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 1,051 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $23.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
5,451
shares
|
$747,332
0.01% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
5,317
shares
|
$728,960
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
5,312
shares
|
$728,275
0.01% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
5,309
shares
|
$727,863
0.09% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Quantessence Capital LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,305
shares
|
$727,315
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,226
shares
|
$716,484
0.0% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
5,189
shares
|
$711,411
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
5,152
shares
|
$706,339
0.13% of portfolio
|
Q3 2025
Reduced 11.77%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
5,107
shares
|
$700,169
0.42% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
5,066
shares
|
$694,548
0.02% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
5,025
shares
|
$688,927
0.02% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
5,020
shares
|
$688,242
0.04% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
5,000
shares
|
$685,500
0.02% of portfolio
|
Q3 2025
Added 15.0%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,991
shares
|
$684,266
0.0% of portfolio
|
Q3 2025
Added 27.88%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
4,988
shares
|
$683,854
0.02% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
4,987
shares
|
$683,717
0.0% of portfolio
|
Q3 2025
Added 135.35%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,960
shares
|
$680,016
0.01% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
4,955
shares
|
$679,330
0.0% of portfolio
|
Q3 2025
Reduced 80.4%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
4,955
shares
|
$679,330
0.21% of portfolio
|
Q3 2025
Reduced 11.96%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
4,953
shares
|
$679,056
0.05% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
4,950
shares
|
$678,645
0.04% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,871
shares
|
$667,814
0.0% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
4,802
shares
|
$658,354
0.04% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
4,799
shares
|
$657,942
0.02% of portfolio
|
Q3 2025
Added 189.1%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
4,798
shares
|
$657,805
0.01% of portfolio
|
Q3 2025
Reduced 2.2%
|
|