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 916 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $19.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
31
shares
|
$3,692
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
30
shares
|
$3,573
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30
shares
|
$3,573
0.0% of portfolio
|
Q2 2022
Reduced 18.92%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
29
shares
|
$3,453
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
27
shares
|
$3,215
0.0% of portfolio
|
Q3 2024
Reduced 27.03%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
27
shares
|
$3,215
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
26
shares
|
$3,096
0.0% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
26
shares
|
$3,096
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
26
shares
|
$3,096
0.0% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
26
shares
|
$3,096
0.0% of portfolio
|
Q3 2024
Added 62.5%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
25
shares
|
$2,977
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
25
shares
|
$2,977
0.0% of portfolio
|
Q2 2024
Reduced 28.0%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
25
shares
|
$2,977
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
25
shares
|
$2,977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
25
shares
|
$2,977
0.0% of portfolio
|
Q2 2024
Reduced 40.48%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
24
shares
|
$2,858
0.0% of portfolio
|
Q3 2024
Reduced 56.36%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
23
shares
|
$2,739
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
22
shares
|
$2,620
0.0% of portfolio
|
Q4 2024
Reduced 98.57%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
20
shares
|
$2,382
0.0% of portfolio
|
Q4 2024
Reduced 35.48%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
20
shares
|
$2,382
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
19
shares
|
$2,262
0.0% of portfolio
|
Q3 2024
Added 35.71%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
18
shares
|
$2,143
0.0% of portfolio
|
Q1 2024
Reduced 98.12%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
17
shares
|
$2,024
0.0% of portfolio
|
Q3 2024
Reduced 43.33%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
16
shares
|
$1,905
0.0% of portfolio
|
Q3 2024
Added 77.78%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
14
shares
|
$1,667
0.0% of portfolio
|
Q4 2022
New holding
|