Holders over time
Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
- DTE
- D
| Quarter | DTE | D |
|---|---|---|
| Q3 2020 | 10 holders, $4.0bn | 20 holders, $8.7bn |
| Q4 2020 | 16 holders, $5.0bn | 28 holders, $7.2bn |
| Q1 2021 | 14 holders, $6.1bn | 26 holders, $7.4bn |
| Q2 2021 | 15 holders, $4.9bn | 21 holders, $7.5bn |
| Q3 2021 | 15 holders, $3.6bn | 16 holders, $7.2bn |
| Q4 2021 | 21 holders, $3.6bn | 18 holders, $8.2bn |
| Q1 2022 | 18 holders, $4.8bn | 19 holders, $9.3bn |
| Q2 2022 | 24 holders, $4.8bn | 20 holders, $9.3bn |
| Q3 2022 | 17 holders, $4.1bn | 17 holders, $7.5bn |
| Q4 2022 | 20 holders, $4.4bn | 24 holders, $6.3bn |
| Q1 2023 | 21 holders, $4.0bn | 19 holders, $6.1bn |
| Q2 2023 | 17 holders, $3.8bn | 12 holders, $5.7bn |
| Q3 2023 | 14 holders, $3.3bn | 12 holders, $5.4bn |
| Q4 2023 | 12 holders, $3.9bn | 15 holders, $6.4bn |
| Q1 2024 | 10 holders, $3.9bn | 10 holders, $6.5bn |
| Q2 2024 | 10 holders, $4.0bn | 9 holders, $6.2bn |
| Q3 2024 | 11 holders, $4.2bn | 14 holders, $7.4bn |
| Q4 2024 | 13 holders, $4.6bn | 13 holders, $6.5bn |
| Q1 2025 | 11 holders, $5.6bn | 16 holders, $7.0bn |
| Q2 2025 | 13 holders, $4.6bn | 10 holders, $8.8bn |
| Q3 2025 | 12 holders, $4.6bn | 8 holders, $9.8bn |
| Q4 2025 | 14 holders, $4.9bn | 12 holders, $10.5bn |
| Q1 2026 | 14 holders, $5.6bn | 11 holders, $10.4bn |
| Q2 2026 | 13 holders, $5.5bn | 13 holders, $12.4bn |
DTE
Dte Energy Co
- Holders
- 10
- Reported value
- $3.9bn
- Buyers
- 3
- Sellers
- 6
Breadth -3 among 93 comparable managers.
D
Dominion Res Inc Va New
- Holders
- 10
- Reported value
- $6.5bn
- Buyers
- 7
- Sellers
- 5
Breadth +2 among 93 comparable managers.
Who holds both, Q1 2024
Among the 15 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.