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, Q2 2024
Institutional positions in Dte Energy Co as of Jun 30, 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
- 802
- +23 vs. Q1 2024
- Shares held
- 159.3M
- +465.7K (+0.3%) vs. Q1 2024
- Total value
- $17.7B
- −$109.8M (−0.6%) vs. Q1 2024
- New holders
- 79
- 308 more added
- Sold out
- 56
- 259 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Dte Energy Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Continuum Advisory, LLC | 1,484 | $164.7K | 0.02% | +15+1.0% | Added |
| GHP Investment Advisors, Inc. | 1,372 | $152.3K | 0.01% | +13+1.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,356 | $150.0K | 0.00% | −95−6.5% | Reduced |
| Clearstead Advisors, LLC | 1,336 | $148.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,334 | $148.1K | 0.05% | +6+0.5% | Added |
| Gradient Investments LLC | 1,333 | $148.0K | 0.00% | +635+91.0% | Added |
| Rothschild Investment LLC | 1,309 | $145.3K | 0.01% | −96−6.8% | Reduced |
| American National Bank | 1,290 | $143.2K | 0.02% | +468+56.9% | Added |
| Kelly Financial Services LLC | 1,198 | $133.0K | 0.05% | +1+0.1% | Added |
| Smartleaf Asset Management LLC | 1,193 | $132.7K | 0.02% | +651+120.1% | Added |
| SYSTM Wealth Solutions LLC | 1,175 | $131.1K | 0.03% | −728−38.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,083 | $130.5K | 0.01% | +48+4.6% | Added |
| Burkett Financial Services, LLC | 1,126 | $125.0K | 0.06% | +11+1.0% | Added |
| S.A. Mason LLC | 1,120 | $124.3K | 0.07% | +106+10.5% | Added |
| Western Pacific Wealth Management, LP | 1,116 | $123.9K | 0.09% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,087 | $120.7K | 0.01% | −2,893−72.7% | Reduced |
| Riverview Trust Co | 1,053 | $116.9K | 0.11% | −322−23.4% | Reduced |
| TD Private Client Wealth LLC | 1,041 | $115.6K | 0.00% | +97+10.3% | Added |
| Lindbrook Capital, LLC | 1,024 | $113.7K | 0.01% | +57+5.9% | Added |
| Adirondack Trust Co | 1,010 | $112.1K | 0.05% | 00.0% | Unchanged |
| Webster Bank, N. A. | 995 | $110.5K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 944 | $104.8K | 0.02% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 929 | $104.2K | 0.06% | −115−11.0% | Reduced |
| Washington Trust Advisors, Inc. | 924 | $102.6K | 0.01% | +27+3.0% | Added |
| Pacific Center for Financial Services | 920 | $102.1K | 0.03% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 912 | $101.2K | 0.02% | −294−24.4% | Reduced |
| Sentry Investment Management LLC | 900 | $100.0K | 0.04% | −184−17.0% | Reduced |
| NBC Securities, Inc. | 889 | $98.0K | 0.01% | +19+2.2% | Added |
| First Command Advisory Services, Inc. | 852 | $94.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 849 | $94.2K | 0.00% | +253+42.4% | Added |
| Concord Wealth Partners | 821 | $91.1K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 818 | $90.8K | 0.01% | +142+21.0% | Added |
| Family Firm, Inc. | 807 | $89.6K | 0.02% | +807 | New |
| Federated Hermes, Inc. | 782 | $86.8K | 0.00% | −129−14.2% | Reduced |
| Loomis Sayles & Co L P | 745 | $83.0K | 0.00% | +326+77.8% | Added |
| Essex Investment Management Co LLC | 735 | $81.6K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 734 | $81.5K | 0.01% | −6−0.8% | Reduced |
| United Community Bank | 732 | $81.3K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 705 | $78.3K | 0.00% | +10+1.4% | Added |
| USA Financial Portformulas Corp | 704 | $78.2K | 0.01% | +704 | New |
| Cromwell Holdings LLC | 657 | $73.6K | 0.04% | +657 | New |
| Quarry LP | 649 | $72.0K | 0.03% | −75−10.4% | Reduced |
| Atticus Wealth Management, LLC | 635 | $70.5K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 633 | $70.3K | 0.00% | +633 | New |
| Gen-Wealth Partners Inc | 618 | $68.6K | 0.03% | +6+1.0% | Added |
