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Institutional Ownership · SEC Form 13F

Who owns DTE Energy (DTE)


Which tracked institutional funds hold DTE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DTE company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

983
Institutional holders
166M
Shares held (tracked funds)
80.1%
Of shares outstanding

How the tape is positioned

234 tracked funds added or opened DTE while 137 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

DTE’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in DTE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 975 tracked filers holding DTE, 545 increased or opened the position and 396 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in DTE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 38

  • Jupiter Topco LLC$477M
  • Thiel Macro LLC$40M
  • TWO SIGMA INVESTMENTS, LP$31M
  • Life Cycle Investment Partners Ltd$24M
  • ADAGE CAPITAL PARTNERS GP, L.L.C.$18M
  • IEQ CAPITAL, LLC$18M

Full exits 60

  • JANUS HENDERSON GROUP PLC$451M
  • COHEN & STEERS, INC.$147M
  • Amundi$80M
  • NATIXIS ADVISORS, LLC$52M
  • VAUGHAN DAVID INVESTMENTS LLC/IL$52M
  • NEW YORK STATE TEACHERS RETIREMENT SYSTEM$22M

Largest adds

  • BlackRock, Inc.$997M
  • AQR CAPITAL MANAGEMENT LLC$310M
  • BANK OF AMERICA CORP /DE/$166M
  • VANGUARD CAPITAL MANAGEMENT LLC$89M
  • STATE STREET CORP$86M
  • GOLDMAN SACHS GROUP INC$60M

