DTE Energy Company (DTE) Ownership

121.07 ↑0.32 (0.27%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of DTE Energy Company (DTE), owning a total of 24.4 million shares. Combined, the top 35 institutional holders of DTE own 73.38% of the company with a total of 151.8 million shares.

In the latest ownership report on September 30th 2024, the top 35 institutional holders increased their combined ownership of DTE by 1.8 million shares. 7 institutions bought 8,283,435 total additional shares and increased their ownership by an average of 6,302.51%. However 12 institutions sold 6,459,051 total shares and decreased their ownership by an average of 11.55%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of DTE Energy Company increased by a net total of 1,824,384 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.785%	-4.243%	24,406,710	-1,081,350	2024-09-30
Capital Research Global Investors	9.749%	-6.821%	20,189,463	-1,477,941	2024-09-30
State Street Corp	4.922%	6.952%	10,193,572	662,569	2024-09-30
Mizuho Securities USA Inc	3.405%	44,093.700%	7,052,424	7,036,466	2024-09-30
T. Rowe Price Investment Management,Inc.	3.006%	-2.096%	6,225,662	-133,271	2024-09-30
Ameriprise Financial Inc	2.801%	4.367%	5,799,972	242,663	2024-09-30
Geode Capital Management, LLC	2.321%	0.094%	4,805,701	4,517	2024-09-30
Capital World Investors	1.476%	8.171%	3,057,010	230,914	2024-09-30
HHG PLC	1.314%	2.443%	2,720,265	64,880	2024-09-30
Neuberger Berman Group LLC	1.222%	-17.601%	2,530,236	-540,466	2024-09-30
Boston Partners Global Investors, Inc	1.119%	1.820%	2,317,180	41,426	2024-09-30
Morgan Stanley - Brokerage Accounts	1.026%	-48.218%	2,124,491	-1,978,287	2024-09-30
ClearBridge Advisors, LLC	1.009%	-8.136%	2,088,871	-185,012	2024-09-30
Franklin Resources Inc	0.988%	-7.328%	2,046,010	-161,786	2024-09-30
Pictet Asset Manangement SA	0.964%	-7.781%	1,996,804	-168,472	2024-09-30
Northern Trust Corp	0.843%	-4.401%	1,745,233	-80,350	2024-09-30
Massachusetts Financial Services Company	0.804%	-0.089%	1,665,628	-1,483	2024-09-30
JPMorgan Chase & Co	0.799%	-9.072%	1,653,699	-164,998	2024-09-30
Amvescap Plc.	0.792%	-22.849%	1,639,738	-485,635	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.785%	-4.243%	24,406,710	-1,081,350	2024-09-30
Capital Research Global Investors	9.749%	-6.821%	20,189,463	-1,477,941	2024-09-30
BlackRock Inc	8.157%	-1.102%	16,893,657	-188,213	2024-06-30
State Street Corp	4.922%	6.952%	10,193,572	662,569	2024-09-30
State Street Corporation	4.559%	-5.829%	9,436,959	-584,163	2024-03-31
Mizuho Securities USA Inc	3.405%	44,093.700%	7,052,424	7,036,466	2024-09-30
T. Rowe Price Investment Management,Inc.	3.006%	-2.096%	6,225,662	-133,271	2024-09-30
Ameriprise Financial Inc	2.801%	4.367%	5,799,972	242,663	2024-09-30
Geode Capital Management, LLC	2.321%	0.094%	4,805,701	4,517	2024-09-30
Capital World Investors	1.476%	8.171%	3,057,010	230,914	2024-09-30
HHG PLC	1.314%	2.443%	2,720,265	64,880	2024-09-30
Neuberger Berman Group LLC	1.222%	-17.601%	2,530,236	-540,466	2024-09-30
Millennium Management LLC	1.124%	-2.587%	2,318,309	-61,573	2023-03-31
Boston Partners Global Investors, Inc	1.119%	1.820%	2,317,180	41,426	2024-09-30
Morgan Stanley - Brokerage Accounts	1.026%	-48.218%	2,124,491	-1,978,287	2024-09-30
ClearBridge Advisors, LLC	1.009%	-8.136%	2,088,871	-185,012	2024-09-30
Franklin Resources Inc	0.988%	-7.328%	2,046,010	-161,786	2024-09-30
T. Rowe Price Associates, Inc.	0.988%	-25.299%	2,038,759	-690,475	2023-06-30
Pictet Asset Manangement SA	0.964%	-7.781%	1,996,804	-168,472	2024-09-30
FMR Inc	0.865%	-11.882%	1,785,323	-240,744	2023-09-30
Northern Trust Corp	0.843%	-4.401%	1,745,233	-80,350	2024-09-30
Zimmer Partners LP	0.820%	14.203%	1,691,000	210,300	2023-03-31
Massachusetts Financial Services Company	0.804%	-0.089%	1,665,628	-1,483	2024-09-30
Citadel Advisors Llc	0.803%	-3.672%	1,655,063	-63,092	2023-03-31
JPMorgan Chase & Co	0.799%	-9.072%	1,653,699	-164,998	2024-09-30
Amvescap Plc.	0.792%	-22.849%	1,639,738	-485,635	2024-09-30
Legal & General Group PLC	0.780%	-5.562%	1,614,305	-95,070	2024-06-30
Point72 Asset Management, L.P.	0.735%	89.684%	1,515,382	716,482	2023-06-30
Bank of New York Mellon Corp	0.692%	-5.481%	1,432,426	-83,063	2023-12-31
Goldman Sachs Group Inc	0.643%	138.473%	1,331,056	772,897	2023-12-31
Natixis SA	0.625%	3.435%	1,285,263	42,684	2022-09-30
California Public Employees Retrmnt Sys	0.602%	0.807%	1,242,920	9,944	2023-12-31
Jennison Associates LLC	0.595%	-0.123%	1,226,292	-1,515	2023-09-30
Charles Schwab Investment Management Inc	0.539%	2.817%	1,044,389	28,610	2022-09-30
Bank of America Corp	0.512%	68.742%	992,213	404,208	2022-06-30

