DaveManuel.com · Institutional Ownership · Who Owns It
DTE ENERGY CO (DTE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,038
Reporting holders
$25.8B
Reported value
0.1%
Calls
0.1%
Puts
+48
Holder change
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $3.9B | 25,695,899 | 0.06% | 8q | +14.6%+$497.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.9B | 12,568,029 | 0.04% | 2q | +0.6%+$12.2M |
| Capital Research Global Investors | $1.9B | 12,496,338 | 0.27% | 26q | -12.1%-$261.3M |
| STATE STREET CORP | $1.7B | 11,231,634 | 0.05% | 31q | +1.1%+$18.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7B | 11,182,982 | 0.08% | 2q | -5.7%-$103.6M |
| Capital World Investors | $1.5B | 9,990,302 | 0.18% | 31q | -8.6%-$143.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $891.2M | 5,870,599 | 0.05% | 31q | +1.6%+$13.8M |
| AMERIPRISE FINANCIAL INC | $854.4M | 5,606,302 | 0.17% | 31q | -2.5%-$21.9M |
| Jupiter Topco LLC | $477.3M | 3,132,273 | 0.19% | new | FIRST |
| Invesco Ltd. | $454.6M | 2,983,653 | 0.04% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $417.0M | 2,736,767 | 0.03% | 31q | +59.3%+$155.2M |
| AQR CAPITAL MANAGEMENT LLC | $397.1M | 2,606,437 | 0.14% | 31q | +333.0%+$305.4M |
| MORGAN STANLEY | $391.8M | 2,571,337 | 0.02% | 35q | +11.0%+$38.8M |
| Boston Partners | $377.5M | 2,477,665 | 0.34% | 31q | +3.0%+$10.9M |
| Soroban Capital Partners LP | $293.0M | 1,922,873 | 0.61% | 11q | -5.7%-$17.6M |
| FRANKLIN RESOURCES INC | $256.8M | 1,685,194 | 0.06% | 31q | HELD |
| NORTHERN TRUST CORP | $252.4M | 1,656,720 | 0.03% | 31q | -1.0%-$2.5M |
| GOLDMAN SACHS GROUP INC | $249.8M | 1,639,136 | 0.02% | 31q | +26.6%+$52.4M |
| BARCLAYS PLC | $248.8M | 1,633,097 | 0.05% | 31q | -10.0%-$27.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $214.8M | 1,409,512 | 0.03% | 31q | +1.6%+$3.4M |
| Legal & General Group Plc | $199.6M | 1,309,725 | 0.04% | 31q | -4.4%-$9.2M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $175.7M | 1,153,058 | 0.06% | 31q | -4.9%-$9.0M |
| VANGUARD FIDUCIARY TRUST CO | $174.2M | 1,143,573 | 0.04% | 2q | HELD |
| Bank of New York Mellon Corp | $171.0M | 1,122,119 | 0.03% | 31q | -6.5%-$11.8M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $169.6M | 1,112,817 | 0.02% | 31q | +1.6%+$2.7M |
| MARSHALL WACE, LLP | $144.6M | 948,922 | 0.11% | 3q | -30.6%-$63.6M |
| UBS Group AG | $137.5M | 902,439 | 0.02% | 31q | +38.8%+$38.4M |
| JPMORGAN CHASE & CO | $131.8M | 856,042 | 0.01% | 31q | -27.9%-$50.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $130.4M | 856,033 | 0.02% | 31q | +5.8%+$7.2M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $128.3M | 841,774 | 1.21% | 19q | +6.2%+$7.5M |
| DIMENSIONAL FUND ADVISORS LP | $127.8M | 838,692 | 0.02% | 31q | +2.8%+$3.4M |
| FIRST TRUST ADVISORS LP | $125.1M | 821,022 | 0.07% | 31q | +47.7%+$40.4M |
| BNP PARIBAS FINANCIAL MARKETS | $118.2M | 775,940 | 0.04% | 31q | +53.1%+$41.0M |
| Clearbridge Investments, LLC | $118.0M | 774,468 | 0.10% | 31q | -60.1%-$177.6M |
| HSBC HOLDINGS PLC | $112.9M | 739,633 | 0.05% | 31q | +25.1%+$22.7M |
| DEUTSCHE BANK AG\ | $100.0M | 656,277 | 0.03% | 34q | +23.6%+$19.1M |
| PANAGORA ASSET MANAGEMENT INC | $97.2M | 638,168 | 0.30% | 31q | -2.2%-$2.2M |
| ROYAL BANK OF CANADA | $94.3M | 619,009 | 0.01% | 31q | -5.5%-$5.5M |
| Swiss National Bank | $89.4M | 586,700 | 0.05% | 31q | -3.7%-$3.5M |
| REAVES W H & CO INC | $88.6M | 581,441 | 1.34% | 31q | +79.6%+$39.3M |