Largest trims

  • MILLENNIUM MANAGEMENT LLC$203M
  • Capital Research Global Investors$174M
  • Clearbridge Investments, LLC$166M
  • Capital World Investors$76M
  • Point72 Asset Management, L.P.$62M
  • MARSHALL WACE, LLP$55M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added25,695,899$3.9B16.5%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added12,568,029$1.9B8.1%2026-Q2
Capital Research Global Investors trimmed12,496,338$1.9B8.0%2026-Q2
STATE STREET CORP added11,231,634$1.7B7.3%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed11,182,982$1.7B7.2%2026-Q2
Capital World Investors trimmed9,990,302$1.5B6.4%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added5,870,599$891M3.8%2026-Q2
AMERIPRISE FINANCIAL INC trimmed5,606,302$854M3.6%2026-Q2
Jupiter Topco LLC new3,132,273$477M2.0%2026-Q2
Invesco Ltd. added2,983,653$455M1.9%2026-Q2
BANK OF AMERICA CORP /DE/ added2,736,767$417M1.8%2026-Q2
AQR CAPITAL MANAGEMENT LLC added2,606,437$397M1.7%2026-Q2
MORGAN STANLEY added2,571,337$392M1.7%2026-Q2
Boston Partners added2,477,665$378M1.6%2026-Q2
Soroban Capital Partners LP trimmed1,922,873$293M1.2%2026-Q2
FRANKLIN RESOURCES INC trimmed1,685,194$257M1.1%2026-Q2
NORTHERN TRUST CORP trimmed1,656,720$252M1.1%2026-Q2
GOLDMAN SACHS GROUP INC added1,639,136$250M1.1%2026-Q2
BARCLAYS PLC trimmed1,633,097$249M1.1%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,409,512$215M0.9%2026-Q2
Legal & General Group Plc trimmed1,309,725$200M0.8%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed1,153,058$176M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed1,143,573$174M0.7%2026-Q2
Bank of New York Mellon Corp trimmed1,122,119$171M0.7%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added1,112,817$170M0.7%2026-Q2
MARSHALL WACE, LLP trimmed948,922$145M0.6%2026-Q2
UBS Group AG added902,439$138M0.6%2026-Q2
JPMORGAN CHASE & CO trimmed856,042$132M0.6%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added856,033$130M0.6%2026-Q2
DUFF & PHELPS INVESTMENT MANAGEMENT CO added841,774$128M0.5%2026-Q2
DIMENSIONAL FUND ADVISORS LP added838,692$128M0.5%2026-Q2
FIRST TRUST ADVISORS LP added821,022$125M0.5%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added775,940$118M0.5%2026-Q2
Clearbridge Investments, LLC trimmed774,468$118M0.5%2026-Q2
HSBC HOLDINGS PLC added739,633$113M0.5%2026-Q2
DEUTSCHE BANK AG\ added656,277$100M0.4%2026-Q2
PANAGORA ASSET MANAGEMENT INC trimmed638,168$97M0.4%2026-Q2
ROYAL BANK OF CANADA trimmed619,009$94M0.4%2026-Q2
Swiss National Bank trimmed586,700$89M0.4%2026-Q2
REAVES W H & CO INC added581,441$89M0.4%2026-Q2
HITE Hedge Asset Management LLC added576,287$88M0.4%2026-Q2
Pictet Asset Management Holding SA trimmed554,359$84M0.4%2026-Q2
Energy Income Partners, LLC trimmed534,462$81M0.3%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. added505,009$77M0.3%2026-Q2
WELLS FARGO & COMPANY/MN added491,194$75M0.3%2026-Q2
Vanguard Global Advisers, LLC trimmed447,977$68M0.3%2026-Q2
Sumitomo Mitsui Trust Group, Inc. added446,749$68M0.3%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added435,725$66M0.3%2026-Q2
Nuveen, LLC trimmed431,337$66M0.3%2026-Q2
JONES FINANCIAL COMPANIES LLLP added409,786$63M0.3%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed403,274$61M0.3%2026-Q2
California Public Employees Retirement System trimmed392,736$60M0.3%2026-Q2
Freestone Grove Partners LP trimmed360,720$55M0.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added360,373$55M0.2%2026-Q2
FMR LLC added354,884$54M0.2%2026-Q2
CITIGROUP INC added350,085$53M0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed349,756$53M0.2%2026-Q2
RHUMBLINE ADVISERS trimmed347,893$53M0.2%2026-Q2
NORDEA INVESTMENT MANAGEMENT AB added342,781$52M0.2%2026-Q2
BANK OF NOVA SCOTIA added341,268$52M0.2%2026-Q2
Teilinger Capital Ltd. added340,000$52M0.2%2026-Q2
JENNISON ASSOCIATES LLC trimmed336,833$51M0.2%2026-Q2
CAUSEWAY CAPITAL MANAGEMENT LLC trimmed320,526$49M0.2%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added310,311$47M0.2%2026-Q2
VOLORIDGE INVESTMENT MANAGEMENT, LLC added301,038$46M0.2%2026-Q2
Yaupon Capital Management LP added297,977$45M0.2%2026-Q2
National Pension Service trimmed295,887$45M0.2%2026-Q2
BANK OF MONTREAL /CAN/ added273,741$42M0.2%2026-Q2
Focus Partners Wealth added268,718$41M0.2%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added266,300$41M0.2%2026-Q2
Thiel Macro LLC new264,450$40M0.2%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD added244,514$37M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added241,789$37M0.2%2026-Q2
Quantinno Capital Management LP added233,885$36M0.2%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed226,976$35M0.1%2026-Q2
Magellan Asset Management Ltd added225,684$34M0.1%2026-Q2
TD Asset Management Inc trimmed225,412$34M0.1%2026-Q2
Cerity Partners LLC added218,079$33M0.1%2026-Q2
Allspring Global Investments Holdings, LLC added217,456$33M0.1%2026-Q2
LPL Financial LLC added217,291$33M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed211,785$31M0.1%2026-Q2
TWO SIGMA INVESTMENTS, LP added206,229$31M0.1%2026-Q2
TORTOISE CAPITAL ADVISORS, L.L.C. added190,541$29M0.1%2026-Q2
DEPRINCE RACE & ZOLLO INC trimmed186,011$28M0.1%2026-Q2
Verition Fund Management LLC trimmed185,719$28M0.1%2026-Q2
Gotham Asset Management, LLC added180,645$28M0.1%2026-Q2
Life Cycle Investment Partners Ltd new160,443$24M0.1%2026-Q2
NEUBERGER BERMAN GROUP LLC added160,421$24M0.1%2026-Q2
Russell Investments Group, Ltd. added157,570$24M0.1%2026-Q2
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed157,448$24M0.1%2026-Q2
Covalis Capital LLP trimmed155,703$24M0.1%2026-Q2
MARTINGALE ASSET MANAGEMENT L P trimmed154,854$24M0.1%2026-Q2
AE Wealth Management LLC added146,060$22M0.1%2026-Q2
APG Asset Management N.V. added144,740$19M0.1%2026-Q2
AMERICAN CENTURY COMPANIES INC added141,407$22M0.1%2026-Q2
Capital International, Inc./CA/ added140,838$21M0.1%2026-Q2
Blue Chip Partners, LLC added135,909$21M0.1%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed127,373$19M0.1%2026-Q2
Lighthouse Investment Partners, LLC added123,973$19M0.1%2026-Q2
WORLDQUANT MILLENNIUM ADVISORS LLC trimmed123,624$19M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

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