DTE ENERGY CO (DTE)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | $4.0M | 32,792 | 0.11% | 9q | +1.5%+$58.6K |
| Farther Finance Advisors, LLC | $1.6M | 12,817 | 0.01% | 16q | +7.9%+$114.1K |
| GAMMA Investing LLC | $1.1M | 9,019 | 0.04% | 12q | -7.3%-$86.1K |
| GoalVest Advisory LLC | $1.0M | 8,256 | 0.17% | 6q | +2.9%+$28.5K |
| Strategic Financial Group, LLC | $936.4K | 7,688 | 0.91% | 3q | +0.8%+$7.3K |
| Apella Capital, LLC | $726.2K | 5,707 | 0.01% | 7q | +10.3%+$68.0K |
| Gradient Investments LLC | $611.7K | 5,022 | 0.01% | 3q | +29.4%+$139.1K |
| Hummer Financial Advisory Services Inc | $542.6K | 4,413 | 0.35% | 28q | HELD |
| Investors Research Corp | $520.7K | 4,275 | 0.09% | new | NEW |
| Venture Visionary Partners LLC | $483.4K | 3,969 | 0.01% | 24q | HELD |
| Arbor Wealth Advisors LLC | $463.8K | 3,808 | 0.29% | 12q | HELD |
| Legacy Private Trust Co. | $462.2K | 3,795 | 0.03% | 32q | HELD |
| MassMutual Private Wealth & Trust, FSB | $369.5K | 3,034 | 0.01% | 32q | -4.8%-$18.5K |
| Kaydan Wealth Management, Inc. | $340.7K | 2,797 | 0.12% | 20q | HELD |
| Montecito Bank & Trust | $318.9K | 2,618 | 0.05% | 31q | HELD |
| RIVERSEDGE ADVISORS, LLC | $303.2K | 2,489 | 0.04% | new | NEW |
| Wedmont Private Capital | $282.7K | 2,224 | 0.01% | 2q | +56.5%+$102.1K |
| Versant Capital Management, Inc | $210.2K | 1,726 | 0.02% | 32q | -1.7%-$3.7K |
| BURKETT FINANCIAL SERVICES, LLC | $126.8K | 1,041 | 0.04% | 12q | +0.9%+$1.1K |
| Hickory Point Bank & Trust | $116.6K | 957 | 0.07% | 3q | HELD |
| STEPH & CO | $69.8K | 573 | 0.02% | 28q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $59.6K | 489 | 0.01% | 32q | HELD |
| Planning Strategies Inc. | $53.2K | 437 | 0.03% | 2q | +1.9% |
| AMERICAN NATIONAL BANK & TRUST | $50.5K | 415 | 0.00% | 22q | +3.2%+$1.6K |
| Dakota Community Bank & Trust NA | $48.7K | 400 | 0.14% | 16q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $32.4K | 266 | 0.01% | 5q | +682.4%+$28.3K |
| Grove Bank & Trust | $24.8K | 204 | 0.00% | 9q | +15.9%+$3.4K |
| EASTERN BANK | $24.4K | 200 | 0.00% | 9q | HELD |
| Coastline Trust Co | $12.2K | 100 | 0.00% | 9q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $12.2K | 100 | 0.00% | 16q | HELD |
| Mn Services Vermogensbeheer B.V. | $7.4K | 60,535 | 0.06% | 31q | HELD |
| Marquette Asset Management, LLC | $5.5K | 45 | 0.00% | 2q | +800.0%+$4.9K |
| GK Wealth Management LLC | $2.2K | 18 | 0.00% | new | NEW |
| Retirement Wealth Solutions LLC | $1.1K | 9 | 0.00% | new | NEW |
| CX Institutional | $484 | 3,974 | 0.01% | 7q | -11.0% |
| Davis Capital Management | $244 | 2 | 0.00% | 2q | -50.0% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | Capital World Investors | 4.9% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-04 | 2026-09-01 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-14 | Muschong Lisa A. | VP, Corp Sec & Chief of Staff | Sold | 1,000 | $143.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 34 | $14.9M | 121,705 | 4 | 13 | 4 | 0.0% |
| Q2 2026 | 1,034 | $28.1B | 184,465,263 | 125 | 399 | 250 | 0.3% |
| Q1 2026 | 981 | $25.4B | 173,666,576 | 124 | 329 | 280 | 0.2% |
| Q4 2025 | 961 | $21.0B | 162,563,768 | 98 | 280 | 298 | 0.2% |
| Q3 2025 | 923 | $23.6B | 166,456,627 | 87 | 312 | 270 | 0.2% |
| Q2 2025 | 935 | $21.9B | 165,394,181 | 92 | 355 | 250 | 0.2% |
| Q1 2025 | 925 | $22.5B | 162,310,410 | 110 | 305 | 255 | 0.2% |
| Q4 2024 | 878 | $19.3B | 159,800,801 | 65 | 335 | 217 | 0.2% |
| Q3 2024 | 846 | $20.6B | 160,423,557 | 97 | 283 | 244 | 0.2% |
| Q2 2024 | 802 | $17.9B | 161,085,340 | 72 | 281 | 239 | 0.3% |
| Q1 2024 | 786 | $18.5B | 164,837,290 | 80 | 261 | 226 | 0.3% |
| Q4 2023 | 755 | $17.7B | 160,363,177 | 73 | 229 | 232 | 0.2% |
| Q3 2023 | 711 | $15.5B | 155,705,346 | 58 | 223 | 236 | 0.2% |
| Q2 2023 | 730 | $17.0B | 154,260,573 | 53 | 258 | 220 | 0.2% |
| Q1 2023 | 727 | $17.0B | 154,544,506 | 58 | 246 | 231 | 0.3% |
| Q4 2022 | 770 | $17.9B | 152,340,809 | 86 | 261 | 197 | 0.1% |
| Q3 2022 | 704 | $16.7B | 144,431,963 | 44 | 245 | 209 | 0.3% |
| Q2 2022 | 739 | $18.1B | 142,277,702 | 72 | 262 | 195 | 0.1% |
| Q1 2022 | 718 | $18.9B | 142,327,145 | 83 | 217 | 207 | 0.2% |
| Q4 2021 | 701 | $16.7B | 139,857,768 | 66 | 192 | 202 | 0.2% |
| Q3 2021 | 652 | $15.7B | 139,935,884 | 53 | 231 | 182 | 0.3% |
| Q2 2021 | 685 | $18.3B | 141,406,455 | 73 | 213 | 203 | 0.2% |
| Q1 2021 | 673 | $19.2B | 143,889,083 | 58 | 204 | 217 | 0.1% |
| Q4 2020 | 675 | $17.2B | 141,390,944 | 81 | 180 | 229 | 0.1% |
| Q3 2020 | 622 | $16.3B | 141,548,282 | 57 | 170 | 223 | 0.2% |
| Q2 2020 | 625 | $15.5B | 142,952,161 | 76 | 172 | 237 | 0.4% |
| Q1 2020 | 615 | $13.5B | 141,588,799 | 62 | 206 | 223 | 0.2% |
| Q4 2019 | 688 | $18.9B | 145,203,072 | 66 | 234 | 183 | 0.1% |
| Q3 2019 | 651 | $17.9B | 134,755,856 | 60 | 212 | 180 | 0.1% |
| Q2 2019 | 655 | $16.8B | 131,224,061 | 57 | 209 | 197 | 0.2% |
| Q1 2019 | 665 | $16.2B | 129,662,837 | 73 | 236 | 171 | 0.2% |
| Q4 2018 | 661 | $14.8B | 133,550,453 | 12 | 7 | 10 | 0.2% |