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, 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Dte Energy Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Continuum Advisory, LLC | 1,428 | $170.5K | 0.02% | −56−3.8% | Reduced |
| Financial Perspectives, Inc | 1,340 | $172.1K | 0.06% | +6+0.4% | Added |
| Rothschild Investment LLC | 1,348 | $173.1K | 0.01% | +39+3.0% | Added |
| Clearstead Advisors, LLC | 1,353 | $173.7K | 0.00% | +17+1.3% | Added |
| Eastern Bank | 1,360 | $174.6K | 0.00% | +1,360 | New |
| GHP Investment Advisors, Inc. | 1,372 | $176.2K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,390 | $178.0K | 0.00% | −867−38.4% | Reduced |
| Richardson Financial Services Inc. | 1,635 | $181.5K | 0.12% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,433 | $182.5K | 0.02% | +240+20.1% | Added |
| MCF Advisors LLC | 1,509 | $195.4K | 0.01% | −502−25.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,538 | $197.5K | 0.01% | +50+3.4% | Added |
| Delta Asset Management LLC | 1,551 | $199.2K | 0.02% | −10−0.6% | Reduced |
| Lake Street Advisors Group, LLC | 1,548 | $200.3K | 0.01% | +1,548 | New |
| Consolidated Portfolio Review Corp | 1,566 | $201.1K | 0.04% | +1,566 | New |
| Enterprise Financial Services Corp | 1,579 | $202.8K | 0.12% | +1,579 | New |
| Second Line Capital, LLC | 1,567 | $202.9K | 0.06% | +1,567 | New |
| Cranbrook Wealth Management, LLC | 1,586 | $203.6K | 0.05% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,595 | $204.8K | 0.01% | +1,595 | New |
| Steward Partners Investment Advisory, LLC | 1,607 | $206.4K | 0.00% | +86+5.7% | Added |
| Affinity Investment Advisors, LLC | 1,620 | $208.0K | 0.14% | +1,620 | New |
| SC&H Financial Advisors, Inc. | 1,620 | $208.1K | 0.05% | +1,620 | New |
| Legacy Capital Wealth Partners, LLC | 1,626 | $208.8K | 0.04% | +1,626 | New |
| Stephenson National Bank & Trust | 1,629 | $209.2K | 0.07% | −48−2.9% | Reduced |
| Snowden Capital Advisors LLC | 1,618 | $209.4K | 0.01% | +1,618 | New |
| Mather Group, LLC. | 1,635 | $210.0K | 0.00% | −2,150−56.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,638 | $210.3K | 0.03% | +1,638 | New |
| Sonora Investment Management Group, LLC | 1,674 | $215.0K | 0.02% | +1,674 | New |
| Calton & Associates, Inc. | 1,675 | $215.1K | 0.08% | +1,675 | New |
| Stanley-Laman Group, Ltd. | 1,685 | $216.4K | 0.03% | +1,685 | New |
| Alaska Permanent Fund Corp | 1,703 | $218.7K | 0.00% | 00.0% | Unchanged |
| Old Port Advisors | 1,708 | $219.3K | 0.06% | +1,708 | New |
| Checchi Capital Advisers, LLC | 1,733 | $222.5K | 0.02% | +1,733 | New |
| Trust Co of Toledo NA | 1,747 | $224.3K | 0.03% | −90−4.9% | Reduced |
| ASB Consultores, LLC | 1,752 | $225.0K | 0.09% | −427−19.6% | Reduced |
| Summit Trail Advisors, LLC | 1,742 | $225.3K | 0.01% | +1,742 | New |
| Trust Investment Advisors | 1,758 | $225.7K | 0.14% | +1,758 | New |
| Vinva Investment Management Ltd | 1,795 | $228.6K | 0.01% | −1,557−46.4% | Reduced |
| Roof Eidam & Maycock | 1,783 | $229.0K | 0.06% | +1,783 | New |
| Principal Securities, Inc. | 1,784 | $229.1K | 0.01% | +272+18.0% | Added |
| Clifford Swan Investment Counsel LLC | 1,800 | $231.1K | 0.01% | +1,800 | New |
| HBK Sorce Advisory LLC | 1,802 | $231.4K | 0.01% | −120−6.2% | Reduced |
| Sage Mountain Advisors LLC | 1,802 | $231.4K | 0.02% | +1,802 | New |
| Marshall Wace, LLP | 1,803 | $231.5K | 0.00% | +1,803 | New |
| Caldwell Trust Co | 1,819 | $233.6K | 0.02% | −58−3.1% | Reduced |
| Merit Financial Group, LLC | 1,821 | $233.8K | 0.01% | −831−31.3% | Reduced |
| Silver Oak Securities, Inc | 1,843 | $234.8K | 0.02% | +1,843 | New |
| Pointe Capital Management LLC | 1,829 | $234.9K | 0.14% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,842 | $236.5K | 0.00% | +16+0.9% | Added |
| Dynasty Wealth Management, LLC | 1,847 | $237.2K | 0.01% | −8−0.4% | Reduced |
