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 |
---|---|---|---|---|---|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
12
shares
|
$1,621
0.0% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
12
shares
|
$1,621
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
11
shares
|
$1,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
10
shares
|
$1,351
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
9
shares
|
$1,215
0.0% of portfolio
|
Q2 2023
New holding
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
9
shares
|
$1,215
0.0% of portfolio
|
Q2 2025
Added 125.0%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
8
shares
|
$1,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
7
shares
|
$945
0.0% of portfolio
|
Q2 2025
New holding
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
6
shares
|
$810
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
6
shares
|
$810
0.0% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
6
shares
|
$810
0.0% of portfolio
|
Q2 2025
New holding
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
6
shares
|
$810
0.0% of portfolio
|
Q2 2025
New holding
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
6
shares
|
$810
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
5
shares
|
$675
0.0% of portfolio
|
Q2 2025
New holding
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
5
shares
|
$675
0.0% of portfolio
|
Q2 2025
New holding
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
5
shares
|
$675
0.0% of portfolio
|
Q4 2023
Reduced 91.23%
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
5
shares
|
$675
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
5
shares
|
$675
0.0% of portfolio
|
Q1 2025
Reduced 58.33%
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
5
shares
|
$675
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
4
shares
|
$540
0.0% of portfolio
|
Q2 2025
New holding
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
4
shares
|
$540
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
3
shares
|
$405
0.0% of portfolio
|
Q3 2024
New holding
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3
shares
|
$405
0.0% of portfolio
|
Q2 2023
New holding
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2
shares
|
$270
0.0% of portfolio
|
Q1 2025
Reduced 92.86%
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
2
shares
|
$270
0.0% of portfolio
|
Q2 2025
New holding
|