| Umb Bank N A | 608 | $67.5K | 0.00% | −90−12.9% | Reduced |
| TCTC Holdings, LLC | 604 | $67.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 600 | $66.6K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 552 | $61.3K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 548 | $60.8K | 0.00% | 00.0% | Unchanged |
| SWS Partners | 545 | $60.6K | 0.02% | +545 | New |
| Duncker Streett & Co Inc | 543 | $60.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 534 | $59.3K | 0.00% | −98−15.5% | Reduced |
| SOA Wealth Advisors, LLC. | 511 | $56.8K | 0.01% | +5+1.0% | Added |
| Crewe Advisors LLC | 509 | $56.5K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 508 | $56.4K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 507 | $56.3K | 0.00% | +507 | New |
| Washington Trust Co | 500 | $55.5K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 500 | $55.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 495 | $55.0K | 0.01% | −15−2.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 494 | $54.8K | 0.08% | +150+43.6% | Added |
| Toth Financial Advisory Corp | 489 | $54.3K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 467 | $53.6K | 0.05% | +467 | New |
| Abich Financial Wealth Management LLC | 455 | $50.5K | 0.03% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 400 | $44.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $44.4K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 400 | $44.4K | 0.24% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 370 | $41.1K | 0.00% | +14+3.9% | Added |
| HM Payson & Co | 370 | $41.1K | 0.00% | −710−65.7% | Reduced |
| AdvisorNet Financial, Inc | 370 | $41.0K | 0.00% | +1+0.3% | Added |
| Sandy Spring Bank | 363 | $40.3K | 0.00% | −106−22.6% | Reduced |
| Sittner & Nelson, LLC | 363 | $40.3K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 356 | $39.5K | 0.02% | +4+1.1% | Added |
| Caldwell Sutter Capital, Inc. | 355 | $39.4K | 0.02% | +35+10.9% | Added |
| Centennial Bank | 350 | $38.9K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 337 | $37.4K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 333 | $37.0K | 0.01% | −175−34.4% | Reduced |
| Arrow Financial Corp | 320 | $35.5K | 0.00% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 319 | $35.0K | 0.00% | −7,434−95.9% | Reduced |
| Old Second National Bank of Aurora | 300 | $33.3K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 300 | $33.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 294 | $32.6K | 0.00% | +17+6.1% | Added |
| Deseret Mutual Benefit Administrators | 283 | $31.4K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 283 | $31.4K | 0.00% | +195+221.6% | Added |
| Ridgewood Investments LLC | 277 | $30.7K | 0.02% | +277 | New |
| Rise Advisors, LLC | 275 | $30.6K | 0.02% | +2+0.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 274 | $30.4K | 0.01% | +274 | New |
| Hexagon Capital Partners LLC | 272 | $30.2K | 0.01% | −517−65.5% | Reduced |
| Creative Financial Designs Inc | 267 | $29.6K | 0.00% | +51+23.6% | Added |
| Foster Dykema Cabot & Partners, LLC | 250 | $28.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 250 | $27.8K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 249 | $27.6K | 0.01% | +11+4.6% | Added |
| Salomon & Ludwin, LLC | 237 | $26.3K | 0.00% | −195−45.1% | Reduced |
| First Financial Corp | 235 | $26.1K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 236 | $26.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 221 | $24.5K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 214 | $23.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $22.2K | 0.00% | −1−0.5% | Reduced |
| Leonteq Securities AG | 200 | $22.2K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 200 | $22.2K | 0.00% | 00.0% | Unchanged |