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, Q4 2024
Institutional positions in Dte Energy Co as of Dec 31, 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
- 879
- +48 vs. Q3 2024
- Shares held
- 159.6M
- +1.26M (+0.8%) vs. Q3 2024
- Total value
- $19.3B
- −$1.05B (−5.1%) vs. Q3 2024
- New holders
- 121
- 365 more added
- Sold out
- 73
- 233 more reduced
15 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Dte Energy Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Paragon Private Wealth Management, LLC | 3,213 | $388.0K | 0.18% | +360+12.6% | Added |
| Baker Tilly Wealth Management, LLC | 3,204 | $386.9K | 0.15% | +292+10.0% | Added |
| Signaturefd, LLC | 3,200 | $386.4K | 0.01% | +311+10.8% | Added |
| EP Wealth Advisors, LLC | 3,172 | $383.0K | 0.00% | +22+0.7% | Added |
| Fortis Group Advisors, LLC | 3,119 | $376.6K | 0.07% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,094 | $373.7K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 3,082 | $372.2K | 0.14% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 3,080 | $371.9K | 0.23% | 00.0% | Unchanged |
| Brown Wealth Management, LLC | 3,074 | $371.2K | 0.13% | −73−2.3% | Reduced |
| Balanced Wealth Group LLC | 3,087 | $370.0K | 0.17% | +4+0.1% | Added |
| MUFG Securities Americas Inc. | 3,058 | $369.3K | 0.05% | +3,058 | New |
| Brookstone Capital Management | 3,034 | $366.4K | 0.01% | −3−0.1% | Reduced |
| Palisade Asset Management, LLC | 3,000 | $362.3K | 0.04% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 3,000 | $362.3K | 0.03% | +3,000 | New |
| Neo Ivy Capital Management | 2,991 | $361.0K | 0.07% | −11,747−79.7% | Reduced |
| Retirement Income Solutions, Inc | 2,983 | $360.2K | 0.07% | +26+0.9% | Added |
| Nemes Rush Group LLC | 2,950 | $356.3K | 0.04% | +750+34.1% | Added |
| V-Square Quantitative Management LLC | 2,942 | $355.2K | 0.05% | −270−8.4% | Reduced |
| Aptus Capital Advisors, LLC | 2,923 | $354.9K | 0.00% | +266+10.0% | Added |
| Sagespring Wealth Partners, LLC | 2,903 | $350.5K | 0.01% | +2,903 | New |
| Financial Advisors Network, Inc. | 2,903 | $350.5K | 0.06% | +2,903 | New |
| Confluence Wealth Services, Inc. | 2,928 | $349.9K | 0.02% | +159+5.7% | Added |
| Pier 88 Investment Partners LLC | 2,894 | $349.5K | 0.07% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,841 | $343.1K | 0.00% | +351+14.1% | Added |
| We Are One Seven, LLC | 2,798 | $337.9K | 0.01% | +2,798 | New |
| Farther Finance Advisors, LLC | 2,798 | $337.8K | 0.01% | −790−22.0% | Reduced |
| Kaydan Wealth Management, Inc. | 2,797 | $337.7K | 0.11% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,790 | $336.9K | 0.01% | +287+11.5% | Added |
| Claris Financial LLC | 2,767 | $334.1K | 0.22% | +2,767 | New |
| NBT Bank N A | 2,684 | $324.1K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,674 | $322.9K | 0.01% | +466+21.1% | Added |
| Icon Wealth Advisors, LLC | 2,661 | $321.3K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,657 | $320.8K | 0.00% | −14,843−84.8% | Reduced |
| Tiaa Trust, National Association | 2,621 | $316.5K | 0.00% | −758−22.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,604 | $314.4K | 0.03% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,597 | $313.6K | 0.01% | −8−0.3% | Reduced |
| Sage Mountain Advisors LLC | 2,570 | $310.3K | 0.02% | +768+42.6% | Added |
| NorthRock Partners, LLC | 2,527 | $307.8K | 0.01% | −96−3.7% | Reduced |
| Smartleaf Asset Management LLC | 2,551 | $307.5K | 0.03% | +1,118+78.0% | Added |
| J2 Capital Management Inc | 2,528 | $305.3K | 0.29% | +2,528 | New |
| Pensionmark Financial Group, LLC | 2,524 | $304.8K | 0.01% | +432+20.7% | Added |
| Wealthcare Advisory Partners LLC | 2,515 | $303.7K | 0.01% | +399+18.9% | Added |
| Romano Brothers and Company | 2,510 | $303.1K | 0.04% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 2,505 | $302.5K | 0.08% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,475 | $298.9K | 0.01% | +135+5.8% | Added |
| Midwest Capital Advisors, LLC | 2,467 | $297.9K | 0.22% | +2,467 | New |
