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DTE Energy (DTE) Institutional Ownership

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$139.51 +0.49 (+0.35%)
Closing price 03:59 PM Eastern
Extended Trading
$138.43 -1.08 (-0.77%)
As of 07:25 PM Eastern
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Institutional Ownership Changes (13F Filings) for DTE Energy (NYSE:DTE)

Current
Institutional Ownership
Percentage
76.06%
Number of
Institutional Buyers
(last 12 months)
585
Total
Institutional Inflows
(last 12 months)
$3.71B
Number of
Institutional Sellers
(last 12 months)
360
Total
Institutional Outflows
(last 12 months)
$2.30B
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DTE Institutional Buying and Selling by Quarter

DTE Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025NorthRock Partners LLC3,681$491K0.0%+41.6%0.002%
7/25/2025Atria Wealth Solutions Inc.4,230$561K0.0%-54.1%0.002%
7/25/2025Envestnet Portfolio Solutions Inc.6,273$831K0.0%+12.8%0.003%
7/25/2025Sequoia Financial Advisors LLC15,181$2.01M0.0%+1.1%0.007%
7/25/2025Yousif Capital Management LLC33,583$4.45M0.0%-0.4%0.016%
7/25/2025Stack Financial Management Inc111,303$14.74M1.3%-0.9%0.054%
7/25/2025Stephens Consulting LLC8,894$1.18M0.3%-1.6%0.004%
7/25/2025Allspring Global Investments Holdings LLC145,035$19.21M0.0%-1.7%0.070%
7/25/2025LRI Investments LLC835$111K0.0%+456.7%0.000%
7/25/2025CWM LLC23,848$3.16M0.0%+7.4%0.011%
7/25/2025Vanguard Personalized Indexing Management LLC27,196$3.61M0.0%+18.7%0.013%
7/25/2025Concurrent Investment Advisors LLC5,376$712K0.0%N/A0.003%
7/25/2025Apollon Wealth Management LLC2,682$355K0.0%+11.1%0.001%
7/25/2025Fifth Third Wealth Advisors LLC2,325$308K0.0%-5.1%0.001%
7/24/2025 Folger Nolan Fleming Douglas Capital Management Inc.1,788$237K0.0%-11.8%0.001%
7/24/2025 Trust Co. of Toledo NA OH2,236$296K0.0%+36.7%0.001%
7/24/2025 Bernard Wealth Management Corp.10,991$1.46M0.7%+7.9%0.005%
7/24/2025 Aberdeen Group plc97,536$12.92M0.0%+9.6%0.047%
7/24/2025 Eastern Bank272$36K0.0%-81.4%0.000%
7/24/2025 Lmcg Investments LLC17,053$2.26M0.1%-4.0%0.008%
7/24/2025 Blue Trust Inc.3,199$424K0.0%+17.4%0.002%
7/24/2025 Cyndeo Wealth Partners LLC62,054$8.22M0.5%+4.4%0.030%
7/24/2025 IFP Advisors Inc3,292$447K0.0%-80.7%0.002%
7/24/2025 Callan Family Office LLC5,256$696K0.0%+198.0%0.003%
7/24/2025 Blair William & Co. IL10,500$1.39M0.0%+3.0%0.005%
7/24/2025 Leo Wealth LLC10,824$1.43M0.1%+15.6%0.005%
7/23/2025 Tectonic Advisors LLC5,517$731K0.0%-1.5%0.003%
7/23/2025 Maryland State Retirement & Pension System10,071$1.33M0.0%+4.2%0.005%
7/23/2025 Optas LLC2,696$357K0.1%N/A0.001%
7/23/2025 Bar Harbor Wealth Management2,516$333K0.0%+28.4%0.001%
7/23/2025 Venturi Wealth Management LLC4,854$643K0.0%-1.5%0.002%
7/23/2025 Friedenthal Financial6,715$889K0.5%N/A0.003%
7/23/2025 626 Financial LLC1,820$241K0.1%N/A0.001%
7/23/2025 Prime Capital Investment Advisors LLC2,334$309K0.0%-26.4%0.001%
7/22/2025 Comprehensive Financial Consultants Institutional Inc.2,722$361K0.1%-11.7%0.001%
7/22/2025 DAVENPORT & Co LLC3,287$435K0.0%+35.8%0.002%
7/22/2025 Wealthcare Advisory Partners LLC4,898$649K0.0%+93.8%0.002%
7/22/2025 Checchi Capital Advisers LLC1,847$245K0.0%-10.1%0.001%
7/21/2025 NTV Asset Management LLC1,820$241K0.0%-14.2%0.001%
7/21/2025 111 Capital3,815$505K0.1%N/A0.002%
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7/21/2025 Hennessy Advisors Inc.51,304$6.80M0.2%+1.0%0.025%
7/21/2025 QRG Capital Management Inc.46,651$6.18M0.1%+33.7%0.022%
7/21/2025 Segment Wealth Management LLC1,548$205K0.0%N/A0.001%
7/21/2025 Ascent Group LLC13,677$1.81M0.1%+0.8%0.007%
