DTE DTE Energy Company

NYSE
$128.33

DTE Energy Company (DTE) Institutional Ownership

What the institutions did with DTE last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
12
filed both this quarter and last
Managers holding
10
-2 on the quarter
Buyers
3
0 opened new
Sellers
6
2 sold out entirely
Buyer share
33.3%
of managers who traded it
Breadth
-33.3
net buyers, as a share of those trading

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
GoalVest Advisory LLC 8.3K 37.0%
CX Institutional 4.0K 17.8%
MassMutual Private Wealth & Trust, FSB 3.0K 13.6%
Montecito Bank & Trust 2.6K 11.7%
Versant Capital Management, Inc 1.7K 7.7%
BURKETT FINANCIAL SERVICES, LLC 1.0K 4.7%
Hickory Point Bank & Trust 957 4.3%
Planning Strategies Inc. 437 2.0%
EASTERN BANK 200 0.9%
Coastline Trust Co 100 0.4%

Largest changes

Manager Action Previous Current Change
NEVILLE RODIE & SHAW INC Sold Out 1.4K 0 -1.4K
CX Institutional Reduced 4.5K 4.0K -491
GoalVest Advisory LLC Increased 8.0K 8.3K +234
MassMutual Private Wealth & Trust, FSB Reduced 3.2K 3.0K -152
Versant Capital Management, Inc Reduced 1.8K 1.7K -30
Montecito Bank & Trust Reduced 2.6K 2.6K -13
Noble Wealth Management PBC Sold Out 12 0 -12
BURKETT FINANCIAL SERVICES, LLC Increased 1.0K 1.0K +9
Planning Strategies Inc. Increased 429 437 +8

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.