Mutual Fund Ownership

American Funds Income Fund of Amer A is the biggest individual fund holder of DTE Energy Company (DTE), owning a total of 6.8 million shares. Combined, the top 31 mutual fund holders of DTE own 47.62% of the company with a total of 98.5 million shares.

In the latest ownership report on November 30th 2024, the top 31 fund holders increased their combined ownership of DTE by 88 thousand shares. 4 funds bought 124,627 total additional shares and increased their ownership by an average of 0.73%. However 1 funds sold 37,068 total shares and decreased their ownership by an average of 0.66%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding DTE Energy Company increased by a net total of 87,559 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional 500 Index Trust	2.688%	1.465%	5,566,432	80,376	2024-11-30
Vanguard Total Stock Mkt Idx Inv	2.674%	-0.665%	5,538,449	-37,068	2024-11-30
Vanguard Mid Cap Index Institutional	1.811%	0.525%	3,751,232	19,575	2024-11-30
The Utilities Select Sector SPDR® ETF	1.446%	0.320%	2,993,833	9,548	2024-11-30
SPDR® S&P 500® ETF Trust	1.236%	0.595%	2,559,316	15,128	2024-11-30
iShares Core S&P 500 ETF	1.130%	0.000%	2,339,603	0	2024-11-30
iShares Select Dividend ETF	0.846%	0.000%	1,751,112	0	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds Income Fund of Amer A	3.259%	3.515%	6,750,246	229,190	2024-09-30
American Funds American Mutual A	3.186%	-0.058%	6,597,536	-3,848	2024-09-30
Capital Group American Mutual Comp	3.186%	-0.058%	6,597,536	-3,848	2024-09-30
Vanguard Institutional 500 Index Trust	2.688%	1.465%	5,566,432	80,376	2024-11-30
Vanguard Total Stock Mkt Idx Inv	2.674%	-0.665%	5,538,449	-37,068	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.471%	1.831%	5,095,813	91,616	2023-03-31
Vanguard 500 Index Investor	2.409%	0.641%	4,966,510	31,640	2023-08-31
American Funds Capital Income Bldr A	2.118%	6.066%	4,387,067	250,907	2024-09-30
Vanguard Mid Cap Index Institutional	1.811%	0.525%	3,751,232	19,575	2024-11-30
American Funds Capital World Gr&Inc A	1.485%	-0.048%	3,075,265	-1,477	2024-09-30
Capital Group World Growth & Inc Cmp	1.485%	-0.048%	3,075,265	-1,477	2024-09-30
Capital Group Wrld Grwth & Inc Trust Cmp	1.458%	0.000%	2,999,798	0	2022-12-31
The Utilities Select Sector SPDR® ETF	1.446%	0.320%	2,993,833	9,548	2024-11-30
T. Rowe Price Capital Appreciation	1.366%	-30.739%	2,828,374	-1,255,242	2024-10-31
Utilities Select Sector SPDR® ETF	1.253%	1.715%	2,593,304	43,712	2024-05-30
SPDR® S&P 500® ETF Trust	1.236%	0.595%	2,559,316	15,128	2024-11-30
Fidelity 500 Index	1.227%	-0.164%	2,540,742	-4,169	2024-10-31
SPDR® S&P 500 ETF Trust	1.191%	0.698%	2,465,254	17,080	2024-05-30
Fidelity® 500 Index	1.165%	0.640%	2,402,529	15,287	2023-11-30
iShares Core S&P 500 ETF	1.130%	0.000%	2,339,603	0	2024-11-30
Neuberger Berman Large Cap Value Inv	1.041%	-12.054%	2,155,595	-295,437	2024-06-30
Janus Henderson Enterprise D	0.999%	0.000%	2,067,817	0	2024-10-31
Janus Inst Mid Cap Growth CF	0.999%	1.784%	2,067,817	36,233	2024-09-30
Pictet Glbl Sel Fd Glbl Utilities Eq P	0.952%	-1.113%	1,971,395	-22,194	2024-08-31
JHancock Disciplined Value Mid Cap I	0.871%	5.851%	1,803,749	99,698	2024-10-31
iShares Select Dividend ETF	0.846%	0.000%	1,751,112	0	2024-11-30
American Funds Global Balanced R6	0.828%	-4.222%	1,714,934	-75,598	2024-09-30
Franklin Utilities A1	0.725%	0.000%	1,500,000	0	2024-03-31
Franklin Utilities Fund A1	0.725%	0.000%	1,500,000	0	2024-02-29
Vanguard Value Index Inv	0.709%	-2.371%	1,463,249	-35,529	2023-12-31
Vanguard Mid-Cap Value ETF	0.687%	-0.741%	1,416,426	-10,577	2023-10-31