0% | Added |
| Sentry Investment Management LLC | 1,084 | $122.0K | 0.05% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,082 | $121.3K | 0.09% | 00.0% | Unchanged |
| HM Payson & Co | 1,080 | $121.1K | 0.00% | −400−27.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,035 | $114.2K | 0.01% | +899+661.0% | Added |
| S.A. Mason LLC | 1,014 | $113.7K | 0.07% | +55+5.7% | Added |
| Adirondack Trust Co | 1,010 | $113.3K | 0.05% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,006 | $112.8K | 0.00% | +514+104.5% | Added |
| Impact Partnership Wealth, LLC | 1,000 | $112.1K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 995 | $111.6K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,044 | $111.2K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 967 | $108.4K | 0.01% | −1−0.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 966 | $108.3K | 0.00% | −6,514−87.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 944 | $105.9K | 0.02% | −65−6.4% | Reduced |
| TD Private Client Wealth LLC | 944 | $105.9K | 0.00% | +259+37.8% | Added |
| Pacific Center for Financial Services | 920 | $103.2K | 0.03% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 914 | $102.5K | 0.05% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 911 | $102.2K | 0.00% | −189−17.2% | Reduced |
| Washington Trust Advisors, Inc. | 897 | $100.6K | 0.01% | +46+5.4% | Added |
| NBC Securities, Inc. | 870 | $97.0K | 0.01% | −275−24.0% | Reduced |
| First Command Advisory Services, Inc. | 852 | $95.5K | 0.00% | +852 | New |
| American National Bank | 822 | $92.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 821 | $92.1K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 796 | $89.3K | 0.00% | +710+825.6% | Added |
| Hexagon Capital Partners LLC | 789 | $88.5K | 0.02% | +16+2.1% | Added |
| Walleye Trading LLC | 780 | $87.5K | 0.00% | −3,524−81.9% | Reduced |
| Tortoise Investment Management, LLC | 740 | $83.0K | 0.01% | +347+88.3% | Added |
| Essex Investment Management Co LLC | 735 | $82.4K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 732 | $82.1K | 0.03% | +70+10.6% | Added |
| Quarry LP | 724 | $81.2K | 0.03% | +150+26.1% | Added |
| Gradient Investments LLC | 698 | $78.3K | 0.00% | −1,392−66.6% | Reduced |
| Umb Bank N A | 698 | $78.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 695 | $77.9K | 0.00% | −56−7.5% | Reduced |
| Sound Income Strategies, LLC | 676 | $75.8K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 635 | $71.2K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 632 | $70.9K | 0.00% | +249+65.0% | Added |
| Gen-Wealth Partners Inc | 612 | $68.6K | 0.03% | +612 | New |
| TCTC Holdings, LLC | 604 | $67.7K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 600 | $67.3K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 596 | $66.8K | 0.00% | −12−2.0% | Reduced |
| AllSquare Wealth Management LLC | 552 | $61.9K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 548 | $61.5K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 543 | $60.9K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 542 | $60.3K | 0.01% | +542 | New |
| Federation des caisses Desjardins du Quebec | 519 | $58.2K | 0.00% | +344+196.6% | Added |
| Parkside Financial Bank & Trust | 510 | $57.2K | 0.01% | +11+2.2% | Added |
| Crewe Advisors LLC | 509 | $57.1K | 0.01% | +509 | New |
| Oakworth Capital, Inc. | 508 | $57.0K | 0.00% | −376−42.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 508 | $57.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 506 | $56.8K | 0.01% | +4+0.8% | Added |
| Logan Capital Management Inc | 500 | $56.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 500 | $56.1K | 0.00% | +500 | New |
| Toth Financial Advisory Corp | 489 | $54.8K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 484 | $54.3K | 0.02% | +5+1.0% | Added |
| Sandy Spring Bank | 469 | $52.6K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 455 | $51.0K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 445 | $49.9K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 432 | $48.4K | 0.00% | +195+82.3% | Added |
| Loomis Sayles & Co L P | 419 | $47.0K | 0.00% | −33−7.3% | Reduced |
| Godsey & Gibb Associates | 400 | $44.9K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $44.9K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 400 | $44.9K | 0.24% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 369 | $41.4K | 0.00% | −19−4.9% | Reduced |
| Sittner & Nelson, LLC | 363 | $40.7K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 356 | $39.9K | 0.00% | +10+2.9% | Added |
| WFA Asset Management Corp | 352 | $39.5K | 0.02% | +3+0.9% | Added |
| Centennial Bank | 350 | $39.2K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 347 | $39.0K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 344 | $38.6K | 0.07% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 337 | $37.8K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 320 | $35.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 320 | $35.9K | 0.02% | +5+1.6% | Added |
| Old Second National Bank of Aurora | 300 | $33.6K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 300 | $33.6K | 0.01% | +300 | New |
| TruNorth Capital Management, LLC | 300 | $33.6K | 0.01% | +300 | New |
| Deseret Mutual Benefit Administrators | 283 | $31.7K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 277 | $31.1K | 0.00% | −3−1.1% | Reduced |
| Rise Advisors, LLC | 273 | $30.6K | 0.02% | +129+89.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 269 | $30.2K | 0.01% | −149−35.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 250 | $28.3K | 0.00% | 00.0% | Unchanged |
| City State Bank | 250 | $28.0K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 238 | $26.7K | 0.01% | +238 | New |
| First Financial Corp | 235 | $26.4K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 236 | $26.0K | 0.01% | −2−0.8% | Reduced |
| Creative Financial Designs Inc | 216 | $24.2K | 0.00% | −7−3.1% | Reduced |
| Asset Dedication, LLC | 221 | $24.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 214 | $24.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 210 | $23.5K | 0.01% | +150+250.0% | Added |
| Brown Brothers Harriman & Co | 202 | $22.7K | 0.00% | −430−68.0% | Reduced |
| Colonial Trust Advisors | 201 | $22.5K | 0.00% | −7−3.4% | Reduced |
| 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 |
| Annis Gardner Whiting Capital Advisors, LLC | 190 | $21.5K | 0.01% | +8+4.4% | Added |
| Centerpoint Advisors, LLC | 180 | $20.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 175 | $19.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 169 | $19.0K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 164 | $18.4K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 161 | $18.1K | 0.00% | 00.0% | Unchanged |