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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
129
shares
|
$17,685
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
128
shares
|
$17,548
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
126
shares
|
$17,274
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
120
shares
|
$16,452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
115
shares
|
$15,766
0.01% of portfolio
|
Q1 2021
Reduced 34.29%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
113
shares
|
$15,492
0.01% of portfolio
|
Q3 2025
Reduced 20.98%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
109
shares
|
$14,943
0.0% of portfolio
|
Q2 2021
Reduced 47.85%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
109
shares
|
$14,943
0.01% of portfolio
|
Q3 2023
Added 0.93%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
105
shares
|
$14,395
0.0% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
101
shares
|
$13,847
0.0% of portfolio
|
Q3 2023
Reduced 49.75%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
100
shares
|
$13,710
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
100
shares
|
$13,710
0.0% of portfolio
|
Q3 2024
Added 51.52%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$13,710
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$13,710
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
100
shares
|
$13,710
0.0% of portfolio
|
Q1 2025
Reduced 88.02%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Nov 03, 2025 Q3 2025 |
100
shares
|
$13,710
0.0% of portfolio
|
Q1 2022
Reduced 90.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
100
shares
|
$13,710
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
100
shares
|
$13,710
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
100
shares
|
$13,710
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
97
shares
|
$13,298
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
94
shares
|
$12,887
0.01% of portfolio
|
Q1 2025
Added 88.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
94
shares
|
$12,887
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
87
shares
|
$11,927
0.0% of portfolio
|
Q3 2025
Added 12.99%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Nov 06, 2025 Q3 2025 |
87
shares
|
$11,927
0.0% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
86
shares
|
$11,790
0.01% of portfolio
|
Q4 2022
New holding
|
|