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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 2,208 | $283.5K | 0.01% | +231+11.7% | Added |
| Fiduciary Family Office, LLC | 2,224 | $285.6K | 0.09% | −105−4.5% | Reduced |
| Royal London Asset Management Ltd | 2,247 | $288.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,247 | $288.5K | 0.00% | +155+7.4% | Added |
| Vima LLC | 2,251 | $289.1K | 0.59% | −31−1.4% | Reduced |
| IHT Wealth Management, LLC | 2,252 | $289.1K | 0.01% | +2,252 | New |
| Bessemer Group Inc | 2,257 | $291.0K | 0.00% | +185+8.9% | Added |
| International Private Wealth Advisors LLC | 2,268 | $291.3K | 0.43% | −132−5.5% | Reduced |
| Bridgefront Capital, LLC | 2,293 | $294.4K | 0.11% | +2,293 | New |
| Prossimo Advisors, LLC | 2,295 | $295.0K | 0.22% | +40+1.8% | Added |
| PBMares Wealth Management LLC | 2,301 | $295.5K | 0.06% | 00.0% | Unchanged |
| Farmers Trust Co | 2,309 | $296.5K | 0.06% | −125−5.1% | Reduced |
| Essex Financial Services, Inc. | 2,343 | $300.4K | 0.02% | +2,343 | New |
| Advisory Alpha, LLC | 2,340 | $300.6K | 0.01% | −95−3.9% | Reduced |
| Redwood Wealth Management Group, LLC | 2,347 | $301.4K | 0.15% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,351 | $301.9K | 0.03% | −32−1.3% | Reduced |
| Davenport & Co LLC | 2,414 | $310.0K | 0.00% | −26−1.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 2,416 | $310.2K | 0.28% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,397 | $310.9K | 0.01% | +157+7.0% | Added |
| Reynders McVeigh Capital Management, LLC | 2,441 | $313.0K | 0.02% | −180−6.9% | Reduced |
| Trust Point Inc. | 2,447 | $314.2K | 0.02% | +11+0.5% | Added |
| Affinity Wealth Management LLC | 2,459 | $315.8K | 0.06% | 00.0% | Unchanged |
| Diversified Trust Co | 2,473 | $317.6K | 0.01% | −43−1.7% | Reduced |
| Toroso Investments, LLC | 2,490 | $319.7K | 0.00% | +96+4.0% | Added |
| Vident Advisory, LLC | 2,503 | $321.4K | 0.01% | +85+3.5% | Added |
| WealthBridge Capital Management, LLC | 2,505 | $321.7K | 0.09% | 00.0% | Unchanged |
| Romano Brothers and Company | 2,510 | $322.3K | 0.04% | −130−4.9% | Reduced |
| Client 1st Advisory Group, LLC | 2,539 | $326.0K | 0.13% | 00.0% | Unchanged |
| Atom Investors LP | 2,540 | $326.2K | 0.03% | +633+33.2% | Added |
| Signal Advisors Wealth, LLC | 2,587 | $332.2K | 0.05% | +2,587 | New |
| Sheaff Brock Investment Advisors, LLC | 2,604 | $334.3K | 0.03% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,605 | $334.5K | 0.01% | +25+1.0% | Added |
| MBB Public Markets I LLC | 2,610 | $335.1K | 0.03% | −12,190−82.4% | Reduced |
| Ronald Blue Trust, Inc. | 3,042 | $337.7K | 0.00% | +1,047+52.5% | Added |
| NorthRock Partners, LLC | 2,623 | $339.6K | 0.01% | −270−9.3% | Reduced |
| TD Waterhouse Canada Inc. | 2,642 | $340.0K | 0.00% | +291+12.4% | Added |
| Aptus Capital Advisors, LLC | 2,657 | $341.2K | 0.01% | +25+0.9% | Added |
| Icon Wealth Advisors, LLC | 2,661 | $341.7K | 0.03% | +9+0.3% | Added |
| NBT Bank N A | 2,684 | $344.7K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,685 | $344.8K | 0.01% | −61−2.2% | Reduced |
| Dark Forest Capital Management LP | 2,689 | $345.3K | 0.04% | +2,689 | New |
| Chicago Partners Investment Group LLC | 2,706 | $351.8K | 0.01% | +940+53.2% | Added |
| Quotient Wealth Partners, LLC | 2,753 | $353.5K | 0.01% | −116−4.0% | Reduced |
| HB Wealth Management, LLC | 2,754 | $353.7K | 0.00% | +95+3.6% | Added |
| Old North State Wealth Management, LLC | 2,751 | $353.8K | 0.20% | +947+52.5% | Added |
| Confluence Wealth Services, Inc. | 2,769 | $355.6K | 0.03% | −9−0.3% | Reduced |
| Kaydan Wealth Management, Inc. | 2,797 | $359.2K | 0.11% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 2,798 | $359.2K | 0.07% | +839+42.8% | Added |
| Paragon Private Wealth Management, LLC | 2,853 | $366.4K | 0.18% | +267+10.3% | Added |
