DTE Energy (DTE) Institutional Ownership

$111.32
+1.00 (+0.91%)
(As of 05/1/2024 ET)

Institutional Ownership Changes (13F Filings) for DTE Energy (NYSE:DTE)

Current
Institutional Ownership
Percentage
76.06%
Number of
Institutional Buyers
(last 12 months)
440
Total
Institutional Inflows
(last 12 months)
$1.68B
Number of
Institutional Sellers
(last 12 months)
275
Total
Institutional Outflows
(last 12 months)
$1.15B
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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
5/1/2024Janney Montgomery Scott LLC41,335$4.64M0.0%+446.5%0.020%
5/1/2024BNP Paribas Financial Markets169,340$18.99M0.0%+2.8%0.082%
5/1/2024Mirae Asset Global Investments Co. Ltd.36,577$3.94M0.0%-5.6%0.018%
5/1/2024 Sequoia Financial Advisors LLC12,614$1.42M0.0%-2.3%0.006%
4/30/2024 Private Advisor Group LLC16,342$1.83M0.0%+42.3%0.008%
4/30/2024 Retirement Systems of Alabama45,568$5.11M0.0%+0.3%0.022%
4/30/2024 Caprock Group LLC2,171$246K0.0%-5.5%0.001%
4/30/2024 Perigon Wealth Management LLC9,447$1.06M0.0%+16.5%0.005%
4/30/2024 SkyOak Wealth LLC2,111$237K0.1%-4.1%0.001%
4/30/2024 Allspring Global Investments Holdings LLC157,287$17.64M0.0%-19.4%0.076%
4/29/2024Commonwealth Equity Services LLC90,561$10.16M0.0%-3.3%0.044%
4/29/2024 Greenleaf Trust5,692$638K0.0%-2.5%0.003%
4/29/2024 Principal Financial Group Inc.254,477$28.54M0.0%+1.5%0.123%
4/29/2024 Benjamin F. Edwards & Company Inc.1,451$162K0.0%N/A0.001%
4/29/2024 Mn Services Vermogensbeheer B.V.83,447$9.36M0.1%-14.9%0.040%
4/26/2024 Pinnacle Associates Ltd.5,955$668K0.0%+6.9%0.003%
4/26/2024 Securian Asset Management Inc.12,111$1.36M0.0%-7.0%0.006%
4/26/2024 Yousif Capital Management LLC35,019$3.93M0.0%-7.5%0.017%
4/26/2024 SYSTM Wealth Solutions LLC1,903$214K0.0%+163.9%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.4,193$470K0.0%N/A0.002%
4/26/2024 Triton Wealth Management PLLC1,829$203K0.1%N/A0.001%
4/25/2024 New York State Teachers Retirement System234,784$26.33M0.1%+9.3%0.113%
4/25/2024 Center for Financial Planning Inc.4,972$558K0.1%+2.2%0.002%
4/25/2024 Bank of New York Mellon Corp1,431,533$160.53M0.0%-0.1%0.692%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 49,187$5.52M0.0%-0.6%0.024%
4/25/2024 Cambridge Investment Research Advisors Inc.34,011$3.81M0.0%+1.3%0.016%
4/24/2024 Patton Albertson Miller Group LLC42,710$4.79M0.7%+26.9%0.021%
4/24/2024 V Square Quantitative Management LLC3,187$357K0.1%+35.2%0.002%
4/24/2024 Pinnacle Wealth Management Group Inc.3,058$343K0.3%-5.1%0.001%
4/24/2024 Simplicity Wealth LLC4,319$484K0.0%N/A0.002%
4/24/2024 Avitas Wealth Management LLC23,502$2.64M0.4%+0.9%0.011%
4/24/2024 Spire Wealth Management632$71K0.0%+65.0%0.000%
4/24/2024 Assenagon Asset Management S.A.6,480$727K0.0%+12.1%0.003%
4/23/2024 Louisiana State Employees Retirement System12,000$1.35M0.0%-4.0%0.006%
4/23/2024 WASHINGTON TRUST Co500$56K0.0%N/A0.000%
4/23/2024 Venturi Wealth Management LLC4,563$512K0.0%-8.3%0.002%
4/23/2024 Amalgamated Bank42,663$4.78M0.0%-16.2%0.021%
