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 963 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 $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,267
shares
|
$163,493
0.0% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,230
shares
|
$158,719
0.02% of portfolio
|
Q4 2024
Added 47.84%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,219
shares
|
$157,299
0.01% of portfolio
|
Q4 2024
Added 941.88%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,205
shares
|
$155,493
0.01% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,188
shares
|
$153,299
0.01% of portfolio
|
Q4 2024
Added 45.23%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
1,173
shares
|
$151,363
0.03% of portfolio
|
Q4 2022
Reduced 32.97%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,171
shares
|
$151,105
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
1,136
shares
|
$146,589
0.06% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
1,130
shares
|
$145,815
0.07% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,056
shares
|
$136,266
0.01% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
1,053
shares
|
$135,879
0.12% of portfolio
|
Q2 2024
Reduced 23.42%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,026
shares
|
$132,395
0.01% of portfolio
|
Q4 2024
Added 39.78%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,000
shares
|
$129,039
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
995
shares
|
$128,394
0.01% of portfolio
|
Q3 2023
Reduced 10.84%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
995
shares
|
$128,394
0.05% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
955
shares
|
$123,233
0.01% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
954
shares
|
$123,104
0.01% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
920
shares
|
$118,716
0.03% of portfolio
|
Q2 2019
Reduced 18.66%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
897
shares
|
$115,748
0.02% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
854
shares
|
$110,200
0.01% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
835
shares
|
$107,748
0.01% of portfolio
|
Q3 2024
Reduced 54.5%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
821
shares
|
$105,941
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
800
shares
|
$103,232
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
798
shares
|
$102,973
0.0% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
785
shares
|
$101,296
0.0% of portfolio
|
Q4 2024
Added 82.13%
|