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Disclosery

DTE DTE ENERGY CO

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Stock (common), issuer CIK 936340

858 managers (880 13F filers) reported a position in DTE shares at 2024-12-31, 159,572,340 shares in all. 68 filers opened a position and 73 filers sold out during the quarter.

Managers
858
13F filers
880
New
68
Added
365
Reduced
233
Sold out
73
Shares held by filers
159,572,340

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Fermata Advisors, LLC1,892$228K0.04%+1513F-HRTimeline
Diversified Portfolios, Inc.1,885$228K0.02%+713F-HRTimeline
Triton Wealth Management, PLLC1,859$227K0.12%+1413F-HRTimeline
Atlanta Consulting Group Advisors, LLC1,820$222K0.08%-10913F-HR/ATimeline
Pointe Capital Management LLC1,829$221K0.13%013F-HR/ATimeline
Caldwell Trust Co1,819$220K0.02%013F-HRTimeline
Quantum Financial Advisors, LLC1,804$218K0.03%-14513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,800$217K0.01%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC1,783$215K0.06%013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC1,764$213K<0.01%-7813F-HRTimeline
Vise Technologies, Inc.1,760$213K0.02%new13F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI1,754$212K0.01%new13F-HRTimeline
Veltria Advisors Corp.1,752$212K0.09%013F-HRTimeline
GWN SECURITIES INC.1,771$211K0.06%13F-HRTimeline
Checchi Capital Advisers, LLC1,730$209K0.02%-313F-HRTimeline
Atom Investors LP1,728$209K0.03%-81213F-HRTimeline
Crestwood Advisors Group, LLC1,711$207K<0.01%new13F-HRTimeline
Financial Advisory Corp1,710$206K0.04%13F-HRTimeline
MATHER GROUP, LLC.1,708$206K<0.01%+7313F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,706$206K0.03%-4113F-HRTimeline
Alaska Permanent Fund Corp1,703$206K<0.01%013F-HRTimeline
Old Port Advisors1,683$203K0.06%-2513F-HRTimeline
Stanley-Laman Group, Ltd.1,682$203K0.03%-313F-HRTimeline
Sonora Investment Management Group, LLC1,674$202K0.02%013F-HRTimeline
Longboard Asset Management, LP1,666$201K0.53%13F-HRTimeline
Morey & Quinn Wealth Partners, LLC1,664$201K0.17%13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,645$199K<0.01%+25513F-HRTimelineGroup
GeoWealth Management, LLC1,619$195K0.01%+62513F-HRTimeline
New Age Alpha Advisors, LLC1,607$194K0.01%+1,48213F-HR/ATimeline
Cranbrook Wealth Management, LLC1,586$191K0.04%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,525$184K0.02%-2613F-HRTimeline
STEPH & CO1,523$184K0.06%-10613F-HRTimeline
MCF Advisors LLC1,509$184K0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,476$178K0.02%-36713F-HRTimeline
Wilmington Savings Fund Society, FSB1,469$177K<0.01%+26513F-HRTimeline
Continuum Advisory, LLC1,443$174K0.02%+1513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,445$174K0.12%-19013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,406$170K0.01%+5813F-HRTimeline
EASTERN BANK1,360$164K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.1,359$164K0.01%-1313F-HRTimeline
Financial Perspectives, Inc1,346$163K0.05%+613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,284$155K<0.01%+2613F-HRTimeline
Clearstead Advisors, LLC1,267$153K<0.01%-8613F-HRTimeline
Quarry LP1,230$149K0.03%+39813F-HRTimeline
Arax Advisory Partners1,219$147K0.01%+1,10213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,205$146K0.01%+9013F-HRTimelineGroup
Sound Income Strategies, LLC1,188$143K0.01%+37013F-HRTimeline
Crews Bank & Trust1,171$141K0.02%13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,136$137K0.06%013F-HRTimeline
S.A. Mason LLC1,130$136K0.07%+513F-HRTimeline
OSTRUM ASSET MANAGEMENT1,056$128K0.01%-4513F-HRTimeline
Riverview Trust Co1,053$127K0.12%013F-HRTimeline
Tortoise Investment Management, LLC1,026$124K0.01%+29213F-HR/ATimeline
Kohmann Bosshard Financial Services, LLC1,000$121K0.01%new13F-HRTimeline
WEBSTER BANK, N. A.995$120K0.01%013F-HRTimeline
ADIRONDACK TRUST CO995$120K0.05%013F-HRTimeline
Washington Trust Advisors, Inc.955$115K0.01%013F-HRTimeline
Lindbrook Capital, LLC954$115K0.01%-513F-HRTimeline
Pacific Center for Financial Services920$111K0.03%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV897$108K0.02%-1513F-HRTimeline
