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 |
|---|---|---|---|---|---|
| Legacy Private Trust Co. | 5,288 | $679.0K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 5,243 | $678.6K | 0.04% | −337−6.0% | Reduced |
| Greenleaf Trust | 5,270 | $676.7K | 0.01% | −452−7.9% | Reduced |
| Tectonic Advisors LLC | 5,246 | $673.6K | 0.04% | +224+4.5% | Added |
| Ingalls & Snyder LLC | 5,238 | $673.0K | 0.03% | −33−0.6% | Reduced |
| Schechter Investment Advisors, LLC | 5,214 | $669.5K | 0.05% | +13+0.2% | Added |
| Mesirow Financial Investment Management, Inc. | 5,166 | $663.4K | 0.01% | +1,454+39.2% | Added |
| Kingsview Wealth Management, LLC | 5,117 | $657.0K | 0.01% | +5,117 | New |
| Point72 (DIFC) Ltd | 5,061 | $649.9K | 0.05% | +5,061 | New |
| D.A. Davidson & Co. | 5,037 | $646.8K | 0.01% | +119+2.4% | Added |
| Kingswood Wealth Advisors, LLC | 5,012 | $643.6K | 0.05% | −393−7.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,790 | $642.8K | 0.24% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,898 | $629.0K | 0.14% | −300−5.8% | Reduced |
| Harbor Capital Advisors, Inc. | 4,824 | $619.0K | 0.03% | +25+0.5% | Added |
| Williams Jones Wealth Management, LLC. | 4,787 | $614.7K | 0.01% | +10.0% | Added |
| Pinnacle Associates Ltd | 5,573 | $614.5K | 0.01% | −308−5.2% | Reduced |
| Simplex Trading, LLC | 4,785 | $614.0K | 0.02% | +4,785 | New |
| Kestra Private Wealth Services, LLC | 4,676 | $600.4K | 0.01% | +269+6.1% | Added |
| Wetherby Asset Management Inc | 4,672 | $599.9K | 0.03% | −13−0.3% | Reduced |
| Swiss Life Asset Management Ltd | 4,613 | $591.9K | 0.01% | −1,007−17.9% | Reduced |
| Venturi Wealth Management, LLC | 4,587 | $589.0K | 0.03% | −136−2.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,546 | $583.8K | 0.02% | +274+6.4% | Added |
| Blueshift Asset Management, LLC | 4,544 | $583.5K | 0.14% | +4,544 | New |
| Congress Wealth Management LLC | 4,528 | $581.5K | 0.01% | +4,528 | New |
| Hummer Financial Advisory Services Inc | 4,413 | $571.2K | 0.45% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 4,408 | $566.1K | 0.04% | +18+0.4% | Added |
| Resources Investment Advisors, LLC. | 4,362 | $560.1K | 0.01% | +367+9.2% | Added |
| WNY Asset Management, LLC | 4,358 | $559.6K | 0.07% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,305 | $552.8K | 0.11% | −120−2.7% | Reduced |
| Lido Advisors, LLC | 4,272 | $548.7K | 0.00% | +10.0% | Added |
| Bleakley Financial Group, LLC | 4,249 | $545.6K | 0.02% | +54+1.3% | Added |
| Jacobi Capital Management LLC | 4,202 | $539.6K | 0.04% | +172+4.3% | Added |
| Fiduciary Alliance LLC | 4,145 | $532.3K | 0.07% | 00.0% | Unchanged |
| Chicago Capital, LLC | 4,124 | $529.6K | 0.01% | +50+1.2% | Added |
| Brinker Capital Investments, LLC | 4,124 | $529.6K | 0.01% | −85−2.0% | Reduced |
| Orion Portfolio Solutions, LLC | 4,124 | $529.6K | 0.01% | −85−2.0% | Reduced |
| MGB Wealth Management, LLC | 4,152 | $529.6K | 0.19% | 00.0% | Unchanged |
| Glenview Trust Co | 4,095 | $525.8K | 0.01% | −140−3.3% | Reduced |
| Venture Visionary Partners LLC | 4,035 | $518.2K | 0.02% | +16+0.4% | Added |
| Gladstone Institutional Advisory LLC | 4,025 | $516.8K | 0.03% | +20.0% | Added |
| Schonfeld Strategic Advisors LLC | 3,984 | $511.6K | 0.00% | +1,724+76.3% | Added |
| Coldstream Capital Management Inc | 3,978 | $507.3K | 0.01% | +246+6.6% | Added |
| Massmutual Trust Co FSB | 3,947 | $506.8K | 0.01% | +313+8.6% | Added |
| Meiji Yasuda Life Insurance Co | 3,937 | $505.6K | 0.01% | +3,937 | New |
| Integrated Wealth Concepts LLC | 3,849 | $494.3K | 0.01% | +31+0.8% | Added |
| Stonebrook Private Inc. | 3,844 | $493.5K | 0.13% | −109−2.8% | Reduced |
| Stephens Consulting, LLC | 3,842 | $493.4K | 0.13% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,835 | $492.5K | 0.01% | +1,515+65.3% | Added |
