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 2026
Institutional positions in Dte Energy Co as of Mar 31, 2026. 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
- 989
- +46 vs. Q4 2025
- Shares held
- 166.7M
- +31.5M (+23.3%) vs. Q4 2025
- Total value
- $24.4B
- +$6.90B (+39.5%) vs. Q4 2025
- New holders
- 140
- 367 more added
- Sold out
- 94
- 306 more reduced
18 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Dte Energy Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avantra Family Wealth, Inc. | 3,909 | $571.6K | 0.43% | +3,909 | New |
| Resources Investment Advisors, LLC. | 3,851 | $563.1K | 0.01% | −201−5.0% | Reduced |
| Arbor Wealth Advisors LLC | 3,808 | $556.8K | 0.39% | 00.0% | Unchanged |
| McMillan Office, Inc. | 3,808 | $556.8K | 0.07% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 3,795 | $554.9K | 0.03% | −1,155−23.3% | Reduced |
| Edgestream Partners, L.P. | 3,757 | $549.3K | 0.02% | −68,597−94.8% | Reduced |
| Capital Asset Advisory Services LLC | 3,762 | $548.7K | 0.02% | +899+31.4% | Added |
| SJS Investment Consulting Inc. | 3,740 | $546.9K | 0.07% | +2+0.1% | Added |
| McKinley Carter Wealth Services, Inc. | 3,717 | $543.5K | 0.03% | 00.0% | Unchanged |
| Discipline Wealth Solutions, LLC | 3,712 | $542.8K | 0.06% | +1,520+69.3% | Added |
| Central Trust Co | 3,690 | $539.6K | 0.01% | +10+0.3% | Added |
| Massmutual Trust Co FSB | 3,690 | $539.6K | 0.01% | −135−3.5% | Reduced |
| Bessemer Group Inc | 3,651 | $534.0K | 0.00% | −131−3.5% | Reduced |
| Huber Capital Management LLC | 3,638 | $531.9K | 0.08% | −3,005−45.2% | Reduced |
| Syon Capital LLC | 3,626 | $530.2K | 0.03% | −52−1.4% | Reduced |
| Lazard Asset Management LLC | 3,553 | $519.5K | 0.00% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 3,524 | $515.3K | 0.04% | −556−13.6% | Reduced |
| Burkett Asset Management Ltd | 3,515 | $514.0K | 0.51% | +840+31.4% | Added |
| Wellington Shields & Co., LLC | 3,500 | $511.8K | 0.13% | 00.0% | Unchanged |
| Aviva PLC | 3,463 | $506.4K | 0.00% | 00.0% | Unchanged |
| William Mack & Associates, Inc. | 3,423 | $500.6K | 0.29% | −1,208−26.1% | Reduced |
| TCW Group Inc | 3,407 | $498.2K | 0.00% | +165+5.1% | Added |
| Chicago Trust Co NA | 3,393 | $496.1K | 0.08% | −4−0.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,392 | $496.1K | 0.01% | −44−1.3% | Reduced |
| Tema ETFs LLC | 3,389 | $495.5K | 0.03% | +14+0.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,388 | $495.4K | 0.03% | +1,710+101.9% | Added |
| Danske Bank A/S | 3,375 | $493.5K | 0.00% | +300+9.8% | Added |
| Great Valley Advisor Group, Inc. | 3,365 | $491.9K | 0.01% | +1,650+96.2% | Added |
| Sovereign Financial Group, Inc. | 3,358 | $491.0K | 0.09% | −10.0% | Reduced |
| Cary Street Partners Financial LLC | 3,356 | $490.7K | 0.01% | +5+0.1% | Added |
| Oppenheimer Asset Management Inc. | 3,348 | $489.5K | 0.01% | −1,876−35.9% | Reduced |
| Antonelli Financial Advisors, LLC | 3,346 | $489.0K | 0.34% | +3,346 | New |
| Icon Wealth Advisors, LLC | 3,312 | $487.0K | 0.03% | +650+24.4% | Added |
| Evolve Private Wealth, LLC | 3,321 | $485.6K | 0.03% | −204−5.8% | Reduced |
| Glenview Trust Co | 3,321 | $485.6K | 0.01% | +5+0.2% | Added |
| Apollon Wealth Management, LLC | 3,256 | $476.0K | 0.01% | +707+27.7% | Added |
| Dougherty & Associates, LLC | 3,251 | $475.4K | 0.44% | +27+0.8% | Added |
| Signaturefd, LLC | 3,246 | $474.6K | 0.01% | +73+2.3% | Added |
| Ethos Financial Group, LLC | 3,668 | $473.1K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 3,235 | $473.0K | 0.06% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 3,222 | $471.1K | 0.01% | +37+1.2% | Added |
| Foundations Investment Advisors, LLC | 3,196 | $467.3K | 0.01% | +67+2.1% | Added |
| SRS Capital Advisors, Inc. | 3,173 | $463.9K | 0.01% | −3,778−54.4% | Reduced |
| SIH Partners, LLLP | 3,159 | $461.9K | 0.01% | +3,159 | New |
| Haverford Trust Co | 3,150 | $460.6K | 0.00% | +3,150 | New |
| Pinnacle Wealth Management Group, Inc. | 3,139 | $459.0K | 0.23% | +91+3.0% | Added |
| Wealthspire Advisors, LLC | 3,105 | $454.0K | 0.00% | −1,940−38.5% | Reduced |
