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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
Kozak & Associates, Inc.31$3.77K<0.01%new13F-HRTimeline
Quent Capital, LLC31$3.76K<0.01%+2313F-HRTimeline
Bell Investment Advisors, Inc27$3.26K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…27$3.26K<0.01%013F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC25$3.21K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC26$3.17K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.26$3.14K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC25$3.05K<0.01%013F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT25$3.02K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC25$3.02K<0.01%013F-HRTimeline
Avion Wealth31$3K<0.01%+513F-HRTimeline
Capital Advisors, Ltd. LLC28$3K<0.01%+213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC24$2.92K<0.01%+513F-HRTimeline
Quest 10 Wealth Builders, Inc.24$2.9K<0.01%13F-HRTimeline
Avior Wealth Management, LLC22$2.66K<0.01%-1,51613F-HRTimeline
BOK Financial Private Wealth, Inc.21$2.56K<0.01%+2113F-HRTimeline
Aventura Private Wealth, LLC21$2.54K<0.01%13F-HRTimeline
Eagle Bay Advisors LLC20$2.48K<0.01%-1113F-HRTimeline
WealthTrak Capital Management LLC18$2.17K<0.01%13F-HRTimeline
Valued Wealth Advisors LLC16$1.95K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.16$1.94K<0.01%13F-HRTimeline
SBI Securities Co., Ltd.16$1.93K<0.01%13F-HRTimeline
Caitong International Asset Management …16$1.93K<0.01%13F-HR/ATimeline
Trifecta Capital Advisors, LLC14$1.69K<0.01%013F-HRTimeline
Park Place Capital Corp13$1.57K<0.01%013F-HRTimeline
JNBA Financial Advisors12$1.45K<0.01%013F-HRTimeline
Abound Wealth Management12$1.45K<0.01%013F-HRTimeline
Creekmur Asset Management LLC12$1.45K<0.01%013F-HRTimeline
Transce3nd, LLC12$1.45K<0.01%13F-HRTimeline
Truvestments Capital LLC11$1.33K<0.01%013F-HRTimeline
Clark Wealth Partners11$1.33K<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.10$1.21K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC9$1.09K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC14$1K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$1K<0.01%013F-HRTimelineGroup
LEE DANNER & BASS INC8$966<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC8$966<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc8$966<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Global Financial Private Client, LLC8$966<0.01%+313F-HRTimeline
NewSquare Capital LLC7$845<0.01%new13F-HRTimeline
Beacon Capital Management, LLC6$730<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC6$725<0.01%new13F-HRTimeline
CONQUIS FINANCIAL LLC6$725<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC5$604<0.01%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5$604<0.01%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC5$603<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.5$603<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA5$595<0.01%-413F-HRTimelineGroup
Nova Wealth Management, Inc.4$483<0.01%13F-HRTimeline
WINNACLE WEALTH LLC4$420<0.01%13F-HRTimeline
Key Financial Inc3$362<0.01%013F-HRTimeline
FLP Wealth Management, LLC3$362<0.01%13F-HRTimeline
Capital A Wealth Management, LLC2$242<0.01%13F-HRTimeline
West Oak Capital, LLC115$139<0.01%013F-HR/ATimeline
AlphaQuest LLC1$121<0.01%-1,07313F-HRTimeline
Cape Investment Advisory, Inc.1$121<0.01%new13F-HRTimeline
PrairieView Partners, LLC1$00%013F-HRTimelineValue filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.