| McKinley Carter Wealth Services, Inc. | 3,827 | $491.4K | 0.03% | 00.0% | Unchanged |
| Arbor Wealth Advisors LLC | 3,808 | $489.0K | 0.44% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 3,780 | $485.4K | 0.02% | −902−19.3% | Reduced |
| Montecito Bank & Trust | 3,722 | $477.9K | 0.08% | −54−1.4% | Reduced |
| My Legacy Advisors, LLC | 3,710 | $476.4K | 0.19% | −620−14.3% | Reduced |
| Secure Asset Management, LLC | 3,692 | $474.1K | 0.08% | −30−0.8% | Reduced |
| SJS Investment Consulting Inc. | 3,669 | $471.1K | 0.08% | +10.0% | Added |
| Jones Financial Companies LLLP | 3,653 | $466.5K | 0.00% | +1,815+98.7% | Added |
| Capital Asset Advisory Services LLC | 3,680 | $461.7K | 0.02% | +165+4.7% | Added |
| Farther Finance Advisors, LLC | 3,588 | $460.7K | 0.02% | +81+2.3% | Added |
| Advance Capital Management, Inc. | 3,552 | $456.1K | 0.02% | −32−0.9% | Reduced |
| Stephens Inc | 3,551 | $456.0K | 0.01% | −72−2.0% | Reduced |
| Central Trust Co | 3,551 | $456.0K | 0.01% | −119−3.2% | Reduced |
| MAI Capital Management | 3,537 | $454.2K | 0.00% | −129−3.5% | Reduced |
| GEM Asset Management, LLC | 3,625 | $454.2K | 0.26% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 3,500 | $449.4K | 0.14% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 3,436 | $441.2K | 0.01% | +1,230+55.8% | Added |
| Two Sigma Advisers, LP | 3,400 | $436.6K | 0.00% | −200−5.6% | Reduced |
| Tiaa Trust, National Association | 3,379 | $433.9K | 0.00% | +50+1.5% | Added |
| Sovereign Financial Group, Inc. | 3,364 | $432.0K | 0.10% | +10.0% | Added |
| Whittier Trust Co | 3,349 | $430.0K | 0.01% | +4+0.1% | Added |
| Csenge Advisory Group | 3,427 | $427.9K | 0.02% | −59−1.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,294 | $423.0K | 0.00% | +31+1.0% | Added |
| Ieq Capital, LLC | 3,293 | $422.8K | 0.01% | −806−19.7% | Reduced |
| Aviva PLC | 3,271 | $420.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 3,240 | $416.0K | 0.00% | −26−0.8% | Reduced |
| Ramirez Asset Management, Inc. | 3,235 | $415.4K | 0.08% | +1,205+59.4% | Added |
| V-Square Quantitative Management LLC | 3,212 | $412.5K | 0.06% | 00.0% | Unchanged |
| Assetmark, Inc | 3,154 | $405.0K | 0.00% | +301+10.6% | Added |
| EP Wealth Advisors, LLC | 3,150 | $404.4K | 0.00% | +1,336+73.6% | Added |
| Brown Wealth Management, LLC | 3,147 | $404.1K | 0.15% | +41+1.3% | Added |
| Foguth Wealth Management, LLC. | 3,202 | $401.8K | 0.15% | +747+30.4% | Added |
| Fortis Group Advisors, LLC | 3,119 | $400.5K | 0.07% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,103 | $398.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,094 | $397.4K | 0.01% | +12+0.4% | Added |
| Balanced Wealth Group LLC | 3,083 | $395.8K | 0.18% | +2+0.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,082 | $395.8K | 0.14% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 3,080 | $395.4K | 0.25% | +22+0.7% | Added |
| Syon Capital LLC | 3,052 | $391.9K | 0.03% | −74−2.4% | Reduced |
| Brookstone Capital Management | 3,037 | $390.0K | 0.01% | +324+11.9% | Added |
| Empowered Funds, LLC | 3,028 | $388.8K | 0.01% | +258+9.3% | 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 |
| Retirement Income Solutions, Inc | 2,957 | $379.7K | 0.09% | +45+1.5% | Added |
| Baker Tilly Wealth Management, LLC | 2,912 | $373.9K | 0.17% | +636+27.9% | Added |
| Pier 88 Investment Partners LLC | 2,894 | $371.6K | 0.08% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,889 | $371.0K | 0.01% | +86+3.1% | Added |
| Paragon Private Wealth Management, LLC | 2,853 | $366.4K | 0.18% | +267+10.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,798 | $359.2K | 0.07% | +839+42.8% | Added |
| Kaydan Wealth Management, Inc. | 2,797 | $359.2K | 0.11% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,769 | $355.6K | 0.03% | −9−0.3% | Reduced |