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 963 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 $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
24
shares
|
$3,267
0.0% of portfolio
|
Q4 2024
Added 26.32%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
24
shares
|
$3,267
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
23
shares
|
$3,131
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
|
$2,995
0.0% of portfolio
|
Q4 2024
Reduced 98.57%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
21
shares
|
$2,859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
20
shares
|
$2,723
0.0% of portfolio
|
Q4 2024
Reduced 35.48%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
18
shares
|
$2,450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
16
shares
|
$2,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
16
shares
|
$2,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
16
shares
|
$2,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
16
shares
|
$2,178
0.0% of portfolio
|
Q3 2024
Added 77.78%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
14
shares
|
$1,906
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
14
shares
|
$1,906
0.0% of portfolio
|
Q3 2024
Reduced 76.27%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
13
shares
|
$1,769
0.0% of portfolio
|
Q4 2023
Reduced 93.43%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
12
shares
|
$1,633
0.0% of portfolio
|
Q2 2024
Reduced 97.52%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
12
shares
|
$1,633
0.0% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
12
shares
|
$1,633
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
12
shares
|
$1,633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
11
shares
|
$1,497
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
10
shares
|
$1,361
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
9
shares
|
$1,225
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
8
shares
|
$1,089
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
8
shares
|
$1,089
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
8
shares
|
$1,089
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
8
shares
|
$1,089
0.0% of portfolio
|
Q4 2024
New holding
|