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, Q1 2025
Institutional positions in Dte Energy Co as of Mar 31, 2025. 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
- 923
- +60 vs. Q4 2024
- Shares held
- 162.0M
- +2.93M (+1.8%) vs. Q4 2024
- Total value
- $22.4B
- +$3.19B (+16.6%) vs. Q4 2024
- New holders
- 120
- 335 more added
- Sold out
- 60
- 282 more reduced
16 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Dte Energy Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| iA Global Asset Management Inc. | 2,839 | $393.0K | 0.01% | +2,839 | New |
| Global Assets Advisory, LLC | 3,000 | $395.8K | 0.07% | +3,000 | New |
| State of Wyoming | 2,879 | $398.1K | 0.05% | +2,879 | New |
| Pier 88 Investment Partners LLC | 2,894 | $400.2K | 0.08% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 2,900 | $401.0K | 0.01% | +2,900 | New |
| Integrity Alliance, LLC. | 2,939 | $406.3K | 0.02% | +2,939 | New |
| V-Square Quantitative Management LLC | 2,942 | $406.8K | 0.06% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,971 | $410.8K | 0.11% | −882−22.9% | Reduced |
| Aptus Capital Advisors, LLC | 2,979 | $412.0K | 0.00% | +56+1.9% | Added |
| R Squared Ltd | 2,990 | $413.4K | 0.44% | +2,990 | New |
| Financial Advisors Network, Inc. | 2,994 | $414.0K | 0.07% | +91+3.1% | Added |
| Palisade Asset Management, LLC | 3,000 | $414.8K | 0.04% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 3,000 | $414.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 3,023 | $418.0K | 0.29% | −57−1.9% | Reduced |
| Retirement Income Solutions, Inc | 3,028 | $418.7K | 0.09% | +45+1.5% | Added |
| Brookstone Capital Management | 3,042 | $420.7K | 0.01% | +8+0.3% | Added |
| FORA Capital, LLC | 3,074 | $425.0K | 0.04% | +3,074 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 3,082 | $426.1K | 0.15% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 3,086 | $426.7K | 0.20% | −127−4.0% | Reduced |
| Balanced Wealth Group LLC | 3,087 | $426.8K | 0.21% | 00.0% | Unchanged |
| Brown Wealth Management, LLC | 3,103 | $429.0K | 0.15% | +29+0.9% | Added |
| Assetmark, Inc | 3,133 | $433.2K | 0.00% | −402−11.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,165 | $437.6K | 0.13% | +3,165 | New |
| Signaturefd, LLC | 3,171 | $438.5K | 0.01% | −29−0.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,171 | $438.5K | 0.01% | +983+44.9% | Added |
| True Link Financial Advisors, LLC | 3,233 | $447.0K | 0.03% | +3,233 | New |
| Ramirez Asset Management, Inc. | 3,235 | $447.3K | 0.09% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,235 | $447.3K | 0.00% | +3,235 | New |
| Baker Tilly Wealth Management, LLC | 3,237 | $447.6K | 0.18% | +33+1.0% | Added |
| CAPROCK Group, Inc. | 3,255 | $455.4K | 0.01% | −48−1.5% | Reduced |
| Montecito Bank & Trust | 3,304 | $456.8K | 0.08% | +25+0.8% | Added |
| Sagespring Wealth Partners, LLC | 3,309 | $457.6K | 0.01% | +406+14.0% | Added |
| Csenge Advisory Group | 3,433 | $458.5K | 0.03% | +162+5.0% | Added |
| Sovereign Financial Group, Inc. | 3,342 | $462.1K | 0.11% | −2−0.1% | Reduced |
| Walleye Trading LLC | 3,360 | $464.6K | 0.01% | +3,192+1,900.0% | Added |
| Huber Capital Management LLC | 3,384 | $467.9K | 0.09% | −700−17.1% | Reduced |
| Old North State Wealth Management, LLC | 3,389 | $469.6K | 0.26% | +160+5.0% | Added |
| Signal Advisors Wealth, LLC | 3,402 | $470.3K | 0.05% | −3−0.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 3,447 | $476.6K | 0.02% | +117+3.5% | Added |
| Aviva PLC | 3,463 | $478.8K | 0.00% | +192+5.9% | Added |
| Wellington Shields & Co., LLC | 3,500 | $483.9K | 0.15% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 3,557 | $491.8K | 0.05% | −197−5.2% | Reduced |
| South Dakota Investment Council | 3,600 | $498.0K | 0.01% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 3,618 | $499.0K | 0.28% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,646 | $504.1K | 0.02% | +2,027+125.2% | Added |
| MUFG Securities Americas Inc. | 3,668 | $507.2K | 0.06% | +610+19.9% | Added |
| Ethos Financial Group, LLC | 3,668 | $507.2K | 0.05% | +3,668 | New |
