Institutional Ownership Dte Energy CO (DTE)
This table provides information about the institutional ownership of Dte Energy CO (DTE). We have compiled data on the 924 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,640
shares
|
$707,538
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,620
shares
|
$705,029
0.0% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
5,581
shares
|
$700,136
0.05% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,574
shares
|
$699,258
0.0% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
5,573
shares
|
$699,132
0.01% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
5,569
shares
|
$698,631
0.0% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
5,527
shares
|
$693,362
0.31% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
5,522
shares
|
$692,734
0.21% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
5,478
shares
|
$687,215
0.0% of portfolio
|
Q3 2024
Reduced 57.26%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
5,465
shares
|
$685,584
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
5,464
shares
|
$685,458
0.06% of portfolio
|
Q2 2023
Reduced 0.62%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
5,423
shares
|
$680,315
0.21% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
5,405
shares
|
$678,057
0.01% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
5,338
shares
|
$669,652
0.27% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
5,329
shares
|
$668,523
0.09% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
5,328
shares
|
$668,397
0.31% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
5,288
shares
|
$663,379
0.05% of portfolio
|
Q1 2023
Reduced 0.56%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
5,270
shares
|
$661,121
0.01% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
5,246
shares
|
$658,110
0.05% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,243
shares
|
$657,734
0.04% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,238
shares
|
$657,107
0.03% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
5,214
shares
|
$654,096
0.07% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
5,166
shares
|
$648,074
0.01% of portfolio
|
Q3 2024
Added 39.17%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
5,117
shares
|
$641,927
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
5,061
shares
|
$634,902
0.02% of portfolio
|
Q3 2024
New holding
|