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 |
|---|---|---|---|---|---|
| Old North State Wealth Management, LLC | 2,751 | $353.8K | 0.20% | +947+52.5% | Added |
| HB Wealth Management, LLC | 2,754 | $353.7K | 0.00% | +95+3.6% | Added |
| Quotient Wealth Partners, LLC | 2,753 | $353.5K | 0.01% | −116−4.0% | Reduced |
| Chicago Partners Investment Group LLC | 2,706 | $351.8K | 0.01% | +940+53.2% | Added |
| Dark Forest Capital Management LP | 2,689 | $345.3K | 0.04% | +2,689 | New |
| Apollon Wealth Management, LLC | 2,685 | $344.8K | 0.01% | −61−2.2% | Reduced |
| NBT Bank N A | 2,684 | $344.7K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,661 | $341.7K | 0.03% | +9+0.3% | Added |
| Aptus Capital Advisors, LLC | 2,657 | $341.2K | 0.01% | +25+0.9% | Added |
| TD Waterhouse Canada Inc. | 2,642 | $340.0K | 0.00% | +291+12.4% | Added |
| NorthRock Partners, LLC | 2,623 | $339.6K | 0.01% | −270−9.3% | Reduced |
| Ronald Blue Trust, Inc. | 3,042 | $337.7K | 0.00% | +1,047+52.5% | Added |
| MBB Public Markets I LLC | 2,610 | $335.1K | 0.03% | −12,190−82.4% | Reduced |
| Foundations Investment Advisors, LLC | 2,605 | $334.5K | 0.01% | +25+1.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 2,604 | $334.3K | 0.03% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 2,587 | $332.2K | 0.05% | +2,587 | New |
| Atom Investors LP | 2,540 | $326.2K | 0.03% | +633+33.2% | Added |
| Client 1st Advisory Group, LLC | 2,539 | $326.0K | 0.13% | 00.0% | Unchanged |
| Romano Brothers and Company | 2,510 | $322.3K | 0.04% | −130−4.9% | Reduced |
| WealthBridge Capital Management, LLC | 2,505 | $321.7K | 0.09% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,503 | $321.4K | 0.01% | +85+3.5% | Added |
| Toroso Investments, LLC | 2,490 | $319.7K | 0.00% | +96+4.0% | Added |
| Diversified Trust Co | 2,473 | $317.6K | 0.01% | −43−1.7% | Reduced |
| Affinity Wealth Management LLC | 2,459 | $315.8K | 0.06% | 00.0% | Unchanged |
| Trust Point Inc. | 2,447 | $314.2K | 0.02% | +11+0.5% | Added |
| Reynders McVeigh Capital Management, LLC | 2,441 | $313.0K | 0.02% | −180−6.9% | Reduced |
| CAPROCK Group, Inc. | 2,397 | $310.9K | 0.01% | +157+7.0% | Added |
| MeadowBrook Investment Advisors LLC | 2,416 | $310.2K | 0.28% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,414 | $310.0K | 0.00% | −26−1.1% | Reduced |
| TCI Wealth Advisors, Inc. | 2,351 | $301.9K | 0.03% | −32−1.3% | Reduced |
| Redwood Wealth Management Group, LLC | 2,347 | $301.4K | 0.15% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,340 | $300.6K | 0.01% | −95−3.9% | Reduced |
| Essex Financial Services, Inc. | 2,343 | $300.4K | 0.02% | +2,343 | New |
| Farmers Trust Co | 2,309 | $296.5K | 0.06% | −125−5.1% | Reduced |
| PBMares Wealth Management LLC | 2,301 | $295.5K | 0.06% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 2,295 | $295.0K | 0.22% | +40+1.8% | Added |
| Bridgefront Capital, LLC | 2,293 | $294.4K | 0.11% | +2,293 | New |
| International Private Wealth Advisors LLC | 2,268 | $291.3K | 0.43% | −132−5.5% | Reduced |
| Bessemer Group Inc | 2,257 | $291.0K | 0.00% | +185+8.9% | Added |
| IHT Wealth Management, LLC | 2,252 | $289.1K | 0.01% | +2,252 | New |
| Vima LLC | 2,251 | $289.1K | 0.59% | −31−1.4% | 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 |
| Fiduciary Family Office, LLC | 2,224 | $285.6K | 0.09% | −105−4.5% | Reduced |
| Parallel Advisors, LLC | 2,208 | $283.5K | 0.01% | +231+11.7% | Added |
| Stonegate Investment Group, LLC | 2,202 | $282.8K | 0.01% | 00.0% | Unchanged |
| CPR Investments Inc. | 2,201 | $282.6K | 0.27% | −70−3.1% | Reduced |
| Richard W. Paul & Associates, LLC | 2,197 | $282.1K | 0.10% | −1,159−34.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,196 | $282.0K | 0.02% | +245+12.6% | Added |
