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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 5,757 | $796.0K | 0.01% | −76−1.3% | Reduced |
| Lakeshore Financial Planning, Inc. | 5,741 | $794.1K | 0.33% | −11−0.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,726 | $791.7K | 0.53% | −829−12.6% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 5,700 | $788.1K | 0.03% | −600−9.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,662 | $782.9K | 0.02% | +195+3.6% | Added |
| Pinnacle Associates Ltd | 5,652 | $781.5K | 0.01% | −27−0.5% | Reduced |
| Foundations Investment Advisors, LLC | 5,644 | $780.4K | 0.01% | +3,047+117.3% | Added |
| Assenagon Asset Management S.A. | 5,635 | $779.2K | 0.00% | −443−7.3% | Reduced |
| Elevated Capital Advisors, LLC | 5,628 | $778.2K | 0.22% | +157+2.9% | Added |
| Tectonic Advisors LLC | 5,599 | $774.2K | 0.05% | +133+2.4% | Added |
| Oppenheimer Asset Management Inc. | 5,593 | $773.3K | 0.01% | +63+1.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,559 | $768.7K | 0.00% | −294−5.0% | Reduced |
| Nemes Rush Group LLC | 5,508 | $761.7K | 0.10% | +2,558+86.7% | Added |
| Rehmann Capital Advisory Group | 5,487 | $758.8K | 0.05% | +1,067+24.1% | Added |
| Meeder Advisory Services, Inc. | 5,345 | $739.1K | 0.04% | +20.0% | Added |
| Schechter Investment Advisors, LLC | 5,309 | $734.1K | 0.06% | +18+0.3% | Added |
| Legacy Private Trust Co. | 5,288 | $731.2K | 0.05% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 5,238 | $724.0K | 0.02% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,204 | $719.6K | 0.00% | +5,204 | New |
| Acorn Wealth Advisors, LLC | 5,120 | $707.9K | 0.29% | +31+0.6% | Added |
| Mesirow Financial Investment Management, Inc. | 5,101 | $705.3K | 0.01% | −18−0.4% | Reduced |
| SS&H Financial Advisors, Inc. | 5,100 | $705.0K | 0.26% | −50−1.0% | Reduced |
| Vident Advisory, LLC | 5,097 | $704.8K | 0.01% | +2,307+82.7% | Added |
| United Services Automobile Association | 5,142 | $702.2K | 0.02% | +5,142 | New |
| Congress Wealth Management LLC | 5,049 | $697.8K | 0.01% | +515+11.4% | Added |
| Jump Financial, LLC | 4,981 | $688.7K | 0.01% | −1,415−22.1% | Reduced |
| Integrated Wealth Concepts LLC | 4,981 | $688.7K | 0.01% | +641+14.8% | Added |
| Allstate Corp | 4,932 | $681.9K | 0.02% | −1,339−21.4% | Reduced |
| Venturi Wealth Management, LLC | 4,929 | $681.6K | 0.04% | +204+4.3% | Added |
| Twin Capital Management Inc | 4,920 | $680.3K | 0.08% | +4,920 | New |
| Cerro Pacific Wealth Advisors LLC | 5,569 | $672.4K | 0.22% | +21+0.4% | Added |
| Center for Financial Planning, Inc. | 4,834 | $668.4K | 0.09% | −81−1.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,787 | $661.9K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 4,749 | $656.6K | 0.00% | +4,749 | New |
| D.A. Davidson & Co. | 4,676 | $646.7K | 0.01% | −268−5.4% | Reduced |
| Advance Capital Management, Inc. | 4,649 | $642.8K | 0.03% | +168+3.7% | Added |
| William Mack & Associates, Inc. | 4,631 | $640.4K | 0.55% | −17−0.4% | Reduced |
| Davis Investment Partners, LLC | 4,774 | $635.8K | 0.28% | +4,774 | New |
| Stephens Inc | 4,555 | $629.8K | 0.01% | +81+1.8% | Added |
| Gladstone Institutional Advisory LLC | 4,514 | $624.2K | 0.03% | +454+11.2% | Added |
| Prospera Financial Services Inc | 4,507 | $623.4K | 0.01% | +233+5.5% | Added |
| Steward Partners Investment Advisory, LLC | 4,471 | $618.2K | 0.01% | +438+10.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,455 | $616.0K | 0.01% | +192+4.5% | Added |
| Keybank National Association | 4,453 | $615.7K | 0.00% | +19+0.4% | Added |
| Hummer Financial Advisory Services Inc | 4,413 | $615.0K | 0.50% | +200+4.7% | Added |
| Jacobi Capital Management LLC | 4,446 | $614.8K | 0.05% | +216+5.1% | Added |
| MAI Capital Management | 4,416 | $610.7K | 0.00% | −57−1.3% | Reduced |
