Filing Research | DTE - DTE Energy Co Institutional Holdings

Snapshot holdings

50 / 261 loaded

#		Instrument	quantity
1	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	98.8KSH	$15.1M
2	FACTORY MUTUAL INSURANCE CO	Shares	91.8KSH	$14.0M
3	Bogart Wealth, LLC	Shares	89.5KSH	$13.6M
4	Cyndeo Wealth Partners, LLC	Shares	73.4KSH	$11.2M
5	Czech National Bank	Shares	59.2KSH	$9.0M
6	PensionDanmark Pensionsforsikringsaktieselskab	Shares	56.5KSH	$8.6M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	60.4KSH	$8.3M
8	Mirae Asset Global Investments Co., Ltd.	Shares	46.0KSH	$7.0M
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	45.9KSH	$7.0M
10	HENNESSY ADVISORS INC	Shares	43.3KSH	$6.6M
11	IFM Investors Pty Ltd	Shares	36.5KSH	$5.6M
12	PATTON ALBERTSON MILLER GROUP, LLC	Shares	33.9KSH	$5.2M
13	Hennion & Walsh Asset Management, Inc.	Shares	33.7KSH	$5.1M
14	CoreCap Advisors, LLC	Shares	32.3KSH	$4.9M
15	Police & Firemen's Retirement System of New Jersey	Shares	31.3KSH	$4.8M
16	Y-Intercept (Hong Kong) Ltd	Shares	30.5KSH	$4.6M
17	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	29.0KSH	$4.4M
18	QRG CAPITAL MANAGEMENT, INC.	Shares	28.8KSH	$4.4M
19	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	28.2KSH	$4.3M
20	Northside Capital Management, LLC	Shares	26.0KSH	$4.0M
21	Merit Financial Group, LLC	Shares	25.9KSH	$4.0M
22	Sequoia Financial Advisors, LLC	Shares	24.4KSH	$3.7M
23	J.W. COLE ADVISORS, INC.	Shares	20.3KSH	$3.1M
24	RBA Wealth Management, LLC	Shares	17.6KSH	$2.7M
25	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	16.1KSH	$2.5M
26	Fideuram Asset Management (Ireland) dac	Shares	14.6KSH	$2.2M
27	LMCG INVESTMENTS, LLC	Shares	14.1KSH	$2.1M
28	First American Bank	Shares	13.6KSH	$2.1M
29	MIZUHO SECURITIES USA LLC	Shares	12.6KSH	$1.8M
30	Farther Finance Advisors, LLC	Shares	11.9KSH	$1.8M
31	HARTFORD INVESTMENT MANAGEMENT CO	Shares	11.4KSH	$1.7M
32	PEDDOCK CAPITAL ADVISORS, LLC	Shares	11.3KSH	$1.7M
33	Louisiana State Employees Retirement System	Shares	10.6KSH	$1.6M
34	Columbia Asset Management	Shares	10.3KSH	$1.6M
35	FULTON BANK, N.A.	Shares	10.2KSH	$1.6M
36	GAMMA Investing LLC	Shares	9.7KSH	$1.5M
37	Sculati Wealth Management, LLC	Shares	9.9KSH	$1.5M
38	WealthBridge Capital Management, LLC	Shares	9.6KSH	$1.5M
39	JOHNSON INVESTMENT COUNSEL INC	Shares	9.6KSH	$1.5M
40	ARVEST INVESTMENTS, INC.	Shares	9.2KSH	$1.4M
41	Procyon Advisors, LLC	Shares	9.1KSH	$1.4M
42	EXCHANGE TRADED CONCEPTS, LLC	Shares	8.9KSH	$1.4M
43	Roof Eidam Maycock Peralta, LLC	Shares	8.6KSH	$1.3M
44	GATEWAY INVESTMENT ADVISERS LLC	Shares	8.5KSH	$1.3M
45	PFG Investments, LLC	Shares	8.5KSH	$1.3M
46	Impact Capital Partners LLC	Shares	8.1KSH	$1.2M
47	GoalVest Advisory LLC	Shares	8.0KSH	$1.2M
48	CITY HOLDING CO	Shares	8.0KSH	$1.2M
49	Strategic Financial Group, LLC	Shares	7.6KSH	$1.2M
50	Centennial Wealth Advisory LLC	Shares	7.2KSH	$1.1M

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Manager changes2026-06-30 vs 2026-03-31