GPS Wealth Strategies Group, LLC854$103K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC835$101K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners821$99.1K0.02%013F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding801$96.7K+553Timeline
WASHINGTON TRUST Co800$96.6K<0.01%+30013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P798$96K<0.01%+513F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.785$94.8K<0.01%+35413F-HRTimelineGroup
SENTRY INVESTMENT MANAGEMENT LLC774$93K0.04%-12613F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC735$88.8K0.02%013F-HRTimeline
Catalyst Capital Advisors LLC726$87.7K<0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC721$87.1K0.05%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST718$86.7K0.01%-3413F-HRTimeline
First Command Advisory Services, Inc.710$85.7K<0.01%-14213F-HRTimeline
AdvisorNet Financial, Inc697$84.1K0.01%+31313F-HRTimeline
United Community Bankin group United Community Bank677$81.7K0.03%013F-HRTimelineGroup
Cromwell Holdings LLC657$80K0.05%013F-HRTimeline
Atlantic Edge Private Wealth Management…655$79.1K0.02%-5,89013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC635$76.7K0.02%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC604$72.9K<0.01%013F-HRTimelineGroup
Gen-Wealth Partners Inc603$72.8K0.03%-12213F-HRTimeline
Brooklyn Investment Group602$72.7K0.02%-4513F-HRTimeline
Global Retirement Partners, LLC571$68.9K<0.01%-26413F-HRTimeline
AllSquare Wealth Management LLC552$66.7K0.04%013F-HRTimeline
DUNCKER STREETT & CO INC543$65.6K0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…543$65K<0.01%+52513F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC535$64.6K<0.01%+3513F-HRTimeline
SOA Wealth Advisors, LLC.520$62.8K0.01%+413F-HR/ATimeline
Crewe Advisors LLC514$62.1K0.01%+513F-HRTimeline
Parkside Financial Bank & Trust510$61.6K0.01%+1413F-HRTimeline
OAKWORTH CAPITAL, INC.501$60.5K<0.01%-713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP489$59K0.01%013F-HRTimeline
Robbins Farley472$57K0.03%new13F-HRTimeline
Fairscale Capital, LLC467$56.4K0.05%013F-HRTimeline
Heritage Wealth Advisors425$51.3K<0.01%+413F-HRTimeline
Hexagon Capital Partners LLC415$50.1K0.01%+6513F-HRTimeline
First Horizon Advisors, Inc.410$49.6K<0.01%+5013F-HRTimeline
GODSEY & GIBB, INC400$48.3K<0.01%013F-HRTimeline
Dakota Community Bank & Trust NA400$48.3K0.23%013F-HRTimeline
WPG Advisers, LLC389$47K0.04%13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …376$45.4K0.09%+3213F-HRTimeline
SITTNER & NELSON, LLC371$44.8K0.02%+813F-HRTimeline
Sandy Spring Bank363$43.8K<0.01%013F-HRTimeline
WFA Asset Management Corp362$43.7K0.02%+313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.355$42.9K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/350$42.3K0.02%013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.333$40.2K0.01%013F-HRTimeline
Mattson Financial Services, LLC293$37.6K0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.302$36.5K<0.01%+1113F-HRTimeline
HM PAYSON & CO300$36.2K<0.01%-7613F-HRTimeline
Coastline Trust Co300$36.2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TruNorth Capital Management, LLC300$36.2K0.01%013F-HRTimeline
Versant Capital Management, Inc297$35.9K0.01%+26713F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …293$35.4K0.01%new13F-HRTimelineGroup
Manchester Capital Management LLC286$34.5K<0.01%+313F-HRTimeline
Deseret Mutual Benefit Administrators283$34.2K0.02%013F-HRTimeline
Rise Advisors, LLC280$33.8K0.02%+213F-HRTimeline
Ridgewood Investments LLC276$33.3K0.02%013F-HRTimeline
Legacy Investment Solutions, LLC255$31.3K0.02%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…255$31.3K0.02%013F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC250$30.5K<0.01%013F-HRTimeline
City State Bank250$30.2K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC250$30.2K<0.01%013F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/235$28.4K0.01%013F-HRTimeline
Salomon & Ludwin, LLC235$28.4K<0.01%-213F-HRTimeline
TSFG, LLC236$28K0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…230$27.8K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO222$26.8K<0.01%-2,02513F-HRTimelineGroup
Asset Dedication, LLC221$26.7K<0.01%013F-HRTimeline
CVA Family Office, LLC219$26.4K<0.01%+7313F-HRTimeline
Mascoma Wealth Management LLC214$25.8K0.01%013F-HRTimeline
