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 |
|---|---|---|---|---|---|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,949
shares
|
$404,307
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
2,931
shares
|
$401,840
0.07% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,900
shares
|
$397,590
0.0% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
2,877
shares
|
$394,436
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
2,865
shares
|
$392,791
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
2,850
shares
|
$390,735
0.07% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
2,841
shares
|
$389,501
0.03% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
2,823
shares
|
$387,033
0.11% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,822
shares
|
$386,896
0.01% of portfolio
|
Q3 2025
Added 15.47%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,818
shares
|
$386,347
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
2,815
shares
|
$385,936
0.31% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
2,797
shares
|
$383,468
0.11% of portfolio
|
Q2 2023
Reduced 1.76%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,780
shares
|
$381,138
0.01% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
2,764
shares
|
$378,944
0.02% of portfolio
|
Q3 2025
Added 37.04%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
2,722
shares
|
$373,186
0.13% of portfolio
|
Q2 2025
Reduced 11.68%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
2,721
shares
|
$373,049
0.03% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
2,684
shares
|
$367,976
0.03% of portfolio
|
Q4 2023
Reduced 19.38%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
2,656
shares
|
$364,137
0.07% of portfolio
|
Q3 2025
Added 35.65%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
2,655
shares
|
$364,000
0.03% of portfolio
|
Q2 2022
Added 28.38%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,606
shares
|
$357,282
0.01% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,604
shares
|
$357,008
0.03% of portfolio
|
Q3 2021
Reduced 0.19%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
2,603
shares
|
$356,871
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,600
shares
|
$356,460
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
2,597
shares
|
$356,048
0.29% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
2,575
shares
|
$353,032
0.01% of portfolio
|
Q3 2025
Added 30.58%
|
|