50 / 279 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+40.6K	+$5.3M	$8.3M
2	J.W. COLE ADVISORS, INC. new	Shares	+20.3K	+$3.1M	$3.1M
3	RBA Wealth Management, LLC new	Shares	+17.6K	+$2.7M	$2.7M
4	Merit Financial Group, LLC added	Shares	+9.2K	+$1.5M	$4.0M
5	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+5.9K	+$1.2M	$8.6M
6	Bogart Wealth, LLC added	Shares	+4.0K	+$1.1M	$13.6M
7	Mirae Asset Global Investments Co., Ltd. added	Shares	+5.4K	+$1.1M	$7.0M
8	Cyndeo Wealth Partners, LLC added	Shares	+3.2K	+$918.6K	$11.2M
9	IFM Investors Pty Ltd added	Shares	+4.3K	+$856.0K	$5.6M
10	Hennion & Walsh Asset Management, Inc. added	Shares	+4.3K	+$837.4K	$5.1M
11	NorthCrest Asset Manangement, LLC new	Shares	+5.5K	+$823.9K	$823.9K
12	Czech National Bank added	Shares	+2.7K	+$751.8K	$9.0M
13	Avanza Fonder AB added	Shares	+4.6K	+$703.7K	$841.5K
14	WADDELL & ASSOCIATES, LLC new	Shares	+4.5K	+$686.0K	$686.0K
15	Brookstone Capital Management added	Shares	+3.8K	+$588.2K	$978.7K
16	FACTORY MUTUAL INSURANCE CO unchanged	Shares	0	+$564.6K	$14.0M
17	Fideuram Asset Management (Ireland) dac added	Shares	+1.9K	+$456.6K	$2.2M
18	HENNESSY ADVISORS INC added	Shares	+1.2K	+$441.8K	$6.6M
19	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+2.6K	+$436.4K	$1.3M
20	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.5K	+$403.0K	$4.4M
21	Curated Wealth Partners LLC new	Shares	+9.8K	+$400.1K	$400.1K
22	MISSION WEALTH MANAGEMENT, LP new	Shares	+2.5K	+$382.1K	$382.1K
23	Gradient Investments LLC added	Shares	+2.4K	+$378.6K	$591.2K
24	Apollon Wealth Management, LLC added	Shares	+2.2K	+$349.8K	$825.8K
25	Sequoia Financial Advisors, LLC added	Shares	+1.3K	+$342.6K	$3.7M
26	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+1.1K	+$342.0K	$4.4M
27	Aaron Wealth Advisors LLC new	Shares	+2.1K	+$327.1K	$327.1K
28	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+1.9K	+$285.9K	$285.9K
29	Farther Finance Advisors, LLC added	Shares	+1.4K	+$267.3K	$1.8M
30	PATTON ALBERTSON MILLER GROUP, LLC added	Shares	+298	+$251.7K	$5.2M
31	Abundance Wealth Counselors new	Shares	+1.6K	+$244.1K	$244.1K
32	EverSource Wealth Advisors, LLC added	Shares	+1.5K	+$235.3K	$513.3K
33	B. Riley Wealth Advisors, Inc. new	Shares	+1.5K	+$232.7K	$232.7K
34	Trust Point Inc. new	Shares	+1.5K	+$227.3K	$227.3K
35	GAMMA Investing LLC added	Shares	+1.1K	+$225.6K	$1.5M
36	Wedmont Private Capital new	Shares	+1.4K	+$213.6K	$213.6K
37	PFG Advisors new	Shares	+1.4K	+$210.9K	$210.9K
38	Peak Wealth Management LLC new	Shares	+1.4K	+$205.7K	$205.7K
39	Nilsine Partners, LLC new	Shares	+1.3K	+$203.0K	$203.0K
40	William Mack & Associates, Inc. added	Shares	+1.2K	+$202.7K	$703.2K
41	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new	Shares	+1.3K	+$202.7K	$202.7K
42	Capital Investment Advisory Services, LLC new	Shares	+1.3K	+$201.6K	$201.6K
43	JOHNSON INVESTMENT COUNSEL INC added	Shares	+958	+$198.8K	$1.5M
44	Northside Capital Management, LLC added	Shares	+121	+$177.9K	$4.0M
45	SPIRIT OF AMERICA MANAGEMENT CORP/NY added	Shares	+400	+$157.5K	$2.5M
46	CoreCap Advisors, LLC trimmed	Shares	-352	+$147.2K	$4.9M
47	First American Bank added	Shares	+418	+$144.7K	$2.1M
48	AdvisorNet Financial, Inc added	Shares	+759	+$143.0K	$795.0K
49	WealthBridge Capital Management, LLC added	Shares	+415	+$120.0K	$1.5M
50	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+583	+$114.6K	$726.6K

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