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 |
|---|---|---|---|---|---|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
3,000
shares
|
$405,330
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,992
shares
|
$404,249
0.01% of portfolio
|
Q2 2025
Reduced 46.99%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
2,983
shares
|
$403,033
0.09% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Quaero Capital S.A.
|
Aug 06, 2025 Q2 2025 |
2,960
shares
|
$399,925
1.81% of portfolio
|
Q2 2025
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,949
shares
|
$398,439
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
2,941
shares
|
$397,358
0.03% of portfolio
|
Q2 2025
Added 76.0%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Aug 13, 2025 Q2 2025 |
2,928
shares
|
$395,602
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
2,903
shares
|
$392,224
0.01% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
2,892
shares
|
$390,738
0.02% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,831
shares
|
$382,496
0.03% of portfolio
|
Q2 2025
Reduced 20.41%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,818
shares
|
$380,739
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
2,816
shares
|
$380,469
0.12% of portfolio
|
Q2 2025
Added 15.32%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
2,815
shares
|
$380,334
0.31% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,797
shares
|
$377,902
0.16% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
2,797
shares
|
$377,902
0.12% of portfolio
|
Q2 2023
Reduced 1.76%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
2,754
shares
|
$372,092
0.01% of portfolio
|
Q2 2025
Added 101.76%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
2,722
shares
|
$367,769
0.13% of portfolio
|
Q2 2025
Reduced 11.68%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
2,721
shares
|
$367,634
0.01% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,721
shares
|
$367,634
0.03% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
2,696
shares
|
$364,256
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
2,684
shares
|
$362,635
0.02% of portfolio
|
Q4 2023
Reduced 19.38%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
2,682
shares
|
$362,365
0.01% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
2,655
shares
|
$358,717
0.03% of portfolio
|
Q2 2022
Added 28.38%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
2,605
shares
|
$351,961
0.18% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,604
shares
|
$351,826
0.03% of portfolio
|
Q3 2021
Reduced 0.19%
|