DTE ENERGY CO (DTB) — Institutional Holders, Q2 2026 (page 8)
1,040 institutional investment managers reported a DTB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $25.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 701 to 800. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
DTB 13F holders ranked 701–800 of 1,040
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Pinnacle Financial Partners#701 · 1,704 sh | 1,704 | $259.6K | <0.01% | +9.0% |
| 702 | 71 West Capital Partners#702 · 1,697 sh | 1,697 | $258.6K | <0.01% | New |
| 703 | Sagewood Asset Management#703 · 1,693 sh | 1,693 | $258.0K | 0.06% | -22.2% |
| 704 | Patriot Financial Group Insurance Agency#704 · 1,701 sh | 1,701 | $256.6K | — | -49.8% |
| 705 | White Pine Investment#705 · 1,673 sh | 1,673 | $255.0K | — | -0.8% |
| 706 | Csenge Advisory Group#706 · 1,672 sh | 1,672 | $254.7K | 0.01% | +2.4% |
| 707 | PERSONAL CFO SOLUTIONS#707 · 1,636 sh | 1,636 | $251.3K | 0.04% | -3.1% |
| 708 | Members#708 · 1,646 sh | 1,646 | $250.8K | <0.01% | +17.7% |
| 709 | Advisors Asset Management#709 · 1,640 sh | 1,640 | $249.9K | <0.01% | +162.4% |
| 710 | Compound Planning#710 · 1,629 sh | 1,629 | $248.2K | <0.01% | New |
| 711 | AFFINITY INVESTMENT ADVISORS#711 · 1,620 sh | 1,620 | $246.8K | 0.13% | 0.0% |
| 712 | Fidelis Capital Partners#712 · 1,607 sh | 1,607 | $244.9K | 0.01% | +2.2% |
| 713 | CLIFFORD SWAN INVESTMENT COUNSEL#713 · 1,600 sh | 1,600 | $243.8K | <0.01% | 0.0% |
| 714 | MCF Advisors#714 · 1,586 sh | 1,586 | $243.6K | <0.01% | 0.0% |
| 715 | Schonfeld Strategic Advisors#715 · 1,574 sh | 1,574 | $239.8K | <0.01% | -76.1% |
| 716 | Aptus Capital Advisors#716 · 1,552 sh | 1,552 | $236.5K | <0.01% | +0.5% |
| 717 | CFS Investment Advisory Services#717 · 1,534 sh | 1,534 | $236.3K | — | +2.7% |
| 718 | Allegiance Financial Group Advisory Services#718 · 1,537 sh | 1,537 | $235.4K | 0.04% | New |
| 719 | Waterloo Capital, L.P.#719 · 1,528 sh | 1,528 | $232.9K | 0.01% | New |
| 720 | B. Riley Wealth Advisors#720 · 1,511 sh | 1,511 | $232.7K | — | New |
| 721 | TCFG Investment Advisors#721 · 1,526 sh | 1,526 | $232.5K | — | +9.9% |
| 722 | 626 Financial#722 · 1,524 sh | 1,524 | $232.3K | 0.09% | +0.1% |
| 723 | COZAD ASSET MANAGEMENT#723 · 1,523 sh | 1,523 | $232.1K | 0.01% | New |
| 724 | Revolve Wealth Partners#724 · 1,519 sh | 1,519 | $231.5K | — | +8.7% |
| 725 | Allegheny Financial Group LTD#725 · 1,516 sh | 1,516 | $231.0K | 0.02% | 0.0% |
| 726 | MAINSAIL ASSET MANAGEMENT#726 · 1,558 sh | 1,558 | $230.9K | — | New |
| 727 | Wick Capital Partners#727 · 1,512 sh | 1,512 | $230.4K | 0.03% | New |
| 728 | DELTA ASSET MANAGEMENT#728 · 1,510 sh | 1,510 | $230.1K | 0.02% | 0.0% |
| 729 | LVM CAPITAL MANAGEMENT LTD#729 · 1,508 sh | 1,508 | $230.0K | — | 0.0% |
| 730 | Bernicke Wealth Management, Ltd.#730 · 1,509 sh | 1,509 | $229.9K | 0.03% | 0.0% |
