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Get Institutions for : 
DTE Energy Co (DTE)  
$113.34 0.85 (0.76%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 717    16
Total shares held : 
 156,974,371  
% of shares held : 
 81.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 1,290,286  
% of shares held change : 
   0.67%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $95.49  
Last Quarter's Ending Price : 
 $110.26  
Last Quarter's Average Price : 
 $102.46  
Change from last quarter's     
avg. price to the last closing  : 
10.88 (10.62%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
47
 1,237,858
 0.79%
 
Increased Positions :
267
 8,308,044
 5.29%
 
Unchanged Positions :
164
 3,524,320
 2.25%
 
Decreased Positions :
239
-7,175,129
-4.57%
 
Closed Positions :
63
-1,080,487
-0.69%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SOROBAN CAPITAL PARTNERS LLC 16 *New 2023-12-31 721,930 $79,600,000 721,930
   DEPRINCE RACE & ZOLLO INC 95 *New 2023-12-31 207,681 $22,899,000 207,681
   RENAISSANCE TECHNOLOGIES LLC 704 *New 2023-12-31 147,800 $16,296,000 147,800
   PICTON MAHONEY ASSET MANAGEMENT 147 *New 2023-12-31 31,177 $3,439,000 31,177
   PLANNING ALTERNATIVES LTD /ADV 22 *New 2024-03-31 15,433 $1,731,000 15,433
   GRAYHAWK INVESTMENT STRATEGIES INC. 22 *New 2023-12-31 11,837 $1,305,000 11,837
   Procyon Private Wealth Partners LLC 222 *New 2024-03-31 9,206 $1,032,000 9,206
   ALLSTATE INVESTMENT MANAGEMENT CO 344 *New 2022-12-31 8,742 $1,027,000 8,742
   Global Assets Advisory LLC 231 *New 2024-03-31 110,730 $1,000,000 110,730
   BRIDGEWATER ASSOCIATES INC 642 *New 2023-12-31 8,522 $940,000 8,522
   FOUNDERS FINANCIAL SECURITIES LLC 193 *New 2024-03-31 7,156 $802,000 7,156
   Lloyd Advisory Services LLC. 102 *New 2024-03-31 6,850 $768,000 6,850
   EXCHANGE TRADED CONCEPTS LLC 605 *New 2024-03-31 5,598 $628,000 5,598
   Investment Management Corp of Ontario 452 *New 2023-12-31 4,842 $534,000 4,842
   AXQ CAPITAL LP 257 *New 2023-12-31 4,700 $518,000 4,700
   Simplicity WealthLLC 749 *New 2024-03-31 4,319 $484,000 4,319
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 345 *New 2024-03-31 4,193 $470,000 4,193
   NOMURA HOLDINGS INC 693 *New 2023-12-31 4,148 $457,000 4,148
   Resources Investment Advisors Inc. 791 *New 2023-12-31 3,697 $408,000 3,697
   EP WEALTH ADVISORS, INC. 558 *New 2023-12-31 3,455 $381,000 3,455
   Sovereign Financial Group Inc. 185 *New 2024-03-31 3,363 $377,000 3,363
   Fidelis Capital Partners LLC *New 2024-03-31 1,319 $373,000 1,319
   ZEKE CAPITAL ADVISORS, LLC 304 *New 2022-12-31 2,949 $347,000 2,949
   SYON CAPITAL LLC 323 *New 2023-12-31 3,087 $340,000 3,087
   NEOS Investment Management LLC 369 *New 2023-12-31 2,932 $323,000 2,932
   Stonegate Investment Group LLC 259 *New 2024-03-31 2,588 $290,000 2,588
   BUTLER WICK TRUST CO 150 *New 2024-03-31 2,508 $281,000 2,508
   TRUST POINT INC. 429 *New 2024-03-31 2,459 $276,000 2,459
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 278 *New 2024-03-31 2,420 $271,000 2,420
   Aptus Capital Advisors LLC 479 *New 2023-12-31 2,419 $267,000 2,419
   Corton Capital Inc. 366 *New 2023-12-31 2,374 $262,000 2,374
   ONTARIO TEACHERS PENSION PLAN BOARD 448 *New 2023-12-31 2,319 $256,000 2,319
   KC Investment Advisors LLC *New 2023-12-31 2,210 $244,000 2,210
   Siemens Fonds Invest GmbH 386 *New 2023-12-31 2,156 $238,000 2,156
   Empowered Funds LLC 1178 *New 2023-12-31 2,089 $230,000 2,089
   Morningstar Investment Management LLC 177 *New 2023-12-31 2,055 $227,000 2,055
   Wealthcare Advisory Partners LLC 733 *New 2024-03-31 2,009 $225,000 2,009
   ENTERPRISE FINANCIAL SERVICES CORP 149 *New 2023-12-31 2,025 $223,000 2,025
   BP WEALTH MANAGEMENT LLC 733 *New 2023-12-31 1,992 $220,000 1,992
   Pearl River Capital LLC 454 *New 2023-12-31 1,843 $203,000 1,843
   Triton Wealth Management PLLC 68 *New 2024-03-31 1,829 $203,000 1,829
   nVerses Capital LLC 72 *New 2024-03-31 1,600 $179,000 1,600
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 1,529 $171,000 1,529
   BENJAMIN F. EDWARDS & COMPANY INC. 960 *New 2024-03-31 1,451 $162,000 1,451
   First Command Advisory Services Inc. *New 2024-03-31 852 $96,000 852
   Scarborough Advisors LLC 120 *New 2023-12-31 851 $94,000 851
   WASHINGTON TRUST CO 433 *New 2024-03-31 500 $56,000 500
   DENALI ADVISORS LLC 297 *New 2024-03-31 300 $34,000 300
   MCMILLION CAPITAL MANAGEMENT INC 116 *New 2023-06-30 267 $29,000 267
   YHB INVESTMENT ADVISORS, INC. 570 *New 2024-03-31 215 $24,000 215
   Resurgent Financial Advisors LLC 466 *New 2023-12-31 208 $23,000 208
   Strategic Investment Solutions Inc. /IL 407 *New 2023-12-31 120 $13,000 120
   Newbridge Financial Services Group Inc. 743 *New 2024-03-31 100 $11,000 100
   Ahrens Investment Partners LLC 607 *New 2023-03-31 100 $11,000 100
   LifeSteps Financial Inc. 305 *New 2024-03-31 82 $9,000 82
   Smartleaf Asset Management LLC *New 2024-03-31 542 $5,000 542
   Raleigh Capital Management Inc. 768 *New 2023-12-31 36 $4,000 36
   RFP Financial Group LLC 582 *New 2023-12-31 31 $3,000 31
   Steward Financial Group LLC 959 *New 2023-09-30 29 $2,000 29
   JOHNSON FINANCIAL GROUP, INC. 822 *New 2023-12-31 9 $1,000 9
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 443 *New 2024-03-31 5 $1,000 5
   Dunhill Financial LLC 627 *New 2023-12-31 12 $1,000 12
   AYRSHIRE ASSOCIATES INC 573 *New 2023-12-31 3 $0 3
   First Capital Advisors Group LLC. 920 *New 2023-06-30 3 $0 3
   FIRST MANHATTAN CO 1389 *New 2023-12-31 1 $0 1
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 897 *New 2023-12-31 3 $0 3
  66 Records found
  1    
  Page 1 of 1
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