7/21/2025 Ameritas Advisory Services LLC312$41K0.0%-97.2%0.000%
7/21/2025 Ashton Thomas Securities LLC3,220$427K0.1%N/A0.002%
7/21/2025 Hilltop National Bank636$84K0.0%N/A0.000%
7/21/2025 Mirae Asset Global Investments Co. Ltd.24,291$3.22M0.0%+10.2%0.012%
7/18/2025 Robeco Institutional Asset Management B.V.225,120$29.82M0.0%+6.8%0.108%
7/18/2025 USA Financial Formulas6,888$912K0.2%N/A0.003%
7/18/2025 SOA Wealth Advisors LLC.974$129K0.0%+85.5%0.000%
7/18/2025 PFG Investments LLC8,335$1.10M0.1%+1.2%0.004%
7/18/2025 Columbia Asset Management11,272$1.49M0.3%-97.9%0.005%
7/17/2025 Trivium Point Advisory LLC7,286$965K0.1%-7.6%0.004%
7/17/2025 Greenleaf Trust5,639$747K0.0%-8.9%0.003%
7/17/2025 Capital Investment Advisors LLC6,544$867K0.0%-4.8%0.003%
7/17/2025 Centennial Wealth Advisory LLC6,355$842K0.3%-2.4%0.003%
7/17/2025 Janney Montgomery Scott LLC53,714$7.12M0.0%+9.9%0.026%
7/17/2025 V Square Quantitative Management LLC3,218$426K0.1%+9.4%0.002%
7/17/2025 City Holding Co.8,327$1.10M0.1%+3.3%0.004%
7/17/2025 Patton Albertson Miller Group LLC32,961$4.37M0.6%+7.9%0.016%
7/16/2025 First American Bank12,938$1.71M0.1%+5.2%0.006%
7/16/2025 State of Alaska Department of Revenue23,292$3.09M0.0%-4.1%0.011%
7/16/2025 Patton Fund Management Inc.1,634$216K0.2%N/A0.001%
7/16/2025 FCG Investment Co8,747$1.16M0.6%N/A0.004%
7/16/2025 Steph & Co.1,165$154K0.0%-35.9%0.001%
7/16/2025 Maridea Wealth Management LLC3,600$477K0.1%N/A0.002%
7/15/2025 Retirement Guys Formula LLC10,627$1.41M0.5%+3.3%0.005%
7/15/2025 Peddock Capital Advisors LLC10,943$1.45M0.3%+30.8%0.005%
7/15/2025 Public Employees Retirement System of Ohio68,366$9.06M0.0%+7.4%0.033%
7/15/2025 Northside Capital Management LLC38,238$5.07M0.4%N/A0.018%
7/15/2025 Cranbrook Wealth Management LLC6,541$866K0.2%+322.5%0.003%
7/15/2025 Fifth Third Bancorp7,559$1.00M0.0%-1.9%0.004%
7/15/2025 Retirement Income Solutions Inc2,365$313K0.1%-21.9%0.001%
7/14/2025 CHICAGO TRUST Co NA5,839$773K0.1%N/A0.003%
7/14/2025 Opal Wealth Advisors LLC1,099$146K0.0%N/A0.001%
7/14/2025 GAMMA Investing LLC8,878$1.18M0.1%+3.7%0.004%
7/14/2025 S.A. Mason LLC1,040$138K0.1%-8.4%0.001%
7/14/2025 Park Avenue Securities LLC9,626$1.28M0.0%-3.0%0.005%
7/11/2025 Farther Finance Advisors LLC6,008$796K0.0%+40.7%0.003%
7/11/2025 Adirondack Trust Co.1,200$159K0.1%+40.5%0.001%
7/11/2025 My Legacy Advisors LLC3,908$522K0.2%-5.4%0.002%
7/11/2025 Miller Howard Investments Inc. NY13,604$1.80M0.1%+5.7%0.007%
7/11/2025 Diversified Trust Co2,387$316K0.0%-5.7%0.001%
7/11/2025 International Private Wealth Advisors LLC2,206$292K0.3%-15.6%0.001%
7/11/2025 IFM Investors Pty Ltd30,696$4.07M0.0%+0.8%0.015%
7/10/2025 Oliver Lagore Vanvalin Investment Group8,617$1.19M0.4%N/A0.004%
7/10/2025 Baker Tilly Wealth Management LLC3,073$407K0.1%-5.1%0.001%
7/10/2025 Exchange Traded Concepts LLC8,341$1.11M0.0%-0.9%0.004%
7/10/2025 Fulton Bank N.A.12,176$1.61M0.1%-7.1%0.006%
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7/10/2025 NorthCrest Asset Manangement LLC1,925$254K0.0%N/A0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC79,431$10.48M0.0%+197.2%0.038%
7/10/2025 Mn Services Vermogensbeheer B.V.77,547$10.27M0.1%+3.9%0.037%
7/10/2025 Secure Asset Management LLC4,481$594K0.1%+8.5%0.002%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd24,711$3.27M0.0%+2.3%0.012%
7/10/2025 Signal Advisors Wealth LLC3,572$473K0.0%+5.0%0.002%
7/9/2025 Sivia Capital Partners LLC1,534$203K0.1%N/A0.001%
7/9/2025 Lincoln Capital Corp22,117$2.93M1.1%+1.8%0.011%
7/9/2025 Pallas Capital Advisors LLC34,000$4.50M0.2%+0.6%0.016%
7/9/2025 Tounjian Advisory Partners LLC8,938$1.24M0.2%-1.3%0.004%
(Data available from 1/1/2016 forward)