| Affinity Wealth Management LLC | 2,459 | $296.9K | 0.05% | 00.0% | Unchanged |
| Trust Point Inc. | 2,450 | $295.8K | 0.02% | +3+0.1% | Added |
| Ronald Blue Trust, Inc. | 2,446 | $295.4K | 0.00% | −596−19.6% | Reduced |
| Spire Wealth Management | 2,435 | $294.1K | 0.01% | +1,892+348.4% | Added |
| Allworth Financial LP | 2,438 | $293.1K | 0.00% | +336+16.0% | Added |
| Winthrop Capital Management, LLC | 2,424 | $292.0K | 0.08% | +2,424 | New |
| MeadowBrook Investment Advisors LLC | 2,416 | $291.7K | 0.26% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,414 | $291.5K | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,381 | $287.5K | 0.02% | +38+1.6% | Added |
| Redwood Wealth Management Group, LLC | 2,357 | $284.6K | 0.14% | +10+0.4% | Added |
| TCI Wealth Advisors, Inc. | 2,354 | $284.2K | 0.02% | +3+0.1% | Added |
| Diversified Trust Co | 2,348 | $283.5K | 0.01% | −125−5.1% | Reduced |
| International Private Wealth Advisors LLC | 2,311 | $279.0K | 0.28% | +43+1.9% | Added |
| Zacks Investment Management | 2,308 | $278.7K | 0.00% | +365+18.8% | Added |
| Prossimo Advisors, LLC | 2,306 | $278.0K | 0.20% | +11+0.5% | Added |
| PBMares Wealth Management LLC | 2,301 | $277.8K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 2,282 | $275.6K | 0.03% | +183+8.7% | Added |
| Discipline Wealth Solutions, LLC | 2,246 | $271.2K | 0.13% | +2,246 | New |
| Principal Securities, Inc. | 2,236 | $270.0K | 0.01% | +452+25.3% | Added |
| Farmers Trust Co | 2,216 | $267.6K | 0.05% | −93−4.0% | Reduced |
| Oxler Private Wealth LLC | 2,209 | $266.7K | 0.09% | +18+0.8% | Added |
| Reynders McVeigh Capital Management, LLC | 2,205 | $266.0K | 0.01% | −236−9.7% | Reduced |
| Benjamin Edwards Inc | 2,201 | $265.8K | 0.00% | +28+1.3% | Added |
| PEAK6 LLC | 2,200 | $265.6K | 0.01% | +2,200 | New |
| HBK Sorce Advisory LLC | 2,199 | $265.5K | 0.01% | +397+22.0% | Added |
| Richard W. Paul & Associates, LLC | 2,197 | $265.3K | 0.10% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,196 | $265.2K | 0.05% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 2,195 | $265.0K | 0.01% | −558−20.3% | Reduced |
| Stonegate Investment Group, LLC | 2,194 | $264.9K | 0.01% | −8−0.4% | Reduced |
| Belpointe Asset Management LLC | 2,117 | $264.7K | 0.02% | −20−0.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,188 | $264.2K | 0.00% | +42+2.0% | Added |
| Fifth Third Wealth Advisors LLC | 2,174 | $262.5K | 0.01% | −22−1.0% | Reduced |
| SkyOak Wealth, LLC | 2,174 | $262.4K | 0.06% | +85+4.1% | Added |
| Apollon Wealth Management, LLC | 2,161 | $261.0K | 0.01% | −524−19.5% | Reduced |
| Jain Global LLC | 2,147 | $259.3K | 0.01% | +2,147 | New |
| Agp Franklin, LLC | 2,145 | $259.0K | 0.16% | +2,145 | New |
| Whittier Trust Co | 2,145 | $259.0K | 0.00% | −1,204−36.0% | Reduced |
| WBH Advisory Inc | 2,142 | $258.7K | 0.02% | +2,142 | New |
| Stratos Wealth Partners, LTD. | 2,139 | $258.4K | 0.00% | +92+4.5% | Added |
| Summit Financial Strategies, Inc. | 2,133 | $257.6K | 0.03% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,130 | $257.1K | 0.02% | +17+0.8% | Added |
| NTV Asset Management LLC | 2,120 | $256.0K | 0.03% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 2,057 | $255.4K | 0.06% | +12+0.6% | Added |
| Geneos Wealth Management Inc. | 2,107 | $254.4K | 0.01% | +19+0.9% | Added |
| Parallax Volatility Advisers, L.P. | 2,105 | $254.2K | 0.01% | +2,105 | New |
| AIFG Consultants Ltd. | 2,100 | $253.5K | 0.41% | +10.0% | Added |
| Cigna Investments Inc | 2,091 | $253.0K | 0.04% | −55−2.6% | Reduced |
| Evergreen Capital Management LLC | 2,075 | $252.8K | 0.01% | +20+1.0% | Added |
| Bessemer Group Inc | 2,085 | $252.0K | 0.00% | −172−7.6% | Reduced |
| Aspen Investment Management Inc | 2,088 | $252.0K | 0.12% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,062 | $248.5K | 0.04% | −5−0.2% | Reduced |
| Centiva Capital, LP | 2,056 | $248.3K | 0.01% | −7,793−79.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,027 | $244.8K | 0.03% | −83−3.9% | Reduced |
| WSFS Capital Management, LLC | 2,025 | $244.5K | 0.01% | 00.0% | Unchanged |