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 |
|---|---|---|---|---|---|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
25
shares
|
$3,427
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
24
shares
|
$3,290
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
24
shares
|
$3,290
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
23
shares
|
$3,153
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
22
shares
|
$3,016
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
21
shares
|
$2,879
0.0% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
20
shares
|
$2,742
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
20
shares
|
$2,742
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
18
shares
|
$2,467
0.0% of portfolio
|
Q2 2025
Reduced 99.72%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
16
shares
|
$2,193
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
16
shares
|
$2,193
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
16
shares
|
$2,193
0.0% of portfolio
|
Q3 2024
Added 77.78%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
14
shares
|
$1,919
0.0% of portfolio
|
Q3 2024
Reduced 76.27%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
14
shares
|
$1,919
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
14
shares
|
$1,919
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
14
shares
|
$1,919
0.0% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
13
shares
|
$1,782
0.0% of portfolio
|
Q4 2023
Reduced 93.43%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
12
shares
|
$1,645
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
12
shares
|
$1,645
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
12
shares
|
$1,645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
12
shares
|
$1,645
0.0% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
12
shares
|
$1,645
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
11
shares
|
$1,508
0.0% of portfolio
|
Q3 2025
Reduced 98.67%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
11
shares
|
$1,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
11
shares
|
$1,508
0.0% of portfolio
|
Q3 2025
Reduced 8.33%
|
|