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 1,033 institutions that hold shares in the stock, with a total of 164 Million shares, which have been reported (via 13F filing form) to have a value of $22.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
5,757
shares
|
$803,389
0.02% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
5,747
shares
|
$801,993
0.31% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
5,726
shares
|
$799,063
0.54% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
May 08, 2025 Q1 2025 |
5,700
shares
|
$795,435
0.03% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
5,662
shares
|
$790,132
0.02% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
5,652
shares
|
$788,736
0.01% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,644
shares
|
$787,620
0.02% of portfolio
|
Q1 2025
Added 117.33%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,640
shares
|
$787,062
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
5,639
shares
|
$786,922
0.01% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
5,635
shares
|
$786,364
0.0% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
5,628
shares
|
$785,387
0.23% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
5,593
shares
|
$780,503
0.01% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
5,569
shares
|
$777,153
0.26% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
5,559
shares
|
$775,758
0.0% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
5,517
shares
|
$769,897
0.04% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
5,508
shares
|
$768,641
0.1% of portfolio
|
Q1 2025
Added 86.71%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
5,345
shares
|
$745,894
0.04% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
5,309
shares
|
$740,870
0.09% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
5,285
shares
|
$737,521
0.05% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
5,238
shares
|
$730,962
0.02% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
May 14, 2025 Q1 2025 |
5,204
shares
|
$726,218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
5,142
shares
|
$717,566
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
5,120
shares
|
$714,496
0.32% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
5,101
shares
|
$711,844
0.01% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
5,100
shares
|
$711,705
0.26% of portfolio
|
Q1 2025
Reduced 0.97%
|