| Signaturefd, LLC | 2,889 | $371.0K | 0.01% | +86+3.1% | Added |
| Pier 88 Investment Partners LLC | 2,894 | $371.6K | 0.08% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,912 | $373.9K | 0.17% | +636+27.9% | Added |
| Retirement Income Solutions, Inc | 2,957 | $379.7K | 0.09% | +45+1.5% | Added |
| Inscription Capital, LLC | 3,000 | $385.2K | 0.06% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 3,000 | $385.2K | 0.04% | 00.0% | Unchanged |
| Aquila Investment Management LLC | 3,000 | $385.2K | 0.43% | +3,000 | New |
| Empowered Funds, LLC | 3,028 | $388.8K | 0.01% | +258+9.3% | Added |
| Brookstone Capital Management | 3,037 | $390.0K | 0.01% | +324+11.9% | Added |
| Syon Capital LLC | 3,052 | $391.9K | 0.03% | −74−2.4% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 3,080 | $395.4K | 0.25% | +22+0.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,082 | $395.8K | 0.14% | 00.0% | Unchanged |
| Balanced Wealth Group LLC | 3,083 | $395.8K | 0.18% | +2+0.1% | Added |
| Fiduciary Trust Co | 3,094 | $397.4K | 0.01% | +12+0.4% | Added |
| Lazard Asset Management LLC | 3,103 | $398.0K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,119 | $400.5K | 0.07% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 3,202 | $401.8K | 0.15% | +747+30.4% | Added |
| Brown Wealth Management, LLC | 3,147 | $404.1K | 0.15% | +41+1.3% | Added |
| EP Wealth Advisors, LLC | 3,150 | $404.4K | 0.00% | +1,336+73.6% | Added |
| Assetmark, Inc | 3,154 | $405.0K | 0.00% | +301+10.6% | Added |
| V-Square Quantitative Management LLC | 3,212 | $412.5K | 0.06% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 3,235 | $415.4K | 0.08% | +1,205+59.4% | Added |
| Keybank National Association | 3,240 | $416.0K | 0.00% | −26−0.8% | Reduced |
| Aviva PLC | 3,271 | $420.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,293 | $422.8K | 0.01% | −806−19.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,294 | $423.0K | 0.00% | +31+1.0% | Added |
| Csenge Advisory Group | 3,427 | $427.9K | 0.02% | −59−1.7% | Reduced |
| Whittier Trust Co | 3,349 | $430.0K | 0.01% | +4+0.1% | Added |
| Sovereign Financial Group, Inc. | 3,364 | $432.0K | 0.10% | +10.0% | Added |
| Tiaa Trust, National Association | 3,379 | $433.9K | 0.00% | +50+1.5% | Added |
| Two Sigma Advisers, LP | 3,400 | $436.6K | 0.00% | −200−5.6% | Reduced |
| NewEdge Wealth, LLC | 3,436 | $441.2K | 0.01% | +1,230+55.8% | Added |
| Wellington Shields & Co., LLC | 3,500 | $449.4K | 0.14% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 3,625 | $454.2K | 0.26% | 00.0% | Unchanged |
| MAI Capital Management | 3,537 | $454.2K | 0.00% | −129−3.5% | Reduced |
| Central Trust Co | 3,551 | $456.0K | 0.01% | −119−3.2% | Reduced |
| Stephens Inc | 3,551 | $456.0K | 0.01% | −72−2.0% | Reduced |
| Advance Capital Management, Inc. | 3,552 | $456.1K | 0.02% | −32−0.9% | Reduced |
| Farther Finance Advisors, LLC | 3,588 | $460.7K | 0.02% | +81+2.3% | Added |
| Capital Asset Advisory Services LLC | 3,680 | $461.7K | 0.02% | +165+4.7% | Added |
| Jones Financial Companies LLLP | 3,653 | $466.5K | 0.00% | +1,815+98.7% | Added |
| SJS Investment Consulting Inc. | 3,669 | $471.1K | 0.08% | +10.0% | Added |
| Secure Asset Management, LLC | 3,692 | $474.1K | 0.08% | −30−0.8% | Reduced |
| My Legacy Advisors, LLC | 3,710 | $476.4K | 0.19% | −620−14.3% | Reduced |
| Montecito Bank & Trust | 3,722 | $477.9K | 0.08% | −54−1.4% | Reduced |
| SageView Advisory Group, LLC | 3,780 | $485.4K | 0.02% | −902−19.3% | Reduced |
| Arbor Wealth Advisors LLC | 3,808 | $489.0K | 0.44% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,827 | $491.4K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,835 | $492.5K | 0.01% | +1,515+65.3% | Added |
| Stephens Consulting, LLC | 3,842 | $493.4K | 0.13% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 3,844 | $493.5K | 0.13% | −109−2.8% | Reduced |