# DTE ENERGY CO (DTE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DTE/

- Reporting holders: 34
- Reported value: $14.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $4.0M | 32,792 | 0.1% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.6M | 12,817 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.1M | 9,019 | 0.0% | 12 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $1.0M | 8,256 | 0.2% | 6 |
| [Strategic Financial Group, LLC](https://holderbook.com/funds/2131286-strategic-financial-group-llc/) | $936.4K | 7,688 | 0.9% | 3 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $726.2K | 5,707 | 0.0% | 7 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $611.7K | 5,022 | 0.0% | 3 |
| [Hummer Financial Advisory Services Inc](https://holderbook.com/funds/1802279-hummer-financial-advisory-services-inc/) | $542.6K | 4,413 | 0.4% | 28 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $520.7K | 4,275 | 0.1% | 1 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $483.4K | 3,969 | 0.0% | 24 |
| [Arbor Wealth Advisors LLC](https://holderbook.com/funds/2009890-arbor-wealth-advisors-llc/) | $463.8K | 3,808 | 0.3% | 12 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $462.2K | 3,795 | 0.0% | 32 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $369.5K | 3,034 | 0.0% | 32 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $340.7K | 2,797 | 0.1% | 20 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $318.9K | 2,618 | 0.0% | 31 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $303.2K | 2,489 | 0.0% | 1 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $282.7K | 2,224 | 0.0% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $210.2K | 1,726 | 0.0% | 32 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $126.8K | 1,041 | 0.0% | 12 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $116.6K | 957 | 0.1% | 3 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $69.8K | 573 | 0.0% | 28 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $59.6K | 489 | 0.0% | 32 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $53.2K | 437 | 0.0% | 2 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $50.5K | 415 | 0.0% | 22 |
| [Dakota Community Bank & Trust NA](https://holderbook.com/funds/1950556-dakota-community-bank-trust-na/) | $48.7K | 400 | 0.1% | 16 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 34 | $14.9M |
| Q2 2026 | 1,034 | $28.1B |
| Q1 2026 | 981 | $25.4B |
| Q4 2025 | 961 | $21.0B |
| Q3 2025 | 923 | $23.6B |
| Q2 2025 | 935 | $21.9B |
| Q1 2025 | 925 | $22.5B |
| Q4 2024 | 878 | $19.3B |
| Q3 2024 | 846 | $20.6B |
| Q2 2024 | 802 | $17.9B |
| Q1 2024 | 786 | $18.5B |
| Q4 2023 | 755 | $17.7B |