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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 1,821 | $233.8K | 0.01% | −831−31.3% | Reduced |
| Caldwell Trust Co | 1,819 | $233.6K | 0.02% | −58−3.1% | Reduced |
| Marshall Wace, LLP | 1,803 | $231.5K | 0.00% | +1,803 | 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 |
| Clifford Swan Investment Counsel LLC | 1,800 | $231.1K | 0.01% | +1,800 | New |
| Principal Securities, Inc. | 1,784 | $229.1K | 0.01% | +272+18.0% | Added |
| Roof Eidam & Maycock | 1,783 | $229.0K | 0.06% | +1,783 | New |
| Vinva Investment Management Ltd | 1,795 | $228.6K | 0.01% | −1,557−46.4% | Reduced |
| Trust Investment Advisors | 1,758 | $225.7K | 0.14% | +1,758 | New |
| Summit Trail Advisors, LLC | 1,742 | $225.3K | 0.01% | +1,742 | New |
| ASB Consultores, LLC | 1,752 | $225.0K | 0.09% | −427−19.6% | Reduced |
| Trust Co of Toledo NA | 1,747 | $224.3K | 0.03% | −90−4.9% | Reduced |
| Checchi Capital Advisers, LLC | 1,733 | $222.5K | 0.02% | +1,733 | New |
| Old Port Advisors | 1,708 | $219.3K | 0.06% | +1,708 | New |
| Alaska Permanent Fund Corp | 1,703 | $218.7K | 0.00% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,685 | $216.4K | 0.03% | +1,685 | New |
| Calton & Associates, Inc. | 1,675 | $215.1K | 0.08% | +1,675 | New |
| Sonora Investment Management Group, LLC | 1,674 | $215.0K | 0.02% | +1,674 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,638 | $210.3K | 0.03% | +1,638 | New |
| Mather Group, LLC. | 1,635 | $210.0K | 0.00% | −2,150−56.8% | Reduced |
| Snowden Capital Advisors LLC | 1,618 | $209.4K | 0.01% | +1,618 | New |
| Stephenson National Bank & Trust | 1,629 | $209.2K | 0.07% | −48−2.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,626 | $208.8K | 0.04% | +1,626 | New |
| SC&H Financial Advisors, Inc. | 1,620 | $208.1K | 0.05% | +1,620 | New |
| Affinity Investment Advisors, LLC | 1,620 | $208.0K | 0.14% | +1,620 | New |
| Steward Partners Investment Advisory, LLC | 1,607 | $206.4K | 0.00% | +86+5.7% | Added |
| Waldron Private Wealth LLC | 1,595 | $204.8K | 0.01% | +1,595 | New |
| Cranbrook Wealth Management, LLC | 1,586 | $203.6K | 0.05% | 00.0% | Unchanged |
| Second Line Capital, LLC | 1,567 | $202.9K | 0.06% | +1,567 | New |
| Enterprise Financial Services Corp | 1,579 | $202.8K | 0.12% | +1,579 | New |
| Consolidated Portfolio Review Corp | 1,566 | $201.1K | 0.04% | +1,566 | New |
| Lake Street Advisors Group, LLC | 1,548 | $200.3K | 0.01% | +1,548 | New |
| Delta Asset Management LLC | 1,551 | $199.2K | 0.02% | −10−0.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,538 | $197.5K | 0.01% | +50+3.4% | Added |
| MCF Advisors LLC | 1,509 | $195.4K | 0.01% | −502−25.0% | Reduced |
| Smartleaf Asset Management LLC | 1,433 | $182.5K | 0.02% | +240+20.1% | Added |
| Richardson Financial Services Inc. | 1,635 | $181.5K | 0.12% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,390 | $178.0K | 0.00% | −867−38.4% | Reduced |
| GHP Investment Advisors, Inc. | 1,372 | $176.2K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 1,360 | $174.6K | 0.00% | +1,360 | New |
| Clearstead Advisors, LLC | 1,353 | $173.7K | 0.00% | +17+1.3% | Added |
| Rothschild Investment LLC | 1,348 | $173.1K | 0.01% | +39+3.0% | Added |
| Financial Perspectives, Inc | 1,340 | $172.1K | 0.06% | +6+0.4% | Added |
| Continuum Advisory, LLC | 1,428 | $170.5K | 0.02% | −56−3.8% | Reduced |
| TD Private Client Wealth LLC | 1,258 | $161.5K | 0.00% | +217+20.8% | Added |
| Bryn Mawr Trust Co | 1,204 | $154.6K | 0.00% | +1,204 | New |
| Catalyst Funds Management Pty Ltd | 1,200 | $154.1K | 0.03% | +1,200 | New |
| Burkett Financial Services, LLC | 1,136 | $145.8K | 0.06% | +10+0.9% | Added |