| Charter Trust Co | 1,849 | $237.4K | 0.02% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 1,845 | $237.5K | 0.13% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,862 | $239.1K | 0.00% | +1,080+138.1% | Added |
| Graypoint LLC | 1,865 | $239.5K | 0.02% | +60+3.3% | Added |
| Personal Cfo Solutions, LLC | 1,870 | $240.2K | 0.03% | −173−8.5% | Reduced |
| Fermata Advisors, LLC | 1,877 | $241.0K | 0.05% | +17+0.9% | Added |
| Diversified Portfolios, Inc. | 1,878 | $241.2K | 0.03% | +1,878 | New |
| Berkshire Bank | 1,882 | $241.7K | 0.06% | +1,882 | New |
| Insight 2811, Inc. | 1,900 | $244.0K | 0.12% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2,200 | $246.7K | 0.04% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 1,929 | $247.7K | 0.06% | +1,929 | New |
| Zacks Investment Management | 1,943 | $249.5K | 0.00% | +1,943 | New |
| Hartline Investment Corp | 1,948 | $250.1K | 0.03% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,949 | $250.3K | 0.04% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,953 | $250.8K | 0.00% | +29+1.5% | Added |
| GTS Securities LLC | 1,955 | $251.0K | 0.01% | −1,099−36.0% | Reduced |
| Danske Bank A/S | 1,975 | $253.6K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,976 | $253.7K | 0.02% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 1,989 | $255.4K | 0.08% | +1,989 | New |
| Arbor Trust Wealth Advisors, LLC | 2,282 | $255.7K | 0.13% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,999 | $256.7K | 0.04% | +1,999 | New |
| XML Financial, LLC | 2,000 | $256.8K | 0.02% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 2,025 | $260.0K | 0.01% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 2,045 | $262.7K | 0.07% | +49+2.5% | Added |
| Stratos Wealth Partners, LTD. | 2,047 | $263.0K | 0.00% | −13−0.6% | Reduced |
| Coppell Advisory Solutions LLC | 2,067 | $263.4K | 0.04% | +6+0.3% | Added |
| Quadrant Capital Group LLC | 2,062 | $264.8K | 0.02% | +27+1.3% | Added |
| Evergreen Capital Management LLC | 2,055 | $266.0K | 0.01% | +150+7.9% | Added |
| Aspen Investment Management Inc | 2,088 | $268.0K | 0.13% | 00.0% | Unchanged |
| Van Eck Associates Corp | 2,062 | $268.0K | 0.00% | +2,062 | New |
| Geneos Wealth Management Inc. | 2,088 | $268.1K | 0.01% | +1,239+145.9% | Added |
| SkyOak Wealth, LLC | 2,089 | $268.2K | 0.06% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 2,092 | $268.6K | 0.01% | +2,092 | New |
| Private Trust Co NA | 2,099 | $269.5K | 0.03% | −54−2.5% | Reduced |
| AIFG Consultants Ltd. | 2,099 | $269.6K | 0.20% | 00.0% | Unchanged |
| Allworth Financial LP | 2,102 | $269.9K | 0.00% | −618−22.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,110 | $270.9K | 0.03% | −25−1.2% | Reduced |
| Regal Investment Advisors LLC | 2,113 | $271.3K | 0.02% | −16−0.8% | Reduced |
| Wealthcare Advisory Partners LLC | 2,116 | $271.7K | 0.01% | −12−0.6% | Reduced |
| NTV Asset Management LLC | 2,120 | $272.2K | 0.04% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 2,133 | $273.9K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,137 | $274.5K | 0.02% | +41+2.0% | Added |
| Cigna Investments Inc | 2,146 | $275.0K | 0.05% | −38−1.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,146 | $275.6K | 0.00% | −694−24.4% | Reduced |
| Benjamin Edwards Inc | 2,173 | $279.0K | 0.00% | +2,173 | New |
| Principal Street Partners, LLC | 2,196 | $279.3K | 0.05% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 2,191 | $281.3K | 0.10% | +20+0.9% | Added |
| Fifth Third Wealth Advisors LLC | 2,196 | $282.0K | 0.02% | +245+12.6% | Added |
| Richard W. Paul & Associates, LLC | 2,197 | $282.1K | 0.10% | −1,159−34.5% | Reduced |
| CPR Investments Inc. | 2,201 | $282.6K | 0.27% | −70−3.1% | Reduced |
| Stonegate Investment Group, LLC | 2,202 | $282.8K | 0.01% | 00.0% | Unchanged |