| HITE Hedge Asset Management LLC | $87.8M | 576,287 | 4.81% | 17q | +12.7%+$9.9M |
| Pictet Asset Management Holding SA | $84.5M | 554,359 | 0.08% | 12q | -5.0%-$4.4M |
| COHEN & STEERS, INC. | $84.1M | 552,070 | 0.13% | 3q | -45.0%-$69.0M |
| Amundi | $81.5M | 534,625 | 0.02% | 21q | -1.7%-$1.4M |
| Energy Income Partners, LLC | $81.4M | 534,462 | 1.28% | 26q | -8.2%-$7.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $76.9M | 505,009 | 0.04% | 31q | +7.5%+$5.3M |
| WELLS FARGO & COMPANY/MN | $74.8M | 491,194 | 0.01% | 31q | +21.0%+$13.0M |
| NATIXIS ADVISORS, LLC | $69.3M | 454,932 | 0.08% | 31q | +27.4%+$14.9M |
| Vanguard Global Advisers, LLC | $68.3M | 447,977 | 0.03% | 2q | -1.8%-$1.3M |
| Sumitomo Mitsui Trust Group, Inc. | $68.1M | 446,749 | 0.04% | 31q | +0.6%+$404.4K |
| VANGUARD ASSET MANAGEMENT, Ltd | $66.4M | 435,725 | 0.04% | 2q | +12.8%+$7.5M |
| Nuveen, LLC | $65.7M | 431,337 | 0.02% | 6q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $63.3M | 409,786 | 0.03% | 23q | +24.5%+$12.5M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $61.4M | 403,274 | 0.05% | 31q | -0.7%-$448.4K |
| California Public Employees Retirement System | $59.8M | 392,736 | 0.03% | 31q | -18.4%-$13.5M |
| Freestone Grove Partners LP | $55.0M | 360,720 | 0.35% | 3q | -5.1%-$3.0M |
| ENVESTNET ASSET MANAGEMENT INC | $54.9M | 360,373 | 0.01% | 31q | +88.3%+$25.8M |
| VAUGHAN DAVID INVESTMENTS LLC/IL | $54.8M | 359,714 | 1.09% | 31q | +1.3%+$693.1K |
| FMR LLC | $54.1M | 354,884 | 0.00% | 31q | -1.1%-$590.6K |
| CITIGROUP INC | $53.3M | 350,085 | 0.02% | 31q | +59.0%+$19.8M |
| RAYMOND JAMES FINANCIAL INC | $53.3M | 349,756 | 0.01% | 7q | -14.3%-$8.9M |
| RHUMBLINE ADVISERS | $53.0M | 347,893 | 0.04% | 31q | HELD |
| NORDEA INVESTMENT MANAGEMENT AB | $52.5M | 342,781 | 0.04% | 31q | +3.1%+$1.6M |
| BANK OF NOVA SCOTIA | $52.0M | 341,268 | 0.08% | 31q | +388.0%+$41.3M |
| Teilinger Capital Ltd. | $51.8M | 340,000 | 7.25% | 3q | +3.0%+$1.5M |
| JENNISON ASSOCIATES LLC | $51.3M | 336,833 | 0.03% | 31q | -3.2%-$1.7M |
| CAUSEWAY CAPITAL MANAGEMENT LLC | $48.8M | 320,526 | 0.53% | 2q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $47.3M | 310,311 | 0.03% | 31q | HELD |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $45.9M | 301,038 | 0.20% | 3q | +78.5%+$20.2M |
| Yaupon Capital Management LP | $45.4M | 297,977 | 0.89% | 18q | +16.6%+$6.5M |
| National Pension Service | $45.1M | 295,887 | 0.03% | 31q | -1.7%-$776.9K |
| BANK OF MONTREAL /CAN/ | $41.7M | 273,741 | 0.01% | 31q | +15.0%+$5.5M |
| Focus Partners Wealth | $41.0M | 268,718 | 0.04% | 9q | +14.6%+$5.2M |
| RENAISSANCE TECHNOLOGIES LLC | $40.6M | 266,300 | 0.06% | 6q | +51.0%+$13.7M |
| Thiel Macro LLC | $40.3M | 264,450 | 9.62% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $37.3M | 244,514 | 0.02% | 15q | +11.7%+$3.9M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $36.8M | 241,789 | 0.03% | 31q | HELD |
| Quantinno Capital Management LP | $35.6M | 233,885 | 0.04% | 17q | +44.5%+$11.0M |
| PRINCIPAL FINANCIAL GROUP INC | $34.6M | 226,976 | 0.02% | 31q | -1.9%-$667.8K |
| Magellan Asset Management Ltd | $34.4M | 225,684 | 0.77% | 31q | +2.5%+$843.2K |
| TD Asset Management Inc | $34.3M | 225,412 | 0.03% | 31q | -3.4%-$1.2M |
| Cerity Partners LLC | $33.2M | 218,079 | 0.04% | 19q | +106.0%+$17.1M |
| LPL Financial LLC | $33.1M | 217,291 | 0.01% | 31q | +3.7%+$1.2M |
| Allspring Global Investments Holdings, LLC | $32.7M | 217,456 | 0.05% | 19q | +28.1%+$7.2M |