4/23/2024 Gradient Investments LLC698$78K0.0%-66.6%0.000%
4/23/2024 New Mexico Educational Retirement Board10,396$1.17M0.0%-2.8%0.005%
4/23/2024 Raymond James Financial Services Advisors Inc.45,387$5.09M0.0%-5.0%0.022%
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4/23/2024 Stonegate Investment Group LLC2,588$290K0.0%N/A0.001%
4/22/2024 Confluence Wealth Services Inc.3,089$346K0.0%-25.6%0.001%
4/22/2024 Centennial Wealth Advisory LLC5,204$584K0.3%-3.1%0.003%
4/22/2024 PFG Investments LLC9,804$1.10M0.1%+380.6%0.005%
4/22/2024 Oakworth Capital Inc.508$57K0.0%-42.5%0.000%
4/22/2024 Raymond James & Associates333,766$37.43M0.0%+59.3%0.161%
4/22/2024 IFM Investors Pty Ltd42,442$4.76M0.1%+0.8%0.021%
4/19/2024 FORVIS Wealth Advisors LLC16,544$1.86M0.0%+8.9%0.008%
4/19/2024 Leeward Investments LLC MA134,138$15.04M0.7%+4.0%0.065%
4/19/2024 Retirement Guys Formula LLC8,299$931K0.5%+194.6%0.004%
4/19/2024 First Trust Direct Indexing L.P.6,949$779K0.1%+8.2%0.003%
4/19/2024 Arvest Investments Inc.20,766$2.33M0.4%-11.3%0.010%
4/19/2024 State of Alaska Department of Revenue30,997$3.48M0.0%-7.7%0.015%
4/19/2024 Denali Advisors LLC300$34K0.0%N/A0.000%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.496,580$55.69M0.0%-0.9%0.240%
4/18/2024 State of Michigan Retirement System56,577$6.35M0.0%+0.2%0.027%
4/18/2024 Allspring Global Investments Holdings LLC157,287$17.64M0.0%-19.4%0.076%
4/17/2024 Stephens Consulting LLC3,842$431K0.1%-3.9%0.002%
4/17/2024 Founders Financial Securities LLC7,156$802K0.1%N/A0.003%
4/17/2024 Foguth Wealth Management LLC.2,272$255K0.1%N/A0.001%
4/17/2024 Hennion & Walsh Asset Management Inc.10,621$1.19M0.1%-9.9%0.005%
4/16/2024 Capital Asset Advisory Services LLC3,500$382K0.0%-12.3%0.002%
4/16/2024 Hennessy Advisors Inc.52,304$5.87M0.2%-4.4%0.025%
4/16/2024 Wealth Enhancement Advisory Services LLC13,990$1.57M0.0%+15.8%0.007%
4/16/2024 Procyon Advisors LLC9,206$1.03M0.1%N/A0.004%
4/15/2024 Wealthcare Advisory Partners LLC2,009$225K0.0%N/A0.001%
4/15/2024 Sovereign Financial Group Inc.3,363$377K0.1%N/A0.002%
4/12/2024 Riverview Trust Co1,375$154K0.1%N/A0.001%
4/12/2024 Gateway Investment Advisers LLC1,821$204K0.0%-10.7%0.001%
4/12/2024 Miller Howard Investments Inc. NY12,286$1.38M0.0%-16.4%0.006%
4/12/2024 Global Assets Advisory LLC110,730$12.42M0.0%N/A0.054%
4/12/2024 Lloyd Advisory Services LLC.6,850$768K0.2%N/A0.003%
4/12/2024 Steph & Co.1,664$187K0.1%+15.6%0.001%
4/11/2024 City Holding Co.8,402$942K0.1%+14.8%0.004%
4/11/2024 Hummer Financial Advisory Services Inc4,553$515K0.4%+3.2%0.002%
4/10/2024 Czech National Bank36,325$4.07M0.1%+0.6%0.018%
4/10/2024 Signal Advisors Wealth LLC2,567$288K0.1%+17.2%0.001%
4/9/2024 Montecito Bank & Trust3,751$421K0.1%-11.6%0.002%
4/9/2024 Farmers Trust Co.2,508$281K0.1%N/A0.001%
4/9/2024 Massmutual Trust Co. FSB ADV3,684$413K0.0%-7.6%0.002%
4/9/2024 Rise Advisors LLC273$31K0.0%+89.6%0.000%
4/5/2024 GAMMA Investing LLC2,861$321K0.1%+25.0%0.001%
4/5/2024 NBC Securities Inc.870$97K0.0%-24.0%0.000%