DTE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DTE shares?

During the previous two years, 890 institutional investors and hedge funds held shares of DTE Energy. The most heavily invested institutionals were Vanguard Group Inc. ($3.45B), Capital Research Global Investors ($2.28B), BlackRock Inc. ($2.11B), State Street Corp ($1.32B), Capital World Investors ($823.91M), Ameriprise Financial Inc. ($719.70M), and Geode Capital Management LLC ($592.64M).Learn more on DTE Energy's institutional investors.

What percentage of DTE Energy's stock is owned by institutional investors?

76.06% of DTE Energy's stock is owned by institutional investors. Learn more on DTE's institutional investor holdings.

Which institutional investors have been buying DTE Energy's stock?

Of the 774 institutional investors that purchased DTE Energy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mizuho Securities USA LLC ($7.03M), Capital World Investors ($3.77M), Capital Research Global Investors ($2.33M), Janus Henderson Group PLC ($2.14M), Clearbridge Investments LLC ($1.93M), Point72 Asset Management L.P. ($1.91M), and Boston Partners ($1.61M).

How much institutional buying is happening at DTE Energy?

Institutional investors have bought a total of 29,502,180 shares in the last 24 months. This purchase volume represents approximately $3.71B in transactions.

Which of DTE Energy's major shareholders have been selling company stock?

Of the 358 institutional investors that sold DTE Energy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: T. Rowe Price Investment Management Inc. ($4.89M), Neuberger Berman Group LLC ($1.53M), Capital Research Global Investors ($1.32M), JPMorgan Chase & Co. ($925.75K), Verition Fund Management LLC ($732.29K), Ameriprise Financial Inc. ($598.83K), and Westwood Holdings Group Inc. ($589.32K).

How much institutional selling is happening at DTE Energy?

Institutional investors have sold a total of 18,516,721 shares in the last 24 months. This volume of shares sold represents approximately $2.30B in transactions.



This page (NYSE:DTE) was last updated on 7/25/2025 by MarketBeat.com Staff
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