Skip to main content
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, Q3 2024

Institutional positions in Dte Energy Co as of Sep 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
846
+54 vs. Q2 2024
Shares held
158.8M
+16.6M (+11.7%) vs. Q2 2024
Total value
$20.4B
+$4.60B (+29.1%) vs. Q2 2024
New holders
102
317 more added
Sold out
48
255 more reduced

10 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 846 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 heldQ3 2024: $20.4B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Dte Energy Co; share changes are against Q2 2024.

Institutions holding DTE in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
PrairieView Partners, LLC1$00.00%00.0%Unchanged
Dogwood Wealth Management LLC0$30.00%0Unchanged
BOK Financial Private Wealth, Inc.0$100.00%0New
First Personal Financial Services1$1290.00%+1New
WestEnd Advisors, LLC3$3850.00%00.0%Unchanged
Key Financial Inc3$3850.00%+3New
Strengthening Families & Communities, LLC5$6420.00%00.0%Unchanged
Atlas Capital Advisors LLC5$6420.00%00.0%Unchanged
Global Financial Private Client, LLC5$6420.00%00.0%Unchanged
Chesapeake Asset Management LLC5$6420.00%+5New
Beacon Capital Management, LLC6$7700.00%00.0%Unchanged
True Wealth Design, LLC7$8990.00%00.0%Unchanged
Valley National Advisers Inc14$1.00K0.00%−45−76.3%Reduced
Quent Capital, LLC8$1.04K0.00%00.0%Unchanged
Bokf, NA9$1.15K0.00%+9New
Cherry Tree Wealth Management, LLC9$1.16K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.10$1.28K0.00%00.0%Unchanged
Truvestments Capital LLC11$1.41K0.00%+11New
JNBA Financial Advisors12$1.54K0.00%00.0%Unchanged
Abound Wealth Management12$1.54K0.00%00.0%Unchanged
Creekmur Asset Management LLC12$1.54K0.00%00.0%Unchanged
Park Place Capital Corp13$1.67K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC14$1.80K0.00%00.0%Unchanged
Penserra Capital Management LLC18$2.00K0.00%00.0%Unchanged
Valued Wealth Advisors LLC16$2.06K0.00%+7+77.8%Added
Financial Network Wealth Advisors LLC17$2.18K0.00%−13−43.3%Reduced
Carolinas Wealth Consulting LLC19$2.46K0.00%+5+35.7%Added
Compagnie Lombard Odier SCmA20$2.57K0.00%+20New
Capital Advisors, Ltd. LLC26$3.00K0.00%+1+4.0%Added
Avion Wealth26$3.00K0.00%+10+62.5%Added
Cullen/Frost Bankers, Inc.24$3.09K0.00%−31−56.4%Reduced
Hollencrest Capital Management25$3.21K0.00%00.0%Unchanged
Highline Wealth Partners LLC25$3.21K0.00%+7+38.9%Added
Cornerstone Planning Group LLC26$3.22K0.00%+3+13.0%Added
Prestige Wealth Management Group LLC25$3.24K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.26$3.34K0.00%−5−16.1%Reduced
Anfield Capital Management, LLC27$3.47K0.00%00.0%Unchanged
Bell Investment Advisors, Inc27$3.47K0.00%−10−27.0%Reduced
Versant Capital Management, Inc30$3.85K0.00%00.0%Unchanged
Peterson Financial Group, Inc.30$3.86K0.01%+30New
Financial Management Professionals, Inc.33$4.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC31$4.01K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc33$4.24K0.00%00.0%Unchanged
Raffa Wealth Management, LLC33$4.24K0.00%00.0%Unchanged
Grove Bank & Trust34$4.37K0.00%+34New
TFC Financial Management38$4.88K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC39$5.01K0.00%−2−4.9%Reduced
Sachetta, LLC39$5.01K0.00%00.0%Unchanged
Dunhill Financial, LLC40$5.17K0.00%+22+122.2%Added
Capital Performance Advisors LLP41$5.30K0.00%+41New
Raleigh Capital Management Inc.44$5.65K0.00%+9+25.7%Added
1620 Investment Advisors, Inc.45$5.75K0.00%+7+18.4%Added
Albion Financial Group47$6.04K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.47$6.04K0.00%00.0%Unchanged
Colonial Trust Co48$6.06K0.00%+8+20.0%Added
Investors Research Corp50$6.42K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC50$6.42K0.00%+13+35.1%Added
Wolff Wiese Magana LLC50$6.42K0.00%+50New
Frazier Financial Advisors, LLC60$7.71K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC62$7.96K0.01%00.0%Unchanged
VitalStone Financial, LLC66$8.47K0.01%+66New
Ritter Daniher Financial Advisory LLC70$8.96K0.00%00.0%Unchanged
Resources Management Corp70$9.00K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC77$9.89K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC84$10.0K0.00%+1+1.2%Added
West Paces Advisors Inc.80$10.3K0.00%00.0%Unchanged
Zions Bancorporation, N.A.96$12.3K0.00%−61−38.9%Reduced
Salem Investment Counselors Inc96$12.4K0.00%00.0%Unchanged
St Germain D J Co Inc100$12.8K0.00%00.0%Unchanged
Hussman Strategic Advisors, Inc.100$12.8K0.00%00.0%Unchanged
Bogart Wealth, LLC100$12.8K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc100$12.8K0.00%00.0%Unchanged
Union Savings Bank100$12.8K0.01%00.0%Unchanged
WR Wealth Planners, LLC100$12.8K0.00%00.0%Unchanged
Trust Co of Vermont100$12.8K0.00%+34+51.5%Added
Sugarloaf Wealth Management, LLC100$12.8K0.00%+100New
CGC Financial Services, LLC101$13.0K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.107$13.7K0.00%−167−60.9%Reduced
Capital Analysts, LLC109$14.0K0.00%00.0%Unchanged
Headlands Technologies LLC110$14.1K0.00%+110New
West Oak Capital, LLC115$14.8K0.00%00.0%Unchanged
Hemington Wealth Management128$15.0K0.00%+128New
Operose Advisors LLC117$15.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.117$15.1K0.00%+5+4.5%Added
New Age Alpha Advisors, LLC125$16.1K0.01%+125New
Breakwater Investment Management128$16.4K0.01%00.0%Unchanged
GW&K Investment Management, LLC132$17.0K0.00%+14+11.9%Added
LRI Investments, LLC150$17.9K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc140$18.0K0.00%00.0%Unchanged
CVA Family Office, LLC146$18.7K0.00%+2+1.4%Added
Fortitude Family Office, LLC158$20.3K0.01%00.0%Unchanged
Elequin Capital LP162$20.8K0.00%+162New
MB, Levis & Associates, LLC164$21.1K0.01%00.0%Unchanged
Anchor Investment Management, LLC169$21.7K0.00%00.0%Unchanged
Smithfield Trust Co175$22.0K0.00%00.0%Unchanged
Covestor Ltd174$22.0K0.01%+28+19.2%Added
Centerpoint Advisors, LLC180$23.0K0.01%00.0%Unchanged
PSI Advisors, LLC187$24.0K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC190$24.6K0.01%−8−4.0%Reduced
Horizon Bancorp Inc196$25.0K0.01%−1−0.5%Reduced