| 731 | Old Mission Investment#731 · 1,489 sh | 1,489 | $228.6K | — | 0.0% |
| 732 | Point#732 · 1,492 sh | 1,492 | $227.3K | 0.02% | New |
| 733 | Optas#733 · 1,488 sh | 1,488 | $226.7K | 0.03% | +6.1% |
| 734 | SILVER OAK SECURITIES#734 · 1,467 sh | 1,467 | $223.5K | 0.01% | 0.0% |
| 735 | REGIONS FINANCIAL#735 · 1,467 sh | 1,467 | $223.5K | <0.01% | +2.4% |
| 736 | Advisor OS#736 · 1,459 sh | 1,459 | $222.3K | 0.01% | +0.7% |
| 737 | Legacy Financial Advisors#737 · 1,457 sh | 1,457 | $222.0K | 0.03% | New |
| 738 | SMITH, MOORE#738 · 1,442 sh | 1,442 | $219.7K | 0.01% | +0.1% |
| 739 | Sound Capital Solutions#739 · 1,440 sh | 1,440 | $219.4K | 0.05% | — |
| 740 | Howard Capital Management#740 · 1,437 sh | 1,437 | $219.0K | — | New |
| 741 | Kovack Advisors#741 · 1,451 sh | 1,451 | $218.5K | 0.01% | -0.4% |
| 742 | Morey & Quinn Wealth Partners#742 · 1,429 sh | 1,429 | $217.8K | 0.14% | -16.0% |
| 743 | CALTON & ASSOCIATES#743 · 1,425 sh | 1,425 | $217.2K | 0.03% | -25.3% |
| 744 | Stiles Financial Services#744 · 1,413 sh | 1,413 | $215.3K | 0.05% | 0.0% |
| 745 | Turtle Creek Wealth Advisors#745 · 1,412 sh | 1,412 | $215.2K | — | New |
| 746 | Continuum Advisory#746 · 1,411 sh | 1,411 | $215.0K | 0.02% | New |
| 747 | MONETA GROUP INVESTMENT ADVISORS#747 · 1,410 sh | 1,410 | $214.9K | <0.01% | -4.9% |
| 748 | Oxler Private Wealth#748 · 1,406 sh | 1,406 | $214.2K | — | +0.8% |
| 749 | Wedmont Private Capital#749 · 1,421 sh | 1,421 | $213.6K | — | New |
| 750 | Pinnacle Wealth Management Advisory Group#750 · 1,397 sh | 1,397 | $212.9K | — | +0.9% |
| 751 | Voleon Capital Management#751 · 1,395 sh | 1,395 | $212.6K | <0.01% | -77.6% |
| 752 | Baker Ellis Asset Management#752 · 1,389 sh | 1,389 | $211.7K | — | 0.0% |
| 753 | Interactive Financial Advisors#753 · 1,386 sh | 1,386 | $211.2K | 0.13% | 0.0% |
| 754 | Empower Advisory Group#754 · 1,385 sh | 1,385 | $211.0K | <0.01% | New |
| 755 | Essex Savings Bank#755 · 1,385 sh | 1,385 | $211.0K | — | 0.0% |
| 756 | NEVILLE RODIE & SHAW#756 · 1,386 sh | 1,386 | $211.0K | — | 0.0% |
| 757 | PFG Advisors#757 · 1,384 sh | 1,384 | $210.9K | — | New |
| 758 | Financial Strategies Group#758 · 1,451 sh | 1,451 | $210.5K | 0.03% | -0.8% |
| 759 | Financial Perspectives#759 · 1,381 sh | 1,381 | $210.4K | 0.05% | +0.4% |
| 760 | Premier Path Wealth Partners#760 · 1,374 sh | 1,374 | $209.4K | — | -1.5% |
| 761 | Parkside Financial Bank#761 · 1,372 sh | 1,372 | $209.1K | <0.01% | +198.9% |
| 762 | SageView Advisory Group#762 · 1,365 sh | 1,365 | $208.0K | <0.01% | -19.2% |
| 763 | GHP Investment Advisors#763 · 1,362 sh | 1,362 | $207.5K | — | 0.0% |
| 764 | SYM FINANCIAL#764 · 1,351 sh | 1,351 | $205.9K | — | New |
| 765 | Peak Wealth Management#765 · 1,350 sh | 1,350 | $205.7K | — | New |
