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 |
|---|---|---|---|---|---|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
86
shares
|
$11,619
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
84
shares
|
$11,349
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
84
shares
|
$11,349
0.0% of portfolio
|
Q2 2025
Reduced 28.81%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
84
shares
|
$11,349
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
80
shares
|
$10,808
0.0% of portfolio
|
Q2 2025
Reduced 52.94%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
77
shares
|
$10,403
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
77
shares
|
$10,403
0.0% of portfolio
|
Q2 2025
Added 63.83%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
76
shares
|
$10,268
0.01% of portfolio
|
Q2 2025
Added 13.43%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
75
shares
|
$10,133
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
75
shares
|
$10,133
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
75
shares
|
$10,133
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
75
shares
|
$10,133
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
74
shares
|
$9,998
0.0% of portfolio
|
Q2 2025
Reduced 30.84%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
74
shares
|
$9,998
0.01% of portfolio
|
Q2 2025
Reduced 26.73%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
73
shares
|
$9,863
0.01% of portfolio
|
Q2 2025
Added 78.05%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
72
shares
|
$9,727
0.0% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
70
shares
|
$9,457
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
68
shares
|
$9,187
0.0% of portfolio
|
Q1 2025
Reduced 89.63%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
67
shares
|
$9,052
0.0% of portfolio
|
Q2 2023
Reduced 76.16%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
66
shares
|
$8,917
0.0% of portfolio
|
Q3 2022
Reduced 99.09%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
66
shares
|
$8,917
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
65
shares
|
$8,782
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
64
shares
|
$8,647
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
62
shares
|
$8,376
0.0% of portfolio
|
Q2 2025
Added 31.91%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
62
shares
|
$8,376
0.01% of portfolio
|
Q2 2024
Added 1.64%
|