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DTE Energy

731 hedge funds and large institutions have $17B invested in DTE Energy in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 280 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 224

19% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 57

1% more funds holding

Funds holding: 726731 (+5)

1% more capital invested

Capital invested by funds: $16.9B → $17B (+$108M)

0.13% more ownership

Funds ownership: 74.66%74.79% (+0.13%)

45% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $23.7M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
731
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.48%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
68
Increased
280
Reduced
224
Closed
57
Calls
$13.2M
Puts
$23.7M
Net Calls
-$10.6M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
251
LSV Asset Management
Illinois
$1.58M
FAB
252
First American Bank
Illinois
$1.56M +$28K +251 +2%
LFG
253
Larson Financial Group
Missouri
$1.55M -$223 -2 -0%
DRP
254
Decade Renewable Partners
Texas
$1.54M -$9.75M -87,481 -86%
PMFA
255
Plante Moran Financial Advisors
Michigan
$1.53M -$39.5K -354 -2%
GFS
256
GYL Financial Synergies
Connecticut
$1.52M +$1.54M +13,811 New
Pacer Advisors
257
Pacer Advisors
Pennsylvania
$1.51M +$214K +1,919 +16%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$1.5M +$338K +3,037 +29%
DT
259
Diversified Trust
Tennessee
$1.5M +$139K +1,248 +10%
KAS
260
Kestra Advisory Services
Texas
$1.49M +$173K +1,554 +13%
SWM
261
Sculati Wealth Management
Michigan
$1.46M +$28.5K +256 +2%
HWAM
262
Hennion & Walsh Asset Management
New Jersey
$1.43M -$148K -1,328 -9%
LMIM
263
Lockheed Martin Investment Management
Maryland
$1.42M +$156K +1,400 +12%
ONB
264
Old National Bancorp
Indiana
$1.4M -$40.6K -364 -3%
LSERS
265
Louisiana State Employees Retirement System
Louisiana
$1.4M +$11.1K +100 +0.8%
EWS
266
Evergreen Wealth Solutions
Pennsylvania
$1.39M +$53.2K +477 +4%
KBC Group
267
KBC Group
Belgium
$1.33M
CAN
268
Cetera Advisor Networks
California
$1.31M -$71.2K -639 -5%
ACIM
269
Azimuth Capital Investment Management
Michigan
$1.31M +$12K +108 +0.9%
HFG
270
Heron Financial Group
New York
$1.26M +$10.1K +91 +0.8%
CB
271
Cadence Bank
Mississippi
$1.21M -$7.13K -64 -0.6%
FRM
272
Fox Run Management
Connecticut
$1.2M +$1.21M +10,899 New
PAG
273
Private Advisor Group
New Jersey
$1.2M +$255K +2,288 +27%
SIA
274
Strategic Investment Advisors
Michigan
$1.17M +$3.12K +28 +0.3%
SFA
275
Sequoia Financial Advisors
Ohio
$1.17M +$98.9K +887 +9%

DTE Hedge Fund Activity: Q2 2023 in Review

731 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q2 2023, worth a combined $17B — up 0.64% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new DTE positions and 57 closed out — a net gain of 11 holders — while 280 added to existing stakes and 224 trimmed.

The largest buyer was Vanguard Group, adding an estimated $281M. The largest seller was Citadel Advisors, cutting an estimated $181M.

  • 731 institutional investors held DTE Energy (DTE) as of Q2 2023, up from 726 in Q1 2023.
  • Funds reported $17B of DTE Energy stock for Q2 2023, up 0.64% quarter-over-quarter.
  • 68 funds opened new DTE Energy positions in Q2 2023 and 57 closed out, a net change of +11 holders.
  • The largest DTE Energy buyer in Q2 2023 was Vanguard Group, an estimated $281M added.
  • The largest DTE Energy seller in Q2 2023 was Citadel Advisors, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2023.