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DTE Energy
DTE

Overview Fund Activity

729 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, 278 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
11.5%
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
278
Reduced
224
Closed
57
Calls
$13.2M
Puts
$23.7M
Net Calls
-$10.6M
Net Calls Change
+$19.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$278M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$193M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$184M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$160M
5
Ameriprise
Ameriprise
Minnesota
+$157M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$178M
2
Millennium Management
Millennium Management
New York
-$150M
3
ZP
Zimmer Partners
New York
-$91.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76M
5
ECM
ExodusPoint Capital Management
New York
-$56.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
351
Advance Capital Management
Michigan
$602K – – –
PPW
352
Parcion Private Wealth
Washington
$601K -$3.74K -34 -0.6%
SC
353
Savant Capital
Illinois
$593K +$19.8K +180 +3%
CCP
354
Clarkston Capital Partners
Michigan
$589K – – –
AWA
355
Acorn Wealth Advisors
Michigan
$587K +$11.1K +101 +2%
CCM
356
Coldstream Capital Management
Washington
$583K +$25.2K +229 +5%
LPT
357
Legacy Private Trust
Wisconsin
$582K – – –
MAS
358
Meeder Advisory Services
Ohio
$579K +$63.3K +575 +12%
SAG
359
SageView Advisory Group
California
$571K +$571K +5,188 New
BP
360
Ballentine Partners
Massachusetts
$570K +$570K +5,180 New
WJWM
361
Williams Jones Wealth Management
New York
$570K – – –
LNWWM
362
Laird Norton Wetherby Wealth Management
California
$562K -$3.19K -29 -0.6%
Macquarie Group
363
Macquarie Group
Australia
$561K – – –
PP
364
Prudential plc
United Kingdom
$551K -$5.17K -47 -0.9%
BCI
365
Brinker Capital Investments
Pennsylvania
$545K +$55.2K +502 +11%
OPS
366
Orion Portfolio Solutions
Nebraska
$545K +$55.2K +502 +11%
CFFP
367
Center for Financial Planning
Michigan
$541K +$22K +200 +4%
HFAS
368
Hummer Financial Advisory Services
Illinois
$534K – – –
AAS
369
Avantax Advisory Services
Texas
$530K +$49.4K +449 +10%
CF
370
Copperwynd Financial
Arizona
$514K +$19.9K +181 +4%
MCM
371
MAI Capital Management
Ohio
$504K +$59.3K +539 +13%
V
372
Veritable
Delaware
$503K +$35.6K +324 +8%
CAL
373
Capital Advisors Ltd
Ohio
$491K +$10.6K +96 +2%
SOAMC
374
Spirit of America Management Corp
New York
$490K +$264K +2,400 +117%
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$484K +$17.2K +156 +4%
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15
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