DTE Energy Co. (dte 4.375 10/15/80 G)Preferred / convertible

13F holders, Q2 2024 (June 30)
3holders +1
1new positions
0sold out
$19.32avg. 13F price*

At the end of Q2 2024, 3 institutions reported holding DTE Energy Co. (dte 4.375 10/15/80 G) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Thompson Investment Management, Inc. ($19K), PNC Financial Services Group, Inc. ($9K) and 1620 Investment Advisors, Inc. ($6K).

Company
DTE Energy Co. (dte 4.375 10/15/80 G)
CUSIP
233331826
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 2Q1 2024Q2 2024: 3Q2 2024Q3 2024: 3Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$6K
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 330 shares bought and 9 shares sold, net +321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Thompson Investment Management, Inc. — No change 1,000 $19K
PNC Financial Services Group, Inc. — Reduce -1.9% 475 $9K
1620 Investment Advisors, Inc. — New 330 $6K

"% of holder's portfolio" is DTE ENERGY CO (DTE 4.375 10/15/80 G)'s weight in each manager's 13F, not the share of DTE Energy Co. (dte 4.375 10/15/80 G) the manager owns.