| Balyasny Asset Management LLC | 3,100 | $453.3K | 0.00% | −1,077,864−99.7% | Reduced |
| Balanced Wealth Group LLC | 3,089 | $451.7K | 0.16% | +10.0% | Added |
| Brown Wealth Management, LLC | 3,055 | $446.7K | 0.11% | −2−0.1% | Reduced |
| Palisade Asset Management, LLC | 3,013 | $440.6K | 0.04% | +13+0.4% | Added |
| Smith Group Asset Management, LLC | 3,000 | $438.7K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,978 | $435.4K | 0.05% | +2,978 | New |
| Gsa Capital Partners LLP | 2,970 | $434.0K | 0.03% | −14,132−82.6% | Reduced |
| VestGen Advisors, LLC | 3,016 | $430.0K | 0.01% | +3,016 | New |
| Fiduciary Alliance LLC | 2,928 | $429.6K | 0.03% | +22+0.8% | Added |
| Snowden Capital Advisors LLC | 2,902 | $427.7K | 0.01% | +1,118+62.7% | Added |
| Parallel Advisors, LLC | 2,916 | $426.4K | 0.01% | +727+33.2% | Added |
| Claris Financial LLC | 2,884 | $421.7K | 0.23% | +25+0.9% | Added |
| Citizens National Bank Trust Department | 2,878 | $420.8K | 0.07% | +662+29.9% | Added |
| HighPoint Advisor Group LLC | 2,815 | $411.6K | 0.02% | −15,400−84.5% | Reduced |
| Agf Management Ltd | 2,813 | $411.3K | 0.00% | −133−4.5% | Reduced |
| Golden State Equity Partners | 2,806 | $410.4K | 0.03% | +994+54.9% | Added |
| South Dakota Investment Council | 2,800 | $409.0K | 0.01% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 2,797 | $409.0K | 0.14% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,793 | $408.4K | 0.01% | +246+9.7% | Added |
| Leo Wealth, LLC | 2,751 | $402.3K | 0.03% | +212+8.3% | Added |
| C2C Wealth Management, LLC | 2,751 | $402.3K | 0.34% | +2,751 | New |
| Brighton Jones LLC | 2,749 | $401.9K | 0.01% | +2,749 | New |
| Prime Capital Investment Advisors, LLC | 2,741 | $400.7K | 0.00% | +59+2.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 2,722 | $398.0K | 0.12% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,701 | $397.5K | 0.01% | +409+17.8% | Added |
| Zacks Investment Management | 2,704 | $395.4K | 0.00% | −1,044−27.9% | Reduced |
| NBT Bank N A | 2,684 | $392.5K | 0.03% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,674 | $391.0K | 0.04% | −10.0% | Reduced |
| Brookstone Capital Management | 2,671 | $390.5K | 0.00% | −414−13.4% | Reduced |
| PCM Encore, LLC | 2,662 | $389.2K | 0.08% | +28+1.1% | Added |
| Montecito Bank & Trust | 2,631 | $384.7K | 0.06% | −300−10.2% | Reduced |
| Brown Brothers Harriman & Co | 2,624 | $383.7K | 0.00% | +1,246+90.4% | Added |
| CAPROCK Group, Inc. | 2,571 | $382.2K | 0.01% | −418−14.0% | Reduced |
| Nicolet Bankshares Inc | 2,603 | $380.6K | 0.01% | +853+48.7% | Added |
| J2 Capital Management Inc | 2,597 | $379.7K | 0.26% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 2,583 | $377.7K | 0.01% | +474+22.5% | Added |
| Diversify Wealth Management, LLC | 2,537 | $373.0K | 0.01% | +2,537 | New |
| Gentry Private Wealth, LLC | 2,551 | $373.0K | 0.22% | +9+0.4% | Added |
| Savvy Advisors, Inc. | 2,527 | $369.5K | 0.01% | −743−22.7% | Reduced |
| SkyOak Wealth, LLC | 2,527 | $369.5K | 0.07% | +10.0% | Added |
| MeadowBrook Investment Advisors LLC | 2,504 | $366.1K | 0.32% | +88+3.6% | Added |
| Winthrop Capital Management, LLC | 2,497 | $365.0K | 0.09% | −7−0.3% | Reduced |
| WSFS Capital Management, LLC | 2,476 | $362.1K | 0.02% | +36+1.5% | Added |
| Retirement Income Solutions, Inc | 2,472 | $361.5K | 0.06% | +37+1.5% | Added |
| Midwest Capital Advisors, LLC | 2,467 | $360.7K | 0.17% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 2,460 | $360.0K | 0.26% | −2,238−47.6% | Reduced |
| Affinity Wealth Management LLC | 2,459 | $359.6K | 0.05% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,451 | $358.4K | 0.01% | +275+12.6% | Added |
| Summit Financial Consulting LLC | 2,433 | $355.7K | 0.25% | +86+3.7% | Added |
| Belpointe Asset Management LLC | 2,404 | $351.5K | 0.01% | +4+0.2% | Added |
| Checchi Capital Advisers, LLC | 2,402 | $351.2K | 0.02% | +450+23.1% | Added |
| Confluence Wealth Services, Inc. | 2,332 | $341.0K | 0.01% | 00.0% | Unchanged |
| Hilltop Partners LLC | 2,304 | $336.9K | 0.09% | 00.0% | Unchanged |