4/5/2024 CWM LLC9,851$1.11M0.0%-12.5%0.005%
4/4/2024 Advance Capital Management Inc.3,524$395K0.0%-25.3%0.002%
3/29/2024 Adirondack Trust Co.1,010$109K0.0%-23.8%0.000%
3/27/2024Nomura Holdings Inc.4,148$457K0.0%N/A0.002%
3/26/2024HighPoint Advisor Group LLC14,173$1.54M0.1%N/A0.007%
3/22/2024PNC Financial Services Group Inc.50,084$5.52M0.0%+15.7%0.024%
3/21/2024Grayhawk Investment Strategies Inc.11,837$1.31M0.7%N/A0.006%
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3/14/2024 Hennessy Advisors Inc.54,704$6.03M0.3%-2.7%0.026%
3/11/2024Vanguard Group Inc.25,058,287$2.76B0.1%-0.6%12.138%
3/6/2024SageView Advisory Group LLC6,705$701K0.0%+30.8%0.003%
3/4/2024Richardson Financial Services Inc.1,615$178K0.2%N/A0.001%
3/4/2024Vima LLC2,282$252K0.6%N/A0.001%
3/1/2024Royal London Asset Management Ltd.46,634$5.14M0.0%+15.1%0.023%
3/1/2024Creekmur Asset Management LLC479$53K0.0%N/A0.000%
3/1/2024Goldman Sachs Group Inc.665,528$73.38M0.0%+19.2%0.322%
2/29/2024Scarborough Advisors LLC851$94K0.0%N/A0.000%
2/29/2024Tortoise Investment Management LLC393$43K0.0%-60.2%0.000%
(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, 768 institutional investors and hedge funds held shares of DTE Energy. The most heavily invested institutionals were Vanguard Group Inc. ($2.76B), Capital Research Global Investors ($2.31B), BlackRock Inc. ($2.11B), State Street Corp ($1.14B), Price T Rowe Associates Inc. MD ($509.91M), Ameriprise Financial Inc. ($509.08M), and Geode Capital Management LLC ($476.18M).Learn more on DTE's institutional investors.

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

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

Which institutional investors have been buying DTE Energy stock?

Of the 676 institutional investors that purchased DTE Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital Research Global Investors ($4.29M), Point72 Asset Management L.P. ($2.62M), Neuberger Berman Group LLC ($2.41M), Boston Partners ($1.41M), Natixis ($1.19M), BlackRock Inc. ($1.11M), and State Street Corp ($1.06M).

How much institutional buying is happening at DTE Energy?

Institutional investors have bought a total of 37,778,689 shares in the last 24 months. This purchase volume represents approximately $4.40B in transactions.

Which DTE Energy major shareholders have been selling company stock?

Of the 420 institutional investors that sold DTE Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Franklin Resources Inc. ($3.78M), JPMorgan Chase & Co. ($1.77M), Natixis ($1.34M), BlackRock Inc. ($1.04M), Vanguard Group Inc. ($889.45K), Acadian Asset Management LLC ($847.34K), and ExodusPoint Capital Management LP ($607.24K).

How much institutional selling is happening at DTE Energy?

Institutional investors have sold a total of 23,655,707 shares in the last 24 months. This volume of shares sold represents approximately $2.75B in transactions.


This page (NYSE:DTE) was last updated on 5/2/2024 by MarketBeat.com Staff

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