| Chicago Capital, LLC | 4,364 | $603.4K | 0.02% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 4,358 | $602.6K | 0.07% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,338 | $599.8K | 0.06% | +4,338 | New |
| Princeton Global Asset Management LLC | 4,305 | $595.3K | 0.12% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,300 | $595.0K | 0.04% | 00.0% | Unchanged |
| Quantessence Capital LLC | 4,300 | $594.6K | 0.15% | +4,300 | New |
| Farther Finance Advisors, LLC | 4,271 | $589.1K | 0.02% | +1,473+52.6% | Added |
| Lazard Asset Management LLC | 4,213 | $581.0K | 0.00% | −1,334−24.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,508 | $576.8K | 0.01% | −7−0.2% | Reduced |
| My Legacy Advisors, LLC | 4,132 | $571.3K | 0.22% | +95+2.4% | Added |
| Secure Asset Management, LLC | 4,129 | $570.9K | 0.12% | +305+8.0% | Added |
| SageView Advisory Group, LLC | 4,125 | $570.4K | 0.02% | −142−3.3% | Reduced |
| Foguth Wealth Management, LLC. | 4,102 | $567.2K | 0.14% | +20.0% | Added |
| Dynamic Technology Lab Private Ltd | 4,101 | $567.0K | 0.08% | +4,101 | New |
| Venture Visionary Partners LLC | 4,037 | $558.3K | 0.02% | +20.0% | Added |
| Central Trust Co | 4,035 | $557.9K | 0.01% | −15−0.4% | Reduced |
| Glenview Trust Co | 3,945 | $545.5K | 0.01% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 3,972 | $543.3K | 0.20% | −180−4.3% | Reduced |
| Perigon Wealth Management, LLC | 3,927 | $543.0K | 0.01% | −6,985−64.0% | Reduced |
| HB Wealth Management, LLC | 3,922 | $542.4K | 0.00% | +228+6.2% | Added |
| Resources Investment Advisors, LLC. | 3,918 | $541.8K | 0.01% | +78+2.0% | Added |
| Chicago Partners Investment Group LLC | 3,853 | $534.1K | 0.02% | −461−10.7% | Reduced |
| Harbour Investments, Inc. | 3,860 | $533.7K | 0.02% | +17+0.4% | Added |
| Massmutual Trust Co FSB | 3,833 | $530.0K | 0.02% | −28−0.7% | Reduced |
| Coldstream Capital Management Inc | 3,828 | $529.3K | 0.01% | +11+0.3% | Added |
| McKinley Carter Wealth Services, Inc. | 3,827 | $529.2K | 0.03% | 00.0% | Unchanged |
| Arbor Wealth Advisors LLC | 3,808 | $526.5K | 0.47% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 3,658 | $509.8K | 0.24% | −5,576−60.4% | Reduced |
| SJS Investment Consulting Inc. | 3,671 | $507.6K | 0.09% | +2+0.1% | 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 |
| GeoWealth Management, LLC | 3,646 | $504.1K | 0.02% | +2,027+125.2% | Added |
| GEM Asset Management, LLC | 3,618 | $499.0K | 0.28% | 00.0% | Unchanged |
| South Dakota Investment Council | 3,600 | $498.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 3,557 | $491.8K | 0.05% | −197−5.2% | Reduced |
| Wellington Shields & Co., LLC | 3,500 | $483.9K | 0.15% | 00.0% | Unchanged |
| Aviva PLC | 3,463 | $478.8K | 0.00% | +192+5.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,447 | $476.6K | 0.02% | +117+3.5% | Added |
| Signal Advisors Wealth, LLC | 3,402 | $470.3K | 0.05% | −3−0.1% | Reduced |
| Old North State Wealth Management, LLC | 3,389 | $469.6K | 0.26% | +160+5.0% | Added |
| Huber Capital Management LLC | 3,384 | $467.9K | 0.09% | −700−17.1% | Reduced |
| Walleye Trading LLC | 3,360 | $464.6K | 0.01% | +3,192+1,900.0% | Added |
| Sovereign Financial Group, Inc. | 3,342 | $462.1K | 0.11% | −2−0.1% | Reduced |
| Csenge Advisory Group | 3,433 | $458.5K | 0.03% | +162+5.0% | Added |
| Sagespring Wealth Partners, LLC | 3,309 | $457.6K | 0.01% | +406+14.0% | Added |
| Montecito Bank & Trust | 3,304 | $456.8K | 0.08% | +25+0.8% | Added |
| CAPROCK Group, Inc. | 3,255 | $455.4K | 0.01% | −48−1.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,237 | $447.6K | 0.18% | +33+1.0% | Added |
| 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 |
| True Link Financial Advisors, LLC | 3,233 | $447.0K | 0.03% | +3,233 | New |
| Prime Capital Investment Advisors, LLC | 3,171 | $438.5K | 0.01% | +983+44.9% | Added |
| Signaturefd, LLC | 3,171 | $438.5K | 0.01% | −29−0.9% | Reduced |