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DTE Energy
DTE

Overview Fund Activity

724 hedge funds and large institutions have $16.9B invested in DTE Energy in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 262 increasing their positions, 246 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
Holders Change
-43
Holders Change %
-5.61%
% of All Funds
11.59%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
63
Increased
262
Reduced
246
Closed
82
Calls
$21.9M
Puts
$51.8M
Net Calls
-$29.9M
Net Calls Change
-$33M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$299M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$105M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$48.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$44.3M
5
ACG
Aventail Capital Group
New York
+$39.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$85.2M
2
Capital World Investors
Capital World Investors
California
-$72.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$57M
4
Boston Partners
Boston Partners
Massachusetts
-$54.3M
5
BlackRock
BlackRock
New York
-$44.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
351
Clarkston Capital Partners
Michigan
$587K – – –
EF
352
Empirical Finance
Pennsylvania
$586K +$29.2K +267 +5%
BBVA
353
Banco Bilbao Vizcaya Argentaria
Spain
$583K +$118K +1,073 +25%
PRC
354
Pearl River Capital
Michigan
$583K +$37.6K +343 +7%
LPT
355
Legacy Private Trust
Wisconsin
$579K -$3.29K -30 -0.6%
AWA
356
Acorn Wealth Advisors
Michigan
$573K +$2.74K +25 +0.5%
DTL
357
Dynamic Technology Lab
Singapore
$572K +$57K +520 +11%
SC
358
Savant Capital
Illinois
$571K +$51.8K +473 +10%
WJWM
359
Williams Jones Wealth Management
New York
$567K – – –
LNWWM
360
Laird Norton Wetherby Wealth Management
California
$562K +$155K +1,417 +38%
Macquarie Group
361
Macquarie Group
Australia
$558K – – –
CCM
362
Coldstream Capital Management
Washington
$555K +$24.6K +225 +5%
PP
363
Prudential plc
United Kingdom
$554K +$554K +5,056 New
BAMF
364
BI Asset Management Fondsmaeglerselskab
Denmark
$551K -$15.5M -141,940 -97%
HFAS
365
Hummer Financial Advisory Services
Illinois
$532K – – –
CWM
366
Calamos Wealth Management
Illinois
$518K -$548 -5 -0.1%
CPWA
367
Cerro Pacific Wealth Advisors
California
$518K +$224K +2,048 +76%
CFFP
368
Center for Financial Planning
Michigan
$517K +$42.9K +392 +9%
PA
369
Pinnacle Associates
New York
$516K -$60K -548 -10%
LTAS
370
Linden Thomas Advisory Services
North Carolina
$516K +$161K +1,467 +45%
OC
371
Oppenheimer & Co
New York
$516K +$1.42K +13 +0.3%
MAS
372
Meeder Advisory Services
Ohio
$514K -$17.3K -158 -3%
BSW
373
Buckingham Strategic Wealth
Missouri
$507K – – –
BFM
374
Boothbay Fund Management
New York
$501K +$292K +2,663 +139%
VI
375
Vestcor Inc
New Brunswick, Canada
$500K -$3.07K -28 -0.6%
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