| Oxler Private Wealth LLC | 2,191 | $281.3K | 0.10% | +20+0.9% | Added |
| Principal Street Partners, LLC | 2,196 | $279.3K | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,173 | $279.0K | 0.00% | +2,173 | New |
| Prime Capital Investment Advisors, LLC | 2,146 | $275.6K | 0.00% | −694−24.4% | Reduced |
| Cigna Investments Inc | 2,146 | $275.0K | 0.05% | −38−1.7% | Reduced |
| Belpointe Asset Management LLC | 2,137 | $274.5K | 0.02% | +41+2.0% | Added |
| Summit Financial Strategies, Inc. | 2,133 | $273.9K | 0.03% | 00.0% | Unchanged |
| NTV Asset Management LLC | 2,120 | $272.2K | 0.04% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 2,116 | $271.7K | 0.01% | −12−0.6% | Reduced |
| Regal Investment Advisors LLC | 2,113 | $271.3K | 0.02% | −16−0.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,110 | $270.9K | 0.03% | −25−1.2% | Reduced |
| Allworth Financial LP | 2,102 | $269.9K | 0.00% | −618−22.7% | Reduced |
| AIFG Consultants Ltd. | 2,099 | $269.6K | 0.20% | 00.0% | Unchanged |
| Private Trust Co NA | 2,099 | $269.5K | 0.03% | −54−2.5% | Reduced |
| Pensionmark Financial Group, LLC | 2,092 | $268.6K | 0.01% | +2,092 | New |
| SkyOak Wealth, LLC | 2,089 | $268.2K | 0.06% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,088 | $268.1K | 0.01% | +1,239+145.9% | 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 |
| Evergreen Capital Management LLC | 2,055 | $266.0K | 0.01% | +150+7.9% | Added |
| Quadrant Capital Group LLC | 2,062 | $264.8K | 0.02% | +27+1.3% | Added |
| Coppell Advisory Solutions LLC | 2,067 | $263.4K | 0.04% | +6+0.3% | Added |
| Stratos Wealth Partners, LTD. | 2,047 | $263.0K | 0.00% | −13−0.6% | Reduced |
| Asset Allocation Strategies LLC | 2,045 | $262.7K | 0.07% | +49+2.5% | Added |
| WSFS Capital Management, LLC | 2,025 | $260.0K | 0.01% | 00.0% | Unchanged |
| XML Financial, LLC | 2,000 | $256.8K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,999 | $256.7K | 0.04% | +1,999 | New |
| Arbor Trust Wealth Advisors, LLC | 2,282 | $255.7K | 0.13% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 1,989 | $255.4K | 0.08% | +1,989 | New |
| Smith, Moore & Co. | 1,976 | $253.7K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 1,975 | $253.6K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 1,955 | $251.0K | 0.01% | −1,099−36.0% | Reduced |
| Equitable Holdings, Inc. | 1,953 | $250.8K | 0.00% | +29+1.5% | Added |
| Quantum Financial Advisors, LLC | 1,949 | $250.3K | 0.04% | 00.0% | Unchanged |
| Hartline Investment Corp | 1,948 | $250.1K | 0.03% | 00.0% | Unchanged |
| Zacks Investment Management | 1,943 | $249.5K | 0.00% | +1,943 | New |
| Atlanta Consulting Group Advisors, LLC | 1,929 | $247.7K | 0.06% | +1,929 | New |
| Nemes Rush Group LLC | 2,200 | $246.7K | 0.04% | 00.0% | Unchanged |
| Insight 2811, Inc. | 1,900 | $244.0K | 0.12% | 00.0% | Unchanged |
| Berkshire Bank | 1,882 | $241.7K | 0.06% | +1,882 | New |
| Diversified Portfolios, Inc. | 1,878 | $241.2K | 0.03% | +1,878 | New |
| Fermata Advisors, LLC | 1,877 | $241.0K | 0.05% | +17+0.9% | Added |
| Personal Cfo Solutions, LLC | 1,870 | $240.2K | 0.03% | −173−8.5% | Reduced |
| Graypoint LLC | 1,865 | $239.5K | 0.02% | +60+3.3% | Added |
| Federated Hermes, Inc. | 1,862 | $239.1K | 0.00% | +1,080+138.1% | Added |
| Triton Wealth Management, PLLC | 1,845 | $237.5K | 0.13% | 00.0% | Unchanged |
| Charter Trust Co | 1,849 | $237.4K | 0.02% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 1,847 | $237.2K | 0.01% | −8−0.4% | Reduced |
| Gateway Investment Advisers LLC | 1,842 | $236.5K | 0.00% | +16+0.9% | Added |
| Pointe Capital Management LLC | 1,829 | $234.9K | 0.14% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,843 | $234.8K | 0.02% | +1,843 | New |