| TWO SIGMA INVESTMENTS, LP | $32.1M incl. $640.0K options CALL+PUT | 206,229 | 0.02% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $31.0M | 211,785 | 0.01% | 31q | -16.7%-$6.2M |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $29.0M | 190,541 | 0.30% | 27q | +54.6%+$10.3M |
| DEPRINCE RACE & ZOLLO INC | $28.3M | 186,011 | 0.48% | 11q | -0.8%-$230.1K |
| Verition Fund Management LLC | $28.3M | 185,719 | 0.14% | 2q | -9.9%-$3.1M |
| Gotham Asset Management, LLC | $27.5M | 180,645 | 0.06% | 19q | +6.3%+$1.6M |
| JANE STREET GROUP, LLC | $27.3M incl. $24.5M options CALL+PUT | 18,206 | 0.00% | 30q | +45.3%+$8.5M |
| CITADEL ADVISORS LLC | $25.8M incl. $11.0M options CALL+PUT | 97,399 | 0.00% | 31q | +69.1%+$10.5M |
| Life Cycle Investment Partners Ltd | $24.4M | 160,443 | 0.11% | new | NEW |
| NEUBERGER BERMAN GROUP LLC | $24.4M | 160,421 | 0.02% | 31q | +25.4%+$4.9M |
| Russell Investments Group, Ltd. | $24.0M | 157,570 | 0.02% | 31q | +34.3%+$6.1M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $24.0M | 157,448 | 0.04% | 31q | -3.2%-$787.1K |
| Covalis Capital LLP | $23.7M | 155,703 | 1.34% | 3q | -40.5%-$16.2M |
| MARTINGALE ASSET MANAGEMENT L P | $23.6M | 154,854 | 0.56% | 31q | -6.8%-$1.7M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $22.5M | 147,716 | 0.04% | 31q | -1.0%-$233.4K |
| AE Wealth Management LLC | $22.3M | 146,060 | 0.10% | 31q | +7.4%+$1.5M |
Showing the largest 100 of 1,039 reported holders. The count of 1,038 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 |
|---|---|---|---|---|---|
| 2026-09-01 | Lauer Trevor F | Vice Chairman & Group Pres. | Sold | 5,000 | $678.6K |
| 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 | 326 | $412.1M | 3,374,068 | 33 | 104 | 91 | 0.0% |
| Q2 2026 | 1,038 | $25.8B | 168,966,581 | 120 | 400 | 256 | 0.3% |
| Q1 2026 | 990 | $24.4B | 166,692,309 | 123 | 332 | 284 | 0.2% |
| Q4 2025 | 964 | $21.0B | 162,479,513 | 98 | 280 | 299 | 0.2% |
| Q3 2025 | 925 | $23.6B | 166,340,010 | 88 | 312 | 271 | 0.2% |
| Q2 2025 | 936 | $21.9B | 165,381,643 | 92 | 355 | 250 | 0.2% |
| Q1 2025 | 926 | $22.5B | 162,305,568 | 111 | 305 | 256 | 0.2% |
| Q4 2024 | 879 | $19.3B | 159,793,675 | 65 | 335 | 217 | 0.2% |
| Q3 2024 | 846 | $20.6B | 160,416,076 | 97 | 283 | 244 | 0.2% |
| Q2 2024 | 802 | $17.9B | 161,078,157 | 72 | 281 | 239 | 0.3% |
| Q1 2024 | 788 | $18.5B | 164,862,269 | 81 | 262 | 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 | 248 | 223 | 0.1% |
| Q3 2022 | 689 | $35.7B | 310,081,550 | 43 | 241 | 205 | 0.2% |
| Q2 2022 | 729 | $35.4B | 279,079,654 | 71 | 260 | 189 | 0.0% |
| Q1 2022 | 710 | $29.1B | 219,754,536 | 82 | 209 | 208 | 0.1% |
| Q4 2021 | 694 | $28.4B | 237,054,846 | 66 | 191 | 199 | 0.1% |
| Q3 2021 | 646 | $23.1B | 206,662,841 | 53 | 232 | 177 | 0.2% |
| Q2 2021 | 678 | $24.9B | 191,951,743 | 73 | 211 | 200 | 0.1% |
| Q1 2021 | 662 | $34.7B | 260,229,673 | 56 | 201 | 213 | 0.1% |
| Q4 2020 | 668 | $30.2B | 248,080,019 | 80 | 176 | 227 | 0.1% |
| Q3 2020 | 618 | $24.0B | 208,471,215 | 56 | 168 | 223 | 0.1% |
| Q2 2020 | 621 | $28.1B | 260,494,122 | 75 | 170 | 236 | 0.2% |
| Q1 2020 | 611 | $30.3B | 318,153,907 | 62 | 205 | 222 | 0.1% |
| Q4 2019 | 683 | $34.8B | 267,856,009 | 65 | 231 | 182 | 0.0% |
| Q3 2019 | 643 | $38.6B | 289,944,482 | 56 | 211 | 177 | 0.0% |
| Q2 2019 | 651 | $25.1B | 196,289,121 | 57 | 207 | 195 | 0.1% |
| Q1 2019 | 662 | $26.5B | 212,597,237 | 73 | 236 | 169 | 0.1% |
| Q4 2018 | 658 | $24.0B | 217,215,314 | 12 | 6 | 10 | 0.1% |