| SJS Investment Consulting Inc. | 3,671 | $507.6K | 0.09% | +2+0.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 3,658 | $509.8K | 0.24% | −5,576−60.4% | Reduced |
| Arbor Wealth Advisors LLC | 3,808 | $526.5K | 0.47% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,827 | $529.2K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,828 | $529.3K | 0.01% | +11+0.3% | Added |
| Massmutual Trust Co FSB | 3,833 | $530.0K | 0.02% | −28−0.7% | Reduced |
| Harbour Investments, Inc. | 3,860 | $533.7K | 0.02% | +17+0.4% | Added |
| Chicago Partners Investment Group LLC | 3,853 | $534.1K | 0.02% | −461−10.7% | Reduced |
| Resources Investment Advisors, LLC. | 3,918 | $541.8K | 0.01% | +78+2.0% | Added |
| HB Wealth Management, LLC | 3,922 | $542.4K | 0.00% | +228+6.2% | Added |
| Perigon Wealth Management, LLC | 3,927 | $543.0K | 0.01% | −6,985−64.0% | Reduced |
| MGB Wealth Management, LLC | 3,972 | $543.3K | 0.20% | −180−4.3% | Reduced |
| Glenview Trust Co | 3,945 | $545.5K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 4,035 | $557.9K | 0.01% | −15−0.4% | Reduced |
| Venture Visionary Partners LLC | 4,037 | $558.3K | 0.02% | +20.0% | Added |
| Dynamic Technology Lab Private Ltd | 4,101 | $567.0K | 0.08% | +4,101 | New |
| Foguth Wealth Management, LLC. | 4,102 | $567.2K | 0.14% | +20.0% | Added |
| SageView Advisory Group, LLC | 4,125 | $570.4K | 0.02% | −142−3.3% | Reduced |
| Secure Asset Management, LLC | 4,129 | $570.9K | 0.12% | +305+8.0% | Added |
| My Legacy Advisors, LLC | 4,132 | $571.3K | 0.22% | +95+2.4% | Added |
| Carnegie Capital Asset Management, LLC | 4,508 | $576.8K | 0.01% | −7−0.2% | Reduced |
| Lazard Asset Management LLC | 4,213 | $581.0K | 0.00% | −1,334−24.0% | Reduced |
| Farther Finance Advisors, LLC | 4,271 | $589.1K | 0.02% | +1,473+52.6% | Added |
| Quantessence Capital LLC | 4,300 | $594.6K | 0.15% | +4,300 | New |
| Everence Capital Management Inc | 4,300 | $595.0K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,305 | $595.3K | 0.12% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,338 | $599.8K | 0.06% | +4,338 | New |
| WNY Asset Management, LLC | 4,358 | $602.6K | 0.07% | 00.0% | Unchanged |
| Chicago Capital, LLC | 4,364 | $603.4K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 4,416 | $610.7K | 0.00% | −57−1.3% | Reduced |
| Jacobi Capital Management LLC | 4,446 | $614.8K | 0.05% | +216+5.1% | Added |
| Hummer Financial Advisory Services Inc | 4,413 | $615.0K | 0.50% | +200+4.7% | Added |
| Keybank National Association | 4,453 | $615.7K | 0.00% | +19+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,455 | $616.0K | 0.01% | +192+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 4,471 | $618.2K | 0.01% | +438+10.9% | Added |
| Prospera Financial Services Inc | 4,507 | $623.4K | 0.01% | +233+5.5% | Added |
| Gladstone Institutional Advisory LLC | 4,514 | $624.2K | 0.03% | +454+11.2% | Added |
| Stephens Inc | 4,555 | $629.8K | 0.01% | +81+1.8% | Added |
| Davis Investment Partners, LLC | 4,774 | $635.8K | 0.28% | +4,774 | New |
| William Mack & Associates, Inc. | 4,631 | $640.4K | 0.55% | −17−0.4% | Reduced |
| Advance Capital Management, Inc. | 4,649 | $642.8K | 0.03% | +168+3.7% | Added |
| D.A. Davidson & Co. | 4,676 | $646.7K | 0.01% | −268−5.4% | Reduced |
| Marshall Wace, LLP | 4,749 | $656.6K | 0.00% | +4,749 | New |
| Williams Jones Wealth Management, LLC. | 4,787 | $661.9K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 4,834 | $668.4K | 0.09% | −81−1.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,569 | $672.4K | 0.22% | +21+0.4% | Added |
| Twin Capital Management Inc | 4,920 | $680.3K | 0.08% | +4,920 | New |
| Venturi Wealth Management, LLC | 4,929 | $681.6K | 0.04% | +204+4.3% | Added |
| Allstate Corp | 4,932 | $681.9K | 0.02% | −1,339−21.4% | Reduced |
| Integrated Wealth Concepts LLC | 4,981 | $688.7K | 0.01% | +641+14.8% | Added |
| Jump Financial, LLC | 4,981 | $688.7K | 0.01% | −1,415−22.1% | Reduced |
| Congress Wealth Management LLC | 5,049 | $697.8K | 0.01% | +515+11.4% | Added |
| United Services Automobile Association | 5,142 | $702.2K | 0.02% | +5,142 | New |