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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
3,119
shares
|
$391,278
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,103
shares
|
$389,271
0.0% of portfolio
|
Q2 2024
Added 3.85%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,094
shares
|
$388,142
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
3,083
shares
|
$386,762
0.18% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
3,082
shares
|
$386,636
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
3,080
shares
|
$386,386
0.29% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,052
shares
|
$382,873
0.03% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
3,042
shares
|
$381,618
0.0% of portfolio
|
Q3 2024
Added 52.48%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
3,037
shares
|
$380,991
0.01% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
3,028
shares
|
$379,862
0.01% of portfolio
|
Q3 2024
Added 9.31%
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
3,000
shares
|
$376,350
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$376,350
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
3,000
shares
|
$376,350
0.06% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
2,957
shares
|
$370,955
0.09% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,949
shares
|
$369,952
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,912
shares
|
$365,310
0.17% of portfolio
|
Q3 2024
Added 27.94%
|
|
|
Pier 88 Investment Partners LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
2,894
shares
|
$363,052
0.49% of portfolio
|
Q4 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,889
shares
|
$362,425
0.01% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,853
shares
|
$357,908
0.19% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,818
shares
|
$353,518
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
2,798
shares
|
$351,009
0.08% of portfolio
|
Q3 2024
Added 42.83%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
2,797
shares
|
$350,883
0.11% of portfolio
|
Q2 2023
Reduced 1.76%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
2,769
shares
|
$347,371
0.03% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,754
shares
|
$345,489
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
2,753
shares
|
$345,363
0.01% of portfolio
|
Q3 2024
Reduced 4.04%
|