MOTCO200$24.1K<0.01%-1613F-HRTimeline
DT Investment Partners, LLC199$24K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC195$23.5K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…190$23.1K0.01%013F-HRTimeline
ESL Trust Services, LLC191$23.1K0.01%-5813F-HRTimeline
PSI Advisors, LLC187$22.6K0.01%013F-HRTimeline
Centerpoint Advisors, LLC180$22K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV175$21.1K<0.01%-10413F-HRTimeline
Smithfield Trust Co175$21K<0.01%013F-HRTimeline
Fortitude Family Office, LLC170$20.5K0.01%+1213F-HRTimeline
Anchor Investment Management, LLC169$20.4K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC164$19.8K0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/156$19K0.01%-4013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA150$18.1K<0.01%-15013F-HRTimeline
LRI Investments, LLC150$18.1K<0.01%013F-HRTimeline
Synergy Investment Management, LLC150$18.1K0.01%13F-HRTimeline
Covestor Ltd147$18K0.01%-2713F-HRTimeline
Hemington Wealth Management142$17K<0.01%+1413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…140$16.9K<0.01%013F-HRTimelineGroup
GW&K Investment Management, LLC134$16K<0.01%+213F-HRTimeline
Breakwater Investment Management128$15.5K0.01%013F-HR/ATimeline
BankPlus Trust Departmentin group BankPlus Trust Department120$14.5K<0.01%13F-HRTimelineGroup
Golden State Wealth Management, LLC118$14.3K<0.01%13F-HRTimeline
TD Waterhouse Canada Inc.115$13.9K<0.01%-2,52713F-HRTimeline
Bogart Wealth, LLC114$13.8K<0.01%+1413F-HRTimeline
Strategic Investment Solutions, Inc. /IL120$13.2K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…108$13K<0.01%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC109$13K<0.01%013F-HRTimelineGroup
Leonteq Securities AG106$12.8K<0.01%-9413F-HRTimeline
NFSG Corp103$12.4K<0.01%new13F-HRTimeline
CGC Financial Services, LLC101$12.2K<0.01%013F-HRTimeline
TRUST CO OF VERMONT100$12.1K<0.01%013F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.100$12.1K<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC100$12.1K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC100$12.1K<0.01%013F-HRTimeline
UNION SAVINGS BANK100$12.1K0.01%013F-HRTimeline
Hopwood Financial Services, Inc.100$12.1K0.01%13F-HRTimeline
WR Wealth Planners, LLC100$12.1K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC96$11.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
True Wealth Design, LLC92$11.1K<0.01%+8513F-HRTimeline
GF FUND MANAGEMENT CO. LTD.89$10.7K<0.01%13F-HRTimeline
Raleigh Capital Management Inc.89$10.7K<0.01%+4513F-HRTimeline
Zions Bancorporation, N.A.84$10.1K<0.01%-1213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.80$9.68K<0.01%+5613F-HRTimelineGroup
WEST PACES ADVISORS INC.80$9.66K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC77$9.3K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC75$9.06K<0.01%-2513F-HRTimelineGroup
Luminist Capital LLC75$9.06K0.02%13F-HRTimeline
Bellwether Advisors, LLC75$9.06K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC75$9.06K0.01%13F-HRTimeline
Whipplewood Advisors, LLC73$8.81K0.01%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…70$8.42K<0.01%013F-HRTimeline
Grove Bank & Trust62$7.49K<0.01%+2813F-HRTimeline
Bruce G. Allen Investments, LLC62$7.49K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT59$7.12K<0.01%+1213F-HRTimeline
Householder Group Estate & Retirement S…61$7K0.01%-2313F-HRTimeline
JFS WEALTH ADVISORS, LLC53$6.4K<0.01%+313F-HRTimeline
Investors Research Corp50$6.04K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC50$6.04K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC0$6.04K<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
Dunhill Financial, LLC50$6.04K<0.01%+1013F-HRTimeline
SIERRA OCEAN, LLC39$4.76K<0.01%13F-HRTimeline
Sachetta, LLC39$4.71K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC39$4.71K<0.01%013F-HRTimeline
TFC Financial Management, Inc.38$4.59K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.38$4.59K<0.01%-713F-HRTimeline
Financial Management Professionals, Inc.34$4.11K<0.01%+113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC34$4.11K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC33$3.98K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC33$3.98K<0.01%013F-HRTimeline