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 |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
142
shares
|
$19,185
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
140
shares
|
$18,915
0.0% of portfolio
|
Q3 2023
Added 3.7%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
128
shares
|
$17,294
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
126
shares
|
$17,023
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
126
shares
|
$17,023
0.01% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
121
shares
|
$16,348
0.0% of portfolio
|
Q1 2025
Reduced 45.25%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
120
shares
|
$16,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
115
shares
|
$15,537
0.01% of portfolio
|
Q1 2021
Reduced 34.29%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
111
shares
|
$14,997
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
110
shares
|
$14,862
0.0% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
109
shares
|
$14,726
0.0% of portfolio
|
Q2 2021
Reduced 47.85%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
109
shares
|
$14,726
0.01% of portfolio
|
Q3 2023
Added 0.93%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
104
shares
|
$14,051
0.0% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
101
shares
|
$13,646
0.0% of portfolio
|
Q3 2023
Reduced 49.75%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
100
shares
|
$13,511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
100
shares
|
$13,511
0.0% of portfolio
|
Q3 2024
Added 51.52%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$13,511
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$13,511
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
100
shares
|
$13,511
0.0% of portfolio
|
Q1 2025
Reduced 88.02%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Aug 05, 2025 Q2 2025 |
100
shares
|
$13,511
0.0% of portfolio
|
Q1 2022
Reduced 90.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
100
shares
|
$13,511
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
100
shares
|
$13,511
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
100
shares
|
$13,511
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
94
shares
|
$12,700
0.01% of portfolio
|
Q1 2025
Added 88.0%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
87
shares
|
$11,754
0.0% of portfolio
|
Q1 2025
Reduced 2.25%
|