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 1,047 institutions that hold shares in the stock, with a total of 167 Million shares, which have been reported (via 13F filing form) to have a value of $22.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
6,019
shares
|
$813,227
0.12% of portfolio
|
Q1 2023
Added 0.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,008
shares
|
$811,740
0.02% of portfolio
|
Q2 2025
Added 40.67%
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
6,000
shares
|
$810,660
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
5,995
shares
|
$809,984
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,935
shares
|
$801,877
0.0% of portfolio
|
Q2 2025
Added 40.87%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
5,895
shares
|
$796,473
0.04% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
5,882
shares
|
$794,717
0.01% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
5,852
shares
|
$790,663
0.27% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
5,839
shares
|
$788,907
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
5,830
shares
|
$787,691
0.01% of portfolio
|
Q2 2025
Reduced 10.97%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5,785
shares
|
$781,611
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
5,775
shares
|
$780,260
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
5,758
shares
|
$777,963
0.01% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
5,750
shares
|
$776,882
0.0% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
5,747
shares
|
$776,477
0.31% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
5,707
shares
|
$771,072
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
5,644
shares
|
$762,560
0.14% of portfolio
|
Q2 2025
Reduced 40.27%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,640
shares
|
$762,020
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
5,639
shares
|
$761,885
0.01% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
5,635
shares
|
$761,344
0.0% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
5,628
shares
|
$760,399
0.23% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
5,621
shares
|
$759,453
0.05% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
5,606
shares
|
$757,426
0.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
5,517
shares
|
$745,401
0.04% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,464
shares
|
$738,241
0.01% of portfolio
|
Q2 2025
Added 8.22%
|