| 766 | SENTINEL PENSION ADVISORS#766 · 1,385 sh | 1,385 | $205.3K | 0.03% | +0.4% |
| 767 | PRIVATE NA#767 · 1,347 sh | 1,347 | $205.2K | — | -4.4% |
| 768 | Old Port Advisors#768 · 1,342 sh | 1,342 | $204.5K | — | -4.1% |
| 769 | Marex Group plc#769 · 1,342 sh | 1,342 | $204.5K | <0.01% | New |
| 770 | Supplemental Annuity Collective of NJ#770 · 1,334 sh | 1,334 | $203.3K | 0.05% | -5.1% |
| 771 | Nilsine Partners#771 · 1,332 sh | 1,332 | $203.0K | 0.01% | New |
| 772 | Virtus Investment Advisers#772 · 1,330 sh | 1,330 | $202.7K | 0.05% | +0.5% |
| 773 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#773 · 1,330 sh | 1,330 | $202.7K | — | New |
| 774 | Capital Investment Advisory Services#774 · 1,323 sh | 1,323 | $201.6K | 0.01% | New |
| 775 | Innovative Asset Advisors Group#775 · 1,304 sh | 1,304 | $200.3K | 0.09% | -9.1% |
| 776 | Siemens Fonds Invest GmbH#776 · 1,271 sh | 1,271 | $193.7K | <0.01% | 0.0% |
| 777 | RICHARDSON FINANCIAL SERVICES#777 · 1,270 sh | 1,270 | $193.5K | 0.11% | 0.0% |
| 778 | S.A. Mason#778 · 1,215 sh | 1,215 | $185.1K | — | +0.4% |
| 779 | ADIRONDACK#779 · 1,200 sh | 1,200 | $182.8K | — | 0.0% |
| 780 | Crews Bank#780 · 1,171 sh | 1,171 | $178.4K | 0.02% | 0.0% |
| 781 | Golden State Equity Partners#781 · 1,114 sh | 1,114 | $169.8K | 0.46% | -60.3% |
| 782 | Fairscale Capital#782 · 1,093 sh | 1,093 | $167.8K | 0.10% | 0.0% |
| 783 | Ancora Advisors#783 · 1,086 sh | 1,086 | $165.5K | <0.01% | +1.5% |
| 784 | BURKETT FINANCIAL SERVICES#784 · 1,032 sh | 1,032 | $157.4K | — | -11.3% |
| 785 | SOA Wealth Advisors#785 · 991 sh | 991 | $151.1K | 0.02% | +0.4% |
| 786 | EFG International AG#786 · 988 sh | 988 | $150.5K | <0.01% | +517.5% |
| 787 | First Command Advisory Services#787 · 2,804 sh | 2,804 | $150.4K | <0.01% | +102.6% |
| 788 | Basecamp Wealth Advisors#788 · 958 sh | 958 | $146.0K | 0.03% | +8.6% |
| 789 | Hickory Point Bank#789 · 957 sh | 957 | $145.8K | — | 0.0% |
| 790 | Riverview#790 · 947 sh | 947 | $144.3K | 0.17% | 0.0% |
| 791 | Keating Financial Advisory Services#791 · 936 sh | 936 | $142.6K | 0.02% | +4.2% |
| 792 | Pacific Center for Financial Services#792 · 920 sh | 920 | $140.2K | — | 0.0% |
| 793 | Washington Advisors#793 · 908 sh | 908 | $138.3K | — | -3.5% |
| 794 | WEBSTER BANK, N. A.#794 · 905 sh | 905 | $137.9K | 0.01% | +0.6% |
| 795 | MTM Investment Management#795 · 900 sh | 900 | $137.1K | 0.04% | 0.0% |
| 796 | ROWLANDMILLER & PARTNERS.ADV#796 · 897 sh | 897 | $136.7K | 0.02% | 0.0% |
| 797 | Concord Wealth Partners#797 · 821 sh | 821 | $125.1K | 0.01% | New |
| 798 | ACTION POINT FINANCIAL PLANNING#798 · 788 sh | 788 | $119.2K | 0.01% | New |
| 799 | Caldwell#799 · 776 sh | 776 | $118.2K | <0.01% | -54.0% |
| 800 | Farmers & Merchants of Chambersburg PA#800 · 732 sh | 732 | $112.0K | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.