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 |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
30
shares
|
$4,053
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
29
shares
|
$3,918
0.0% of portfolio
|
Q2 2025
Reduced 34.09%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
29
shares
|
$3,918
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
29
shares
|
$3,918
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
28
shares
|
$3,783
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
28
shares
|
$3,783
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
28
shares
|
$3,783
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
25
shares
|
$3,377
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
25
shares
|
$3,377
0.0% of portfolio
|
Q2 2024
Reduced 40.48%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
25
shares
|
$3,377
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
25
shares
|
$3,377
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
24
shares
|
$3,242
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
24
shares
|
$3,242
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
23
shares
|
$3,107
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
22
shares
|
$2,972
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
21
shares
|
$2,837
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
20
shares
|
$2,702
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
18
shares
|
$2,431
0.0% of portfolio
|
Q2 2025
Reduced 99.72%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
16
shares
|
$2,161
0.0% of portfolio
|
Q3 2024
Added 77.78%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
15
shares
|
$2,026
0.0% of portfolio
|
Q2 2025
Reduced 68.09%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
14
shares
|
$1,891
0.0% of portfolio
|
Q3 2024
Reduced 76.27%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
13
shares
|
$1,756
0.0% of portfolio
|
Q4 2023
Reduced 93.43%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
13
shares
|
$1,756
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
12
shares
|
$1,621
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
12
shares
|
$1,621
0.0% of portfolio
|
Q1 2025
Added 20.0%
|