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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
25
shares
|
$3,136
0.0% of portfolio
|
Q2 2024
Reduced 40.48%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
24
shares
|
$3,010
0.0% of portfolio
|
Q3 2024
Reduced 56.36%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
23
shares
|
$2,885
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
20
shares
|
$2,509
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
19
shares
|
$2,383
0.0% of portfolio
|
Q3 2024
Added 35.71%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
18
shares
|
$2,258
0.0% of portfolio
|
Q1 2024
Reduced 98.12%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
17
shares
|
$2,132
0.0% of portfolio
|
Q3 2024
Reduced 43.33%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
16
shares
|
$2,007
0.0% of portfolio
|
Q3 2024
Added 77.78%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
14
shares
|
$1,756
0.0% of portfolio
|
Q3 2024
Reduced 76.27%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
14
shares
|
$1,756
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
13
shares
|
$1,630
0.0% of portfolio
|
Q4 2023
Reduced 93.43%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
12
shares
|
$1,505
0.0% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
12
shares
|
$1,505
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
12
shares
|
$1,505
0.0% of portfolio
|
Q2 2024
Reduced 97.52%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
11
shares
|
$1,379
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
10
shares
|
$1,254
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
9
shares
|
$1,129
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
9
shares
|
$1,129
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
8
shares
|
$1,003
0.0% of portfolio
|
Q4 2023
Reduced 81.82%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
7
shares
|
$878
0.0% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
6
shares
|
$752
0.0% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
5
shares
|
$627
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
5
shares
|
$627
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
5
shares
|
$627
0.0% of portfolio
|
Q4 2023
Reduced 91.23%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3
shares
|
$376
0.0% of portfolio
|
Q4 2023
Reduced 40.0%
|