| S.A. Mason LLC | 1,125 | $144.5K | 0.08% | +5+0.4% | Added |
| EverSource Wealth Advisors, LLC | 1,115 | $143.2K | 0.01% | +32+3.0% | Added |
| Ostrum Asset Management | 1,101 | $141.4K | 0.01% | +14+1.3% | Added |
| Quest Partners LLC | 1,074 | $137.9K | 0.01% | +1,069+21,380.0% | Added |
| Riverview Trust Co | 1,053 | $135.2K | 0.12% | 00.0% | Unchanged |
| Webster Bank, N. A. | 995 | $127.8K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 995 | $127.8K | 0.05% | −15−1.5% | Reduced |
| GeoWealth Management, LLC | 994 | $127.6K | 0.00% | +994 | New |
| Lindbrook Capital, LLC | 959 | $123.1K | 0.01% | −65−6.3% | Reduced |
| Washington Trust Advisors, Inc. | 955 | $122.7K | 0.01% | +31+3.4% | Added |
| Pacific Center for Financial Services | 920 | $118.1K | 0.03% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 912 | $117.1K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 900 | $116.0K | 0.05% | 00.0% | Unchanged |
| NBC Securities, Inc. | 889 | $114.0K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 882 | $113.3K | 0.08% | −234−21.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 854 | $109.7K | 0.01% | −90−9.5% | Reduced |
| First Command Advisory Services, Inc. | 852 | $109.4K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 835 | $107.2K | 0.01% | −1,000−54.5% | Reduced |
| Global Retirement Partners, LLC | 835 | $107.2K | 0.00% | +130+18.4% | Added |
| Quarry LP | 832 | $106.8K | 0.03% | +183+28.2% | Added |
| Concord Wealth Partners | 821 | $105.4K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 818 | $105.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 793 | $102.0K | 0.00% | +48+6.4% | Added |
| American National Bank | 752 | $96.6K | 0.01% | −538−41.7% | Reduced |
| Essex Investment Management Co LLC | 735 | $94.4K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 734 | $94.3K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 725 | $90.0K | 0.04% | +107+17.3% | Added |
| Acadian Asset Management LLC | 695 | $89.0K | 0.00% | −2,296−76.8% | Reduced |
| United Community Bank | 677 | $86.9K | 0.03% | −55−7.5% | Reduced |
| Cromwell Holdings LLC | 657 | $85.0K | 0.05% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 647 | $83.1K | 0.03% | +647 | New |
| Atticus Wealth Management, LLC | 635 | $81.5K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 604 | $77.6K | 0.01% | −100−14.2% | Reduced |
| TCTC Holdings, LLC | 604 | $77.6K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 600 | $77.0K | 0.04% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 580 | $74.5K | 0.00% | +580 | New |
| AllSquare Wealth Management LLC | 552 | $70.9K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 544 | $69.9K | 0.00% | −64−10.5% | Reduced |
| Spire Wealth Management | 543 | $69.8K | 0.00% | +9+1.7% | Added |
| Duncker Streett & Co Inc | 543 | $69.7K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 516 | $66.2K | 0.01% | +5+1.0% | Added |
| Crewe Advisors LLC | 509 | $65.4K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 508 | $65.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 500 | $64.2K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 500 | $64.2K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 497 | $63.8K | 0.02% | +160+47.5% | Added |
| Parkside Financial Bank & Trust | 496 | $63.7K | 0.01% | +1+0.2% | Added |
| Toth Financial Advisory Corp | 489 | $62.8K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 467 | $60.4K | 0.05% | 00.0% | Unchanged |
| Optiver Holding B.V. | 431 | $55.3K | 0.00% | +254+143.5% | Added |
| Heritage Wealth Advisors | 421 | $54.1K | 0.00% | +21+5.3% | Added |