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 |
|---|---|---|---|---|---|
| Oak Harbor Wealth Partners, LLC | 3,165 | $437.6K | 0.13% | +3,165 | New |
| Assetmark, Inc | 3,133 | $433.2K | 0.00% | −402−11.4% | Reduced |
| Brown Wealth Management, LLC | 3,103 | $429.0K | 0.15% | +29+0.9% | Added |
| Balanced Wealth Group LLC | 3,087 | $426.8K | 0.21% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 3,086 | $426.7K | 0.20% | −127−4.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,082 | $426.1K | 0.15% | 00.0% | Unchanged |
| FORA Capital, LLC | 3,074 | $425.0K | 0.04% | +3,074 | New |
| Brookstone Capital Management | 3,042 | $420.7K | 0.01% | +8+0.3% | Added |
| Retirement Income Solutions, Inc | 3,028 | $418.7K | 0.09% | +45+1.5% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,023 | $418.0K | 0.29% | −57−1.9% | Reduced |
| 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 |
| Financial Advisors Network, Inc. | 2,994 | $414.0K | 0.07% | +91+3.1% | Added |
| R Squared Ltd | 2,990 | $413.4K | 0.44% | +2,990 | New |
| Aptus Capital Advisors, LLC | 2,979 | $412.0K | 0.00% | +56+1.9% | Added |
| Stonebrook Private Inc. | 2,971 | $410.8K | 0.11% | −882−22.9% | Reduced |
| V-Square Quantitative Management LLC | 2,942 | $406.8K | 0.06% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 2,939 | $406.3K | 0.02% | +2,939 | New |
| Oversea-Chinese Banking CORP Ltd | 2,900 | $401.0K | 0.01% | +2,900 | New |
| Pier 88 Investment Partners LLC | 2,894 | $400.2K | 0.08% | 00.0% | Unchanged |
| State of Wyoming | 2,879 | $398.1K | 0.05% | +2,879 | New |
| Global Assets Advisory, LLC | 3,000 | $395.8K | 0.07% | +3,000 | New |
| iA Global Asset Management Inc. | 2,839 | $393.0K | 0.01% | +2,839 | New |
| EP Wealth Advisors, LLC | 2,824 | $390.5K | 0.00% | −348−11.0% | Reduced |
| Kaydan Wealth Management, Inc. | 2,797 | $386.7K | 0.12% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,826 | $385.9K | 0.04% | +275+10.8% | Added |
| Confluence Wealth Services, Inc. | 2,832 | $385.6K | 0.02% | −96−3.3% | Reduced |
| We Are One Seven, LLC | 2,760 | $381.7K | 0.01% | −38−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,724 | $376.7K | 0.00% | +278+11.4% | Added |
| EntryPoint Capital, LLC | 2,705 | $374.0K | 0.17% | +2,705 | New |
| Benjamin Edwards Inc | 2,699 | $373.3K | 0.01% | +498+22.6% | Added |
| NBT Bank N A | 2,684 | $371.1K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,677 | $370.1K | 0.02% | +2,677 | New |
| Icon Wealth Advisors, LLC | 2,660 | $367.8K | 0.03% | −10.0% | Reduced |
| NorthRock Partners, LLC | 2,599 | $362.2K | 0.01% | +72+2.8% | Added |
| International Private Wealth Advisors LLC | 2,613 | $361.3K | 0.35% | +302+13.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 2,604 | $360.0K | 0.03% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,587 | $357.7K | 0.03% | +2,587 | New |
| Tiaa Trust, National Association | 2,551 | $352.7K | 0.00% | −70−2.7% | Reduced |
| Allworth Financial LP | 2,568 | $351.7K | 0.00% | +130+5.3% | Added |
| Diversified Trust Co | 2,531 | $350.0K | 0.01% | +183+7.8% | Added |
| Wealthcare Advisory Partners LLC | 2,528 | $349.5K | 0.01% | +13+0.5% | Added |
| J2 Capital Management Inc | 2,528 | $349.5K | 0.32% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,524 | $349.0K | 0.08% | +350+16.1% | Added |
| Equitable Holdings, Inc. | 2,518 | $348.2K | 0.00% | +554+28.2% | Added |
| Romano Brothers and Company | 2,510 | $347.0K | 0.04% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 2,507 | $346.6K | 0.10% | +2+0.1% | Added |
| Worldquant Millennium Advisors LLC | 2,497 | $345.3K | 0.00% | −38,313−93.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,471 | $341.7K | 0.00% | −12,218−83.2% | Reduced |
| Midwest Capital Advisors, LLC | 2,467 | $341.1K | 0.21% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 2,459 | $340.0K | 0.06% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 2,449 | $338.6K | 0.02% | +275+12.6% | Added |
| Summit Financial Consulting LLC | 2,448 | $338.5K | 0.31% | +2,448 | New |
| LifeWealth Investments, LLC | 2,442 | $337.7K | 0.07% | +2,442 | New |
| Inscription Capital, LLC | 3,010 | $337.6K | 0.06% | +3,010 | New |
| Winthrop Capital Management, LLC | 2,437 | $337.0K | 0.09% | +13+0.5% | Added |
| Davenport & Co LLC | 2,421 | $334.7K | 0.00% | +7+0.3% | Added |
| Claris Financial LLC | 2,767 | $334.1K | 0.22% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,416 | $334.1K | 0.31% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,415 | $334.0K | 0.01% | +254+11.8% | Added |
| Regal Investment Advisors LLC | 2,415 | $333.9K | 0.03% | +285+13.4% | Added |
| NewEdge Wealth, LLC | 2,386 | $329.9K | 0.01% | −2,077−46.5% | Reduced |
| TCI Wealth Advisors, Inc. | 2,380 | $329.1K | 0.03% | +26+1.1% | Added |
| Redwood Wealth Management Group, LLC | 2,367 | $327.3K | 0.17% | +10+0.4% | Added |
| MBB Public Markets I LLC | 2,331 | $322.3K | 0.04% | +2,331 | New |
| Prossimo Advisors, LLC | 2,325 | $321.0K | 0.24% | +19+0.8% | Added |
| Zacks Investment Management | 2,306 | $318.9K | 0.00% | −2−0.1% | Reduced |
| Dynasty Wealth Management, LLC | 3,528 | $318.7K | 0.01% | +1,618+84.7% | Added |
| PBMares Wealth Management LLC | 2,301 | $318.2K | 0.06% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,297 | $317.6K | 0.02% | −273−10.6% | Reduced |
| denkapparat Operations GmbH | 2,290 | $316.6K | 0.34% | +2,290 | New |
| Advisory Alpha, LLC | 2,280 | $315.2K | 0.01% | −195−7.9% | Reduced |
| Evergreen Capital Management LLC | 2,252 | $313.8K | 0.01% | +177+8.5% | Added |
| Apella Capital, LLC | 2,403 | $313.6K | 0.01% | +2,403 | New |
| Discipline Wealth Solutions, LLC | 2,246 | $310.6K | 0.15% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 2,229 | $308.2K | 0.11% | +20+0.9% | Added |
| Pensionmark Financial Group, LLC | 2,228 | $308.1K | 0.01% | −296−11.7% | Reduced |
| Cbre Clarion Securities LLC | 2,211 | $305.7K | 0.00% | −1,592−41.9% | Reduced |
| HBK Sorce Advisory LLC | 2,199 | $304.1K | 0.01% | 00.0% | Unchanged |
| Carrera Capital Advisors | 2,180 | $303.5K | 0.07% | +2,180 | New |
| Bessemer Group Inc | 2,192 | $303.0K | 0.00% | +107+5.1% | Added |
| Whittier Trust Co | 2,145 | $296.6K | 0.00% | 00.0% | Unchanged |
| Farmers Trust Co | 2,143 | $296.3K | 0.06% | −73−3.3% | Reduced |
| Brevan Howard Capital Management LP | 2,135 | $295.2K | 0.01% | +2,135 | New |
| Summit Financial Strategies, Inc. | 2,133 | $294.9K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,130 | $294.5K | 0.01% | +2,130 | New |
| Toroso Investments, LLC | 2,129 | $294.4K | 0.00% | −712−25.1% | Reduced |
| Calton & Associates, Inc. | 2,126 | $293.9K | 0.07% | +2,126 | New |
| NTV Asset Management LLC | 2,120 | $293.1K | 0.04% | 00.0% | Unchanged |
| Fiduciary Trust Co | 2,118 | $292.9K | 0.00% | −976−31.5% | Reduced |
| Oppenheimer & Co Inc | 2,118 | $292.9K | 0.00% | +318+17.7% | Added |
| Principal Street Partners, LLC | 2,109 | $291.6K | 0.05% | −87−4.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,107 | $291.0K | 0.02% | −98−4.4% | Reduced |
| AIFG Consultants Ltd. | 2,099 | $290.3K | 0.48% | −10.0% | Reduced |
| Private Trust Co NA | 2,098 | $290.1K | 0.03% | −184−8.1% | Reduced |
| Stonegate Investment Group, LLC | 2,096 | $289.8K | 0.01% | −98−4.5% | Reduced |
| Aspen Investment Management Inc | 2,088 | $289.0K | 0.13% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,075 | $287.0K | 0.01% | −42−2.0% | Reduced |
| Parallel Advisors, LLC | 2,074 | $286.8K | 0.01% | −600−22.4% | Reduced |
| Agp Franklin, LLC | 2,145 | $285.1K | 